FinSight

FinSight

Money has a story. Finally read it.

A private place for the receipts in your bag, the subscriptions you forgot, and the plans you keep meaning to start.

Start your workspaceSign in
  • No bank login required
  • Nothing imports until you say so
  • Yours alone—always

Three quiet turns

Most money apps shout. FinSight listens first.

A calmer rhythm for people who want to notice what is happening before they try to fix it.

  1. 01

    Notice

    The coffee, the transfer, the PDF from your bank—collected without the lecture.

  2. 02

    Understand

    Patterns surface gently: where the month is drifting, and what is still on track.

  3. 03

    Decide

    Budgets, goals, and debts sit beside the same truth, so the next choice feels smaller.

How it works

From a pile on the desk to a picture you trust.

Stay current on your terms—type a purchase, upload a statement, or catch up on Sunday night.

Quick capture

Groceries · Checking · just now

Uploaded receipt

Market run

64.12

New expenseDetails extracted

64.12

Paid from

Checking

Category

Groceries

Everything stays editableSave transaction

One workspace

Everything that belongs together, finally together.

Start with accounts and transactions. Open the deeper drawers when you are ready.

01

Accounts

Cash, cards, savings, investments, liabilities—balances you can reconcile.

02

Transactions

Income, expenses, transfers, splits, notes, and attachments in one history.

03

Statement imports

CSV or PDF in. Review, align balances, then commit.

04

Analytics

Cash flow and categories without the dashboard theater.

05

Budgets

Practical limits that show drift early.

06

Goals

Milestones tied to the money you already track.

07

Recurring

Subscriptions and income sources that stop hiding.

08

Debts

Payoff paths beside the rest of your picture.

09

Portfolio

Holdings next to everyday cash—not in another silo.

Kept close

This is your desk. Nobody else sits here.

The public page never shows personal numbers. Your ledger appears only after you sign in, and only for you.

Scoped to you

Queries and edits stay inside your ownership boundary.

Signed-in access
Every finance view needs your session first.
Scoped to you
Queries and edits stay inside your ownership boundary.
Review before import
Extracted activity waits until you confirm it.
Leave cleanly
Account deletion asks once, then removes what was yours.

When you are ready

Clear the desk. Keep the story.

Open a private workspace with the accounts, statements, or transactions you already have.

Start your workspaceSign in