Finma - AI Finance Tracker

Finma short for finance manager, is your personal finance assistant that helps you track & plan all your expenses in one place. 
Built with the primary goal of automating your expenses, Finma is the only app on the App Store which supports all of the following ways to automate expenses:
- SMS Automation
- Email Sync
- Direct bank connection via Plaid
- AI PDF import
- AI CSV import
Features:
- Privacy First
Finma stores all your financial data locally on-device. Not even we have access to your transactions.
- Generous Free Tier
The free tier allows you to create unlimited transaction entries, unlimited budgets and unlimited rules. Track up to 3 subscriptions for free.
- Budget Alerts
Say goodbye to overspending on your gadget addiction. Set category wise budgets and get alerted when they cross a set threshold.
- Rule Based Auto-Categorization
Finma uses rules for automatic categorisation of transactions. A rule can either be a simple text that matches any text within the transaction description or for more advanced users a regex to match pattern.
- Subscription Tracking
A beautiful calendar view shows all your recurring transactions at a glance. Keep your subscriptions in check and manage them efficiently.
- Payment Reminders
Track upcoming dues for all your cards and get reminded to clear them on time. Set custom reminders to get reminded up to a week in advance.
- Visual Filtering
Find the transactions you need even faster with a visual approach in Finma.
Suppose you need to see all the restaurant spends you did in month of Feb. Simply select Restaurants from the categories bar followed by tapping Feb bar in graph.
- Interactive Charts
All charts and graphs in Finma are interactive.
Example: You want to find out how much you spent on restaurants and shopping combined in Feb. Select Shopping and then Restaurants from the categories bar followed by tapping Feb bar in graph.
- Cash Flow
Know your overall financial health with just 1 glance. Easily understand how your income and investments compare on an average within a period.
The cash flow widget allows you to quickly skim through previous months to get better clarity on past health and helps to plan better.
- PDF Import
Import transactions in bulk by importing PDF statements or using the built-in image scan feature to scan documents and receipts.
- Email Sync
Import transactions automatically from emails. If your bank sends you transaction emails, Finma will try to parse them and generate transactions automatically.
- SMS Sync
Import transactions automatically from SMS using Shortcuts automation. If your bank sends you transaction alerts on SMS, Finma will try to parse them and generate transactions automatically.
- Direct Bank Sync
We have partnered with Plaid to support all major banks across US and Canada. Bank data is synced directly to device, we do not store any personal user data on our servers.
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What's completely free:
- Unlimited transactions
- Unlimited rules
- Unlimited budgets
- Track up to 3 subscriptions
- Payment reminders
- Budget alerts
- Interactive charts and filters
The following features require purchasing Premium subscription:
- Direct bank sync using Plaid (US & Canada only)
- AI related tasks such as document scanning, sms & email parsing
- Adding more than 1 account
- Custom categories
- Custom app icons
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Have questions or need help? Email us at [email protected]
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/