Practical tools for a clearer money routine.
Your budget, spending, upcoming commitments and goals each have a place. Explore what you can actually do with FinMate.
Know where your money goes.
Start with a realistic monthly amount. Add expenses as you go and organize them with categories and useful details — so your overview reflects what you recorded, not a guess.
- Default monthly budget with month-specific adjustments
- Expense records, categories, tags and quick templates
- CSV import for supported expense data
One place for the everyday details
Instead of reconstructing a month from memory, keep the spending information you enter organized as it happens.
Give upcoming payments a place in the plan.
Recurring costs and planned spending matter just as much as yesterday’s receipts. Keep commitments visible and see what may be coming up.
- Recurring expense schedules
- Planned spending and relevant reminders
- Forward-looking views based on your records
Less last-minute surprise
Keep planned obligations within reach when checking how the rest of your month is shaping up.
Turn records into useful context.
Review progress on goals and explore spending projections. Safe to Spend and forecasts use available records and assumptions; they are not live account balances or guarantees.
- Goal tracking and contributions
- Charts and spending summaries
- Forecast and Safe to Spend where available
See progress, not just transactions
Check what has changed and decide where to focus next with a clearer monthly picture.
Helpful tools, without handing over your bank login.
Switch between Greek and English, use Privacy Mode on screen and export information through eligible account tools. You decide what financial details to add.
- No bank-account connection required
- Privacy Mode for on-screen discretion
- Greek and English interface
An intentional approach to your data
FinMate cannot automatically see balances or purchases from your bank. Your plan is based on the information available in FinMate.
When you want an explanation, ask AI Coach.
Eligible Pro accounts can explicitly opt in and ask for explanations of their FinMate information. AI Coach has usage limits and is not a bank, accountant or investment adviser.
Make your money plan feel manageable.
A clearer overview starts with the information you choose to track.