About FinWise

Introducing FinWise – the modern way to manage their personal finances. At FinWise, they understand that managing your money can be complex, but it doesn’t have to be daunting. This cutting-edge platform provides the tools they need to stay in control no matter what life throws at them. FinWise empowers they with the ability to budget their money quickly and accurately. They get a real-time snapshot of how much is coming in as well as visibility into how much is going out so they can confidently make informed decisions about spending. They will also gain insight on where savings can be made - allowing for greater financial security now and in the future. This net-worth tracking feature takes stock of all assets and liabilities across accounts so that they know exactly how their overall financial health stands at any given time. And with their powerful planning and forecasting tools, they don’t have to worry about unexpected expenses or lack of cashflow destabilizing their financial situation ever again. This options give them peace of mind when it comes managing both short-term and long-term goals, all supported by easy to read reports and insights taking out any guesswork enabling proactive decision making around money matters like investments, mortgages, retirement planning and more. Experience the power of FinWise today – the modern way to take control of their finances and reach their financial goals like a pro!

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Pricing

Free Trial Available
Starts at $5.8. Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

94%
Reviews

60%
Momentum

65%
Popularity

69%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Individuals

API Support

Available

Modes of Support

Online

FinWise Features

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Personal Finance Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

94%

Investment Monitoring

Monitors the performance of savings and investments

Property Management

Track & manage documents, expenses, income, loans, etc related to all rental properties.

Transaction History

Allows to verify or check all your historical transactions anytime

Spending Limit

Allows to set a spending limit to control overspending and ensures it is in-line to budget

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Financial Dashboard

All in one dashboard that presents the financial performance.

Expense Groups

Allows to categorize or group the transactions with common attributes

Budgeting

Prepares a plan to spend your money by balancing income and expenses.

Reports

Comes with reporting capabilities and features custom pre-built reports

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Multi-Currency

Enables payment and collection in multiple currencies.

Loan Management

Keeps track all your debts, loans, interests and incorporate in your budget

Tax Reports

Helps to calculate the tax payable on different Income types and prepares a tax report

Bills Management

Facility to add manage purchase bills and get reminded if bills are due

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

FinWise Pricing

Free Trial

Available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

FinWise Free Free

Features

Budgeting and expense tracking
Net-worth tracking
Plan and forecast your finances
Weekly and monthly email reports
Multi-currency support
Import historical data
Manual importing of data

FinWise Pro $5.80 $6.99 per month

Features

Budgeting and expense tracking
Net-worth tracking
Plan and forecast your finances
Weekly and monthly email reports
Multi-currency support
Import historical data
Sync with over 20,000 institutions

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Disclaimer: The pricing details were last updated on 03/11/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about FinWise Pricing.