Everything WiseFinly can do
A complete family-finance workspace, built around the way real households actually manage money.
Track everything, effortlessly
All accounts in one view
Bank, cash, cards, savings, investments, and shared wallets. Multi-currency, always with a live running balance.
Fast transaction entry
Add income, expenses, and transfers in seconds. Split transactions, attach receipts, and tag with labels.
Import from anywhere
Bring in history from a CSV export, spreadsheet, or your existing tracker. We map columns automatically.
Plan and stay on budget
Budgets by category
Set monthly or weekly caps per category, group, or purpose. See progress in real time.
Planned payments
Rent, subscriptions, tuition — WiseFinly reminds you what's coming and rolls it into your forecast.
Goals & savings targets
Track down payments, holidays, or emergency funds. Auto-contribute a share of income to each goal.
Understand your money
Reports & analytics
Trends, breakdowns by category or account, and net-worth over time — beautifully explained.
Forecast & what-if
Project cash flow weeks ahead and try scenarios: pay off a card, cut a subscription, save more.
Debt tracking
Loans, credit cards, family lending — track balances, payments, and payoff dates.
Made for households
Approvals for big spends
Optional approval flow lets you and your partner sign off on large or unusual transactions.
Shopping lists
Shared lists that turn into transactions when you check out — no double entry.
AI Advisor
Ask questions in plain English, categorize automatically, and get nudges toward your goals.
Try it free for 14 days
No credit card required. Full access to every feature.