Personal & family, together

See your money,
and your family's, clearly.

Track wallets, budgets, investments, and goals. Share with your household transparently. Deep when you need it, simple when you don't.

Private by design Up to 5 family members All features in trial
Household Fund
$12,450.00
Jar System
On track
Investment P&L
+$2,814
Jan
Feb
Mar
Apr
May
Jun
For families

For households who want money to feel calm.

Money between loved ones is harder than money between business partners. Finely makes it easier.

For couples

Two people, one fund, and personal space

A shared pot for the household, separate wallets for each of you. Every contribution and every expense is visible. No one has to ask.

For parents

Hold a fund for your child until they're ready

Parents keep the education jar. When the child becomes independent, hand it over with full history. No starting over from zero.

For siblings

Split costs of caring without the awkwardness

Splitting care for parents, weddings, big purchases. Finely tracks who paid what and who owes what. No misremembering at year-end.

Features

Everything you need. Nothing you don't.

Not another basic expense tracker. A toolkit for people who want to look at money seriously, without the noise.

Six-jar system

A proven way to split income across six purposes. We sort transactions into the right jar so you don't have to think about it.

Personal & household

A clean line between your money and the household pot. Contribute, split, hand off. Every move stays clear, with full history.

Debts & loans

Track what you owe and what you've lent. Interest is auto-calculated, due dates are remembered for you, repayment splits by member.

Investments

Follow your portfolio across asset types. See realized and unrealized gains per transaction, the real picture, not just averages.

Budgets & goals

Set limits per category, track progress toward goals in real time, and get a gentle nudge before you cross a line.

Two-angle reports

The same money, two ways: by jar (for control) and by category (for context). Understand your habits, don't just summarize them.

Methodology

A foundation behind the simplicity.

Every feature has a tested method behind it. You don't have to learn a new system, just use the right one well.

The six-jar approach

A simple but effective way to allocate income across spending purposes, used by people around the world. We help you apply it without memorizing percentages.

Structured categories

Spending is organized into a structure that lets you see the bigger picture, instead of getting lost in scattered transactions.

Clear family sharing

A way to share money with the people you live with that everyone trusts. No questions to ask, nothing to remember.

Your information stays yours.

Your personal information is encrypted at rest. Even in the worst case, your data stays protected without the right key.

You can request to delete your account at any time, with 30 days to change your mind.

Managing your money shouldn't feel heavy. It also shouldn't feel so simple that it doesn't help. Finely is built for the space in between, deep enough for those who want to understand