FinBoard

Stop opening five apps to find out what you're worth.

FinBoard brings your bank accounts, investments, crypto and loans together in one number: your net worth, always up to date. And it takes the chore out of logging every expense by hand.

YOUR BANK, CONNECTED Connect your bank through Open Banking (PSD2) and transactions arrive on their own, already categorised. Rather not connect it? Import your statement as a CSV or add transactions by hand.

SNAP THE RECEIPT, EXPENSE LOGGED Take a photo of the receipt with your phone. FinBoard reads the amount, date and merchant and fills in the transaction for you.

YOUR PORTFOLIO, VALUED TODAY Stocks, ETFs, funds and crypto with prices updated daily and converted to your currency. Real returns per position, with FIFO average cost, realised gains and dividends included.

BUDGETS THAT WARN YOU IN TIME Set a limit per category and track how you're doing each month. Salary, rent and subscriptions reconcile themselves with recurring rules, and whatever you don't spend in a category rolls over to the next month.

ALL YOUR MONEY IN ONE NUMBER Cash, savings, investments, crypto and your mortgage or loans in a single view. Watch your net worth evolve month by month, in the currency you choose.

ON YOUR PHONE AND YOUR COMPUTER The same account on your iPhone and at finboard.me. Available in English and Spanish, multi-currency, and you can export all your data as CSV whenever you like.

CONNECTING YOUR BANK DOESN'T MEAN HANDING US THE KEYS • Your credentials stay with your bank: you type them on your own bank's website, they never reach FinBoard. • Read-only: FinBoard can see your transactions, never move your money. • Data hosted in the European Union, under GDPR. • Your financial data is never sold or shared with third parties.

PLANS FinBoard is free to get started. The Basic and Pro plans raise your limits and unlock features such as daily bank sync and budgets, and are available in the app as monthly or annual subscriptions. Payment is charged to your App Store account, and the subscription renews automatically unless cancelled at least 24 hours before the end of the current period. You can manage or cancel it in your App Store account settings.

Terms of Use: https://finboard.me/terms-and-conditions Privacy Policy: https://finboard.me/privacy

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