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Financial management vv1.1.4

Finma ✓

All your finances in one place, beautifully managed.

Source rating 1.0 (2) 5k views 30 saves Freemium
Local Finance Management Expense Tracking
More categories (4)
Financial Health iPhone App Cash Flow Monitoring Financial management
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Free + from $2.99/mo

Verdict

A quick read before you dig into the full page.

Best if
All your finances in one place, beautifully managed
Skip if
Rule-based auto-tagging complex
Pick this when
Comprehensive financial overview

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Overview

Finma is a finance management application designed for iPhone users. The app primarily focuses on providing a comprehensive overview of a user's finances, tracking expenses, and ensuring privacy.

Finma enables users to gather statements from all their bank and credit card accounts, automatically creating transaction entries. The app also boasts of privacy-focused operations, whereby it processes all statements locally on-device and doesn't share transaction data externally.

Budget alerts feature allows users to set category-wise budgets and receive alerts upon crossing set thresholds. Rule-based auto-tagging is another defining feature where users can utilize rules for automatic categorization of their transactions.

Finma also monitors upcoming dues on users cards and can provide reminders to settle them on time. To ensure user-friendly navigation, Finma introduces visual filtering and interactive charts to find specific transactions or analyze spending by category.

Another unique feature is the 'Pull to Reach' mechanism, designed for easier single-handed use.The cash flow widget helps users understand their financial health by comparing income and investments over a specified period.

Finma's user interface is customizable, supporting widgets that provide a quick overview of finances from the home screen. Finma also auto-tracks expenses via email, supporting multiple popular email services.

Furthermore, it offers a dark theme for user personalization. All these features contribute towards empowering users to maintain and improve their financial health in a way that's privacy-focused and user-intuitive.

Finma website

Access & connections

Where you can use Finma.

Platforms

Web iOS

Capabilities

What this tool accepts, produces, and is strongest at.

Input

  • Tabular

Output

  • Tabular

Pros & cons

Pros

  • Comprehensive financial overview
  • Automatically creates transactions
  • Processes statements on-device
  • Doesn't share transaction data
  • Budget alerts feature
  • Rule-based auto-tagging
  • Dues reminder setup
  • Visual filtering feature
Show 19 more
  • Interactive spending charts
  • Unique Pull-to-Reach mechanism
  • Cash flow widget
  • UI customization
  • Email expense tracking
  • Supports multiple email services
  • Dark theme option
  • All finances viewable in one place
  • User-friendly navigation
  • Single-handed usage feature
  • Supports financial health maintenance
  • Quick finance overview via widgets
  • No external data sharing
  • Privacy-focused operations
  • Gesture-controlled interface
  • Financial tracking via email
  • Automatic tracking of due payments
  • Layout customization
  • Home screen expense widgets

Cons

  • Only for iPhone users
  • Local processing requires storage
  • Limited email services integration
  • Manual expense entry cumbersome
  • Rule-based auto-tagging complex
  • No Android version
  • No desktop or web version
  • Dependent on email for expense tracking
Show 2 more
  • No multi-device sync
  • Limited customization options

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Releases 2

Finma v1.1.4 Apr 7, 2025 Current

Delete Button in Transaction Expansion Card: Users can now delete transactions directly from the transaction expansion card, making it easier to manage and correct entries.

Fix for Inline Images: The update fixed a bug that prevented inline images in text from rendering properly, improving the overall user experience.

Initial release May 11, 2024
Initial release of Finma.

FAQ 12

What is Finma?
Finma is a finance management app exclusively designed for iPhone users. It offers a plethora of features to effectively manage and track finances including automated transaction entries by gathering all statements from a user's bank, credit card accounts, and email receipts.
How does Finma help manage my finances?
Finma manages your finances by providing a comprehensive overview of all your financial data in one place. It tracks expenses by gathering all your bank and credit card account statements and creating transaction entries. The app also allows you to set budgets and provides alerts when thresholds are crossed. Moreover, you get to categorize your transactions using rule-based auto-tagging and visualize your data with interactive charts.
What platforms does Finma support?
Finma is currently exclusively designed for the iPhone platform.
Where does Finma process my financial statements?
Finma processes all your financial statements locally on your iPhone. It does not share transactional data externally.
Does Finma share or sell my financial data?
No, Finma does not share or sell your financial data. The app processes all your financial statements locally on your device and no transaction data ever leaves your device.
What is the 'Pull to Reach' mechanism in Finma?
'Pull to Reach' in Finma is a unique mechanism designed for single-handed use. It allows users to swipe down to traverse across buttons on top and initiate actions - making navigation particularly convenient in tall phones.
How does the cash flow widget in Finma work?
The cash flow widget in Finma helps you understand your overall financial health by providing an easy comparison of income and investments over a specified period. This widget allows you to quickly skim through previous months to get a clearer perspective on past financial performance and to plan better for the future.
Can I customize the Finma user interface?
Yes, Finma offers a customizable user interface. Your finance dashboard can be tailored to what matters most to you with the help of widgets, enabling you to quickly glance at important financial details.
Does Finma support widget functionality?
Yes, Finma supports widget functionality allowing you to keep an eye on your expenses directly from your iPhone's home screen.
Does Finma track expenses through my email?
Yes, Finma can track expenses via email by automatically searching your email for new financial statements and transactions.
Can I set spending thresholds and alerts on Finma?
Yes, with Finma, users can set category-wise budgets and receive alerts when they cross set thresholds. This feature is especially useful to avoid overspending and maintain better oversight of individual category expenses.
What email services does Finma support for expense tracking?
Finma supports expense tracking for most of the popular email services including Gmail, Yahoo, Outlook, and iCloud.
Finma Free + from $2.99/mo
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