Personal finance app with custom expense categories and automatic transaction categorization
Connected financial planner for Indians in India and abroad
Stage
Startup
Not given
Founded
2024
Not given
Based in
Not given
SG
Pricing model
Not given
Freemium
Pricing
CSV Import Plan: $2.99/month; US Banking Plan: $4.99/month; International Plan: $3.99/month. All plans include a 3-month free trial.
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.
Key features
Custom expense categories
Keyword-based auto-categorization
Real-time bank connections
CSV import from any bank
AI-powered financial insights
Investment portfolio tracking
Budget management with alerts
Scenario simulator for financial planning
Monthly spending trends
Subscription detection
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
What makes it different
Create custom categories that match your actual spending, not generic presets
Train once, auto-categorize forever with keyword rules you define
Scenario simulator to model what-if financial changes
SpendSpace
FinPlann