Features
Everything you need to manage your personal finances intelligently and securely.
Smart Dashboard
Visualize your complete financial situation at a glance. Income, expenses, savings and debts in real time.
- Key KPIs: income, expenses, balance and savings rate
- Expense distribution by category with interactive charts
- Monthly income vs expenses evolution
- Active debts and savings goals summary
Expense Tracking
Track fixed expenses, variable expenses and subscriptions. Categorize and analyze where your money goes.
- Recurring fixed expenses with configurable frequency
- Variable expenses with automatic categorization
- Subscription management with renewal alerts
- Complete history with filters and advanced search
Debt Management
Control your bank and personal debts. Record partial payments and visualize your progress.
- Track loans, mortgages and personal debts
- Partial payments with outstanding balance tracking
- Amortization charts and payment progress
- Due date alerts and upcoming payments
Savings Goals
Set savings goals and track your progress with periodic contributions.
- Goals with deadlines and target amounts
- Manual contributions with detailed history
- Visual progress bar with percentage achieved
- Multiple simultaneous goals with prioritization
Financial Calendar
View all your payments and income on an interactive calendar. Never miss a date.
- Monthly view with all financial events
- Color coding by type: income, expenses, debts
- Click-through detail for each event
- Automatic sync with your records
Subscription Control
Track all your active subscriptions with automatic renewal and expiry alerts.
- Track all active subscriptions
- Renewal and expiry alerts
- Real-time accumulated monthly cost
- Categorization by service type
Document Management
Upload and organize invoices, contracts and receipts with secure storage.
- Document upload with secure S3 storage
- Organization by categories and tags
- Quick search by name or content
- Document encryption with E2EE
Overview & Annual Summary
Complete view of your financial situation with PDF and Excel export.
- Monthly summary with year-over-year comparison
- PDF export with professional design
- Excel export for custom analysis
- Evolution and distribution charts
Security & Privacy
Mandatory end-to-end encryption and full GDPR compliance.
- E2EE encryption with AES-256-GCM (mandatory)
- Notifications with configurable privacy levels
- Full data export (GDPR)
- Permanent account deletion with cascade data removal