Overview

Finma is a finance management application designed for iPhone users. The app primarily focuses on providing a comprehensive overview of a user's finances, tracking expenses, and ensuring privacy.

Finma enables users to gather statements from all their bank and credit card accounts, automatically creating transaction entries. The app also boasts of privacy-focused operations, whereby it processes all statements locally on-device and doesn't share transaction data externally.

Budget alerts feature allows users to set category-wise budgets and receive alerts upon crossing set thresholds. Rule-based auto-tagging is another defining feature where users can utilize rules for automatic categorization of their transactions.

Finma also monitors upcoming dues on users cards and can provide reminders to settle them on time. To ensure user-friendly navigation, Finma introduces visual filtering and interactive charts to find specific transactions or analyze spending by category.

Another unique feature is the 'Pull to Reach' mechanism, designed for easier single-handed use.The cash flow widget helps users understand their financial health by comparing income and investments over a specified period.

Finma's user interface is customizable, supporting widgets that provide a quick overview of finances from the home screen. Finma also auto-tracks expenses via email, supporting multiple popular email services.

Furthermore, it offers a dark theme for user personalization. All these features contribute towards empowering users to maintain and improve their financial health in a way that's privacy-focused and user-intuitive.

Releases

Finmav1.1.4

FinmaInitial

Get notified when a new version of Finma is released

Notify me

Finma v1.1.4

Apr 7, 2025

Delete Button in Transaction Expansion Card: Users can now delete transactions directly from the transaction expansion card, making it easier to manage and correct entries.

Fix for Inline Images: The update fixed a bug that prevented inline images in text from rendering properly, improving the overall user experience.

+ Submit new release

By unverified author Claim this AI

Pricing

Pricing model

Freemium

Paid options from

$2.99/month

Billing frequency

Monthly

Use tool

Save

🔗 Copy link

🗳️ Vote Best AI Tool

Featured

Financial management Finma

Financial management

2,257

1.0(2)

Overview Releases Alternatives Pricing Pros & Cons Prompts Reviews Q&A

Use tool

Save

Top alternatives

Compass AI

Got 99 Problems? With Compass, Cash Flow Ain't One.

Financial Management

Open

4,812 compassapp.ai

Share

Released 11mo ago
Free + from $49/mo

6,040
13
5.0
SimplyBudget AI

AI-powered smart budgeting for financial freedom.

Financial management

Open

Simply Budget

🛠️ 1 tool 🙏 12 karma

Mar 3, 2025

@SimplyBudget AI

Thanks for your feedback! Right now, SimplyBudget allows up to 30 transactions per month before the limit resets. However, we truly appreciate your input and are actively working on removing this limit. Instead, we're exploring a monetization strategy that keeps the app free for users while ensuring we can cover the costs of running it. Stay tuned for updates, and thanks again for trying SimplyBudget! (not ads, lol)

91 Reply Share Edit Delete Report

Share

Released 1y ago
Free + from $3.99/mo

3,197
38
3.9
Skwad

Manage money privately, without sharing bank logins.

Financial management

Open

431 skwad.app

michael.in.the.clouds42

🙏 8 karma

Apr 5, 2024

@Skwad

Cute expense tracking app. I really appreciate you can import old transactions (former Mint user here), i hope it's as good as it sounds.

1 Reply Share Edit Delete Report

Share

Released 1y ago
No pricing

2,470
29
Amigo AI

AI-powered finance management for smarter budgeting

Financial management

Open

500 www.amigo.finance

Amigo AI

🛠️ 1 tool 🙏 1 karma

Nov 15, 2024

@Amigo AI

Hi Federico, Thank you for taking the time to share your feedback. We truly appreciate all kinds of input as it helps us improve Amigo AI. If you'd like to explore the app further, we’d be more than happy to provide you with a redeem code for free access. Additionally, we're also open to sharing the code with the community if anyone is interested. Please let me know here, and I’ll share the coupon code with you directly! Love Amigo

1 Reply Share Edit Delete Report

Share

Released 1y ago
From $0.99/mo

2,437
20
2.6
Owny

AI-powered platform for managing capital, investors, and treasury

Financial management

Open

Share

🇺🇸 United States

Released 3y ago
No pricing

2,382
20
Zeni

Streamline startup finances with AI-powered bookkeeping.

Financial management

Open

302 www.zeni.ai

Share

🇺🇸 United States

Released 5y ago
From $549/yr

2,084
7

Promote AI Claim AI New release

Reviews

1.0

Average from 2 ratings.

★ ★ ★ ★ ★ 0

★ ★ ★ ★ 0

★ ★ ★ 0

★ ★ 0

★ 2

Your rating

★ ★ ★ ★ ★

Post

How would you rate Finma?

Help other people by letting them know if this AI was useful.

Prompts & Results

Title:

Description:

Prompt type*:

Prompt*:

Output type*:

Output*:

Add your own prompts and outputs to help others understand how to use this AI.

