Description
Most people guess where their money goes. Finley shows you the truth and helps you do something about it.
Connect your accounts and in minutes you'll have a clear picture of your spending, a personalized plan, and a coach that's always working for you. No manual entry. No rigid budgets. No generic advice.
Here's what you can do with Finley:
• See your full financial picture: Every account, every transaction, automatically organized the moment you connect. Just clarity.
• Talk to your money: Ask anything - what you spent, what you can afford, what's coming next. A real answer in plain English, any time.
• A spending plan that adjusts to your life: Not a budget you'll abandon. A living plan built around your actual goals that moves with you.
• Always one step ahead: Finley watches your cash flow so you don't have to. If a cash crunch is coming, you'll know in time, not after it hits.
• Plan for anything: Going to Japan? Just got a bonus? Finley knows your actual numbers and gives you a real plan, not advice that could apply to anyone.
• A real coach when you need one: Sometimes you want to talk to a person. Finley's human coaches are always available; no appointments, no fees, no judgment.
• Private by design: Your data is never sold. No ads. No conflicts of interest. Finley exists to serve you and only you.
What's new (v3.1.2)
Your Money, Smarter Than Ever
Here's what's new:
A Smarter Spending Plan
Finley now builds your spending plan using benchmarks based on your income, household size, and location, compared against your actual spending history. The result is a plan that reflects what people like you actually spend, personalized to your real financial picture.
A Redesigned Money Story
Setting up your spending plan is now a guided, visual experience. Walk through your financial reality, see where your money goes, and adjust your category targets before your plan goes live.
Easier Goal Setting
We've made it simpler to set and complete your financial goals. The goal setup flow is more intuitive from start to finish, so you can spend less time on setup and more time making progress.