| What it does | The all-in-one personal finance dashboard combining envelope budgeting, expense tracking, and portfolio management
| Track charitable donations and maximize tax deductions with organized records and tax-ready reports
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| Stage | MVP
| Startup
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| Founded | 2020
| 2025
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| Based in | DE
| US
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| Pricing model | Free trial
| Free
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| Pricing | Free during open beta. Full release will be subscription-based with price TBD. Beta users will receive a discount.
| Not given
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| Key features | - Envelope-based budgeting with real-time category tracking
- Multi-asset portfolio tracking including stocks, ETFs, crypto, commodities, and forex
- Visual reports and Sankey diagrams showing spending flows
- Real-time net worth and portfolio performance tracking
- Annualized performance and wealth projections
- Manual transaction entry with no bank connections required
- AES-256 encryption with zero-knowledge architecture
- EU server hosting under GDPR compliance
- CSV import for portfolio positions
- Desktop and mobile access
| - Photo receipt capture that automatically reads and fills in donation details
- IRS compliance checking for deductible donations
- Tax report generation with PDF, spreadsheet, TurboTax import, and receipt archive
- Community feed to follow friends and discover campaigns
- Privacy controls with private, followers-only, and public sharing options
- Goal tracking by amount, cause, number of gifts, or organization
- Dashboard showing total giving, tax savings, goal progress, and impact history
- IRS-registered charity search and lookup
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| What makes it different | - Manual entry by design creates financial awareness and spending habits, unlike automated bank-syncing apps
- Combines budgeting and investing in a single app, providing complete net worth view across cash and all assets
- Zero-knowledge encryption and EU hosting unlike US-based competitors relying on third-party aggregators
- Built by a single developer with no shareholders or exit strategy, focused on quality over growth metrics
- Privacy by design with technically impossible data sales due to encryption
| - 2026 tax deduction: tracks up to $1,000 cash gifts for standard deduction filers
- Automatic receipt reading and donation data extraction
- Complete tax filing integration with TurboTax import
- Social community for charitable giving discovery and tracking
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 16 ● no change since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 11 | 0 |
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| Citation Flow (Majestic) | 20 | 0 |
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| Referring domains (Majestic) | 16 | 0 |
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Finzen
DonateMate