Pros and Cons

Pros

Comprehensive financial overview

Automatically creates transactions

Processes statements on-device

Doesn't share transaction data

Budget alerts feature

Rule-based auto-tagging

Dues reminder setup

Visual filtering feature

Interactive spending charts

Unique Pull-to-Reach mechanism

Cash flow widget

UI customization

Email expense tracking

Supports multiple email services

Dark theme option

All finances viewable in one place

User-friendly navigation

Single-handed usage feature

Supports financial health maintenance

Quick finance overview via widgets

No external data sharing

Privacy-focused operations

Gesture-controlled interface

Financial tracking via email

Automatic tracking of due payments

Layout customization

Home screen expense widgets

View 22 more pros

Cons

Only for iPhone users

Local processing requires storage

Limited email services integration

Manual expense entry cumbersome

Rule-based auto-tagging complex

No Android version

No desktop or web version

Dependent on email for expense tracking

No multi-device sync

Limited customization options

View 5 more cons

Included in lists

Mind Blowing AIs

34165

+50

Silviu

Q&A

What is Finma?

Finma is a finance management app exclusively designed for iPhone users. It offers a plethora of features to effectively manage and track finances including automated transaction entries by gathering all statements from a user's bank, credit card accounts, and email receipts.

How does Finma help manage my finances?

Finma manages your finances by providing a comprehensive overview of all your financial data in one place. It tracks expenses by gathering all your bank and credit card account statements and creating transaction entries. The app also allows you to set budgets and provides alerts when thresholds are crossed. Moreover, you get to categorize your transactions using rule-based auto-tagging and visualize your data with interactive charts.

What platforms does Finma support?

Finma is currently exclusively designed for the iPhone platform.

Where does Finma process my financial statements?

Finma processes all your financial statements locally on your iPhone. It does not share transactional data externally.

Does Finma share or sell my financial data?

No, Finma does not share or sell your financial data. The app processes all your financial statements locally on your device and no transaction data ever leaves your device.

What is the 'Pull to Reach' mechanism in Finma?

'Pull to Reach' in Finma is a unique mechanism designed for single-handed use. It allows users to swipe down to traverse across buttons on top and initiate actions - making navigation particularly convenient in tall phones.

+ Show 12 more

How does the cash flow widget in Finma work?

The cash flow widget in Finma helps you understand your overall financial health by providing an easy comparison of income and investments over a specified period. This widget allows you to quickly skim through previous months to get a clearer perspective on past financial performance and to plan better for the future.

Can I customize the Finma user interface?

Yes, Finma offers a customizable user interface. Your finance dashboard can be tailored to what matters most to you with the help of widgets, enabling you to quickly glance at important financial details.

Does Finma support widget functionality?

Yes, Finma supports widget functionality allowing you to keep an eye on your expenses directly from your iPhone's home screen.

Does Finma track expenses through my email?

Yes, Finma can track expenses via email by automatically searching your email for new financial statements and transactions.

Can I set spending thresholds and alerts on Finma?

Yes, with Finma, users can set category-wise budgets and receive alerts when they cross set thresholds. This feature is especially useful to avoid overspending and maintain better oversight of individual category expenses.

What email services does Finma support for expense tracking?

Finma supports expense tracking for most of the popular email services including Gmail, Yahoo, Outlook, and iCloud.

How does Finma categorize my transactions?

Finma categorizes your transactions using a rule-based auto-tagging feature. A rule can be a simple text matching any text within the transaction description or a regex matching a pattern for more advanced categorization.

Can I use Finma for single-handed use?

Yes, Finma is optimized for single-handed use. It even features a unique mechanism called 'Pull to Reach' that allows users to easily navigate across the app with one hand.

What is the purpose of Finma's rule-based auto-tagging feature?

Finma's rule-based auto-tagging feature simplifies the process of categorizing transactions. Users can create specific rules which then automatically categorize new transactions based on text within the transaction description or by using advanced regex matching patterns.

Does Finma provide due reminders for my cards?

Yes, Finma tracks upcoming dues on all your cards and provides reminders to settle them on time. You can also set custom alerts to get timely reminders up to a week in advance of due dates.

Can I track expenses from multiple bank accounts on Finma?

Yes, Finma allows tracking expenses from multiple bank accounts. It gathers statements from all of your bank and credit card accounts, thereby providing a comprehensive financial overview.

Does Finma support dark theme functionality?

Yes, Finma offers a dark theme functionality allowing users to manually choose their preferred theme.

Ask a question

Submit

Search

Finmav1.1.4

Overview

Releases

Pricing

Top alternatives

Related topics

Reviews

How would you rate Finma?

Prompts & Results

Pros and Cons

Pros

View 22 more pros

Cons

View 5 more cons

Included in lists

Q&A

Search

Overview

Releases

Pricing

Top alternatives

Related topics

Reviews

How would you rate Finma?

Prompts & Results

Pros and Cons

Pros

View 22 more pros

Cons

View 5 more cons

Included in lists

Q&A

Help

People also viewed

Feedback and Incident Report

AI Options

Create AI Tools

Mini Tool

Vibe code an AI Tool