Every account and transaction, in one place.
Add your accounts, build their history from your transactions, and follow the month’s payments on a calendar. Enter things by hand or bring your history in from your bank — there’s no bank login.
- Five account categoriesEveryday (current accounts and cards), savings, investments, retirement and debts.
- Multiple currenciesEach account keeps its own currency.
- No bank loginType transactions in or import your bank’s statement.
Accounts for every part of your finances
Add current accounts and cards, savings accounts, investments, pensions and debts. Savings, investments and pensions make up your portfolio, while current accounts and cards are used for everyday spending and budgeting. Debts are included when calculating your net worth.
Your transaction history, easy to find
Keep every transaction in one place and find anything again with search and filters. Organise your transactions, link them to the right payee or payer, and keep transfers between your own accounts connected. For investments and pensions, contributions are recorded separately from performance, so Finzya can tell what you put in from how the value changed.
- Search and filter your full transaction history
- Start with Finzya’s default categories, or set up your own
- Payees and payers with their brand logos
- Transfers between your own accounts are linked, including between currencies
Bring your history with you
Import years of past transactions from your bank to rebuild your account history in Finzya. Savings, investment and pension history can be imported from a CSV or Excel file too, so your portfolio doesn’t have to start from today.
- Smart mapping helps match the columns in your file
- Finzya suggests payees and categories as you review the import
- Correct a suggestion once and Finzya applies it to similar transactions
- Problems in the file are shown before anything is imported
- Nothing is saved until you’ve reviewed it
Your everyday payments on a calendar
See payments from your everyday accounts on a monthly calendar, with what has already been paid and what is still to come. Add, edit or record payments as you go.
- Upcoming recurring bills and income on their due dates
- Record or edit payments directly from the calendar
- When you add a payment, Finzya suggests the ones you make regularly
Every feature, explained.
Net worth & portfolio
What you own, what you owe and how it has changed — one figure across every account and currency.
See how it works
Spending & cash flow
Where your money came from and where it went, by category, payee and month.
See how it works
Budgets & saving pots
Plan your spending by area and put money aside in saving pots for your goals.
See how it works
Financial Journey
Project your portfolio decades ahead, with life events on the curve.
See how it worksSee where your money
is taking you.
Bring your finances together today, then see what they could look like years from now.