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About Monavio

Clara AI Deep Dive with Clara AI

Monavio is a personal finance app that works from the bank statements you already have. Instead of connecting your bank, you upload a PDF, CSV or Excel statement (or forward it by email), and Monavio extracts and categorizes the transactions. Because it reads statements rather than relying on a bank-data aggregator, it isn't limited to a list of supported banks or countries. You get spending analytics, category budgets, recurring-charge and subscription detection, net worth, investment tracking and a FIRE planner with Monte Carlo projections. Each account keeps its own currency, and reports convert into the currency you choose. Sensitive data is encrypted at the field level with AES-256-GCM. Monavio runs in any browser, in six languages. Plans start at $3 a month billed annually, with a 14-day free trial and no credit card.

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Budgets

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
    83%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Individuals

API Support

  • Not available

Modes of Support

  • Online

Monavio Features

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
    83%

Investment Monitoring

Monitors the performance of savings and investments

Transaction History

Allows to verify or check all your historical transactions anytime

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Financial Dashboard

All in one dashboard that presents the financial performance.

Budgeting

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

Reports

Comes with reporting capabilities and features custom pre-built reports

Multi-Currency

Enables payment and collection in multiple currencies.

Loan Management

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

Property Management

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

Tax Reports

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

Spending Limit

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

Expense Groups

Allows to categorize or group the transactions with common attributes

Bills Management

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

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Alerts

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

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

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Learn more about  Monavio Pricing

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Monavio Reviews

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Monavio Screenshots

Monavio FAQs

What is Monavio used for?

Monavio is Personal Finance Software. Monavio offers the following functionalities:

  • Investment Monitoring
  • Transaction History
  • Spend Tracker
  • Financial Dashboard
  • Budgeting
  • Reports
  • Multi-Currency

Learn more about Monavio features.

What are the top alternatives for Monavio?

Does Monavio provide API?

No, Monavio does not provide API.

Monavio Contact

Vendor Details

Not available

Contact Details

Not available

https://monavio.app

Social Media Handles

Not available

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SaaSworthy may receive compensation from some vendors featured on this page. This does not influence our editorial evaluation or ratings. [email protected]

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