Finly Money is a money app from FinlyWealth. It brings your Canadian bank accounts, credit cards and investments together in one place, so you can see where your money goes and plan what comes next.
What it does
- Sorts your spending. Every transaction gets a category automatically, and you can change any of them.
- Finds what repeats. Subscriptions, bills and income that come back on a schedule show up on their own.
- Plans your month. A budget built around your income, fixed costs, spending and savings.
- Tracks your card rewards. See what each purchase earned on your credit cards.
- Follows your net worth. Your accounts, investments, home, car and loans, today and over time.
- Answers your questions. Finn, our AI assistant, answers questions about your own money in plain words.
The main pages
Page | What you'll find there |
|---|---|
Your month at a glance: income, fixed costs, spending and what's left over. | |
Every transaction, searchable and editable. | |
Your banks, statement accounts and hand-added accounts, and where you add more. | |
Subscriptions, bills and income that come back on a schedule. | |
Cash flow, spending and income for any period. | |
Your monthly plan: income, fixed costs, spending and savings. | |
Bills you share with friends and family, and who owes what. Included with Grow and up. | |
What you own minus what you owe, over time. | |
Your holdings, from connected brokerages or tracked by hand. | |
What your credit cards earn, the caps you're hitting and your card benefits. Included with Grow and up. | |
Questions about your money, answered in chat or by text. Included with Thrive and Thrive Duo. |
To learn where everything sits, see finding your way around.
How your money gets in
You can connect your bank, upload PDF or CSV statements, or add transactions by hand, and mix all three. See the ways to bring in your money.
Read-only and secure
Bank connections go through Plaid or Flinks and are read-only: nobody can move money through them, and your bank password never reaches us. Read more about how we keep your data safe.
Plans
Finly Money has three plans: Grow, Thrive and Thrive Duo. You need a plan to use it, and new members start with a free trial. Compare them in what's included in each plan.