| What it does | Personal finance app for expense tracking and budgeting with privacy and simplicity
| Connected financial planner for Indians in India and abroad
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| Stage | Not given
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| Founded | Not given
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| Based in | HU
| SG
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| Pricing model | Free trial
| Freemium
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| Pricing | $59 per year for web and mobile app with all features included. 30-day free trial available with no credit card required.
| Free forever with all calculators and financial health check. Pro from $12/month or $99/year. Advisor $99/month and Advisor Pro $299/month for financial advisors.
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| Key features | - Envelope or Zero-Based budgeting with Budget Assistant
- Bank statement import (OFX, QFX, CSV) with auto-categorization
- Siri voice integration for iPhone expense recording
- Financial reports on spending, income, vendors and cash flow
- Multi-account management for checking, savings, cash, credit cards and loans
- Cross-device synchronization across desktop, laptop and mobile
- Smart credit card and loan handling with automatic repayment planning
| - Free financial calculators for SIP, FIRE, retirement, EMI, tax and more
- Connected financial planner tracking income, expenses, goals, assets and net worth
- AI-generated personalized action plans ranked by urgency
- FinChat AI planning assistant with 200 messages per month on Pro
- Multi-currency support for eight currencies including INR, USD, EUR, GBP
- PDF reports and scorecards for Pro users
- NRI-specific tools for residential status and returning to India
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| What makes it different | - Privacy-first design requiring no bank connection, only an email address
- Balance between simplicity and power for serious financial planning
- Clean, intuitive interface designed for ease of use
- Flexible usage as either simple tracker or full budgeting tool
| - Connected workspace where cash flows, investments, goals, loans and SIPs stay connected
- Treats Indians abroad as core audience with multi-currency and residency rule support
- Never connects to bank or investment accounts; data encrypted with AES-128
- Recommendations follow standard financial planning order, not a generic checklist
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 5 ● no change since last check |
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| Trust Flow (Majestic) | 3 | 26 |
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| Citation Flow (Majestic) | 20 | 25 |
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| Referring domains (Majestic) | 6 | 15 |
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FinPlann