Good questions. Clear answers.

FinMate is a personal finance organization tool for recording expenses, making monthly budgets, planning commitments and tracking financial goals.

No. FinMate uses information you enter or import. You do not need to share bank credentials.

Yes. Free includes the essential organization features, subject to plan and usage limits. Compare the plans for more information.

Create an account, verify your email and start by setting a monthly budget. Then add the expenses you want to track.

Yes. Set a default monthly budget and change individual months when needed.

You can record repeat commitments and view relevant upcoming expenses in your plan.

No. Forecasts use available spending records and commitments, not live bank balances or income feeds. They are estimates, not guarantees.

Supported CSV import workflows are available according to your account features and eligibility. Review the import instructions before uploading a file.

FinMate does not request your online banking username or password for account synchronization.

Privacy Mode helps mask sensitive amounts in parts of the interface when someone else might see your screen.

No. AI Coach is optional, requires an eligible Pro entitlement and explicit consent, and is used when you request guidance.

Pro adds eligible planning and insight tools. Pricing, feature availability, trials and limits are shown in your account.

Plan changes are managed inside your account and are subject to the current subscription lifecycle and billing availability.

The public contact form is temporarily unavailable. You can still review these questions while contact delivery is being configured.