Working hard in the background...
Working hard in the background...
Spending
· In every planConnect your Canadian banks and cards read-only, or upload statements from any bank. Every transaction is sorted into a category for you, and searching, tidying and fixing them takes seconds.
Link banks and credit cards through Flinks or Plaid, upload PDF or CSV statements, or add cash by hand. Transactions you already have are caught, never added twice.
Each purchase lands in a category on its own. Correct one and Finly Money remembers; set a rule and every past and future match follows.
What came in, what went out and what's left, on one page. On Thrive, build dashboards of your own from charts, tables and figures.
Most money apps here are American. FinlyWealth only operates in Canada: Canadian banks and credit unions, Canadian brokerages like Wealthsimple, Questrade, the cards you carry and the taxes you file, all in Canadian dollars.
Plans start from $8 a month, and you choose what you pay above each minimum. Every plan starts with 14 days free. Your card is only charged when the trial ends.
Grow
Thrive
Family
Link banks and cards
Read-only connections, as many as you have
Upload statements
PDF or CSV, any bank
Add transactions by hand
Categories
Automatic sorting you can correct
Custom categories, tags and notes
Add your own detail to any transaction
Rules
Automatic renames, categories, tags and exclusions
Split transactions
Divide one purchase across a few categories
Export to a spreadsheet
Your transactions as a CSV, filters included
Custom dashboards
Build your own pages from charts, tables and figures
Privacy mode
Blur amounts and names when someone is looking
Bills, subscriptions and what's due. In every plan.
A plan for your income, bills and spending. In every plan.
Everything you own and owe, over time. In every plan.
Rules, tags, exports, privacy mode, dashboards you build and more, side by side.
Every plan starts with 14 days free. Your card is only charged when the trial ends. Connect a bank or upload a statement and see it work in minutes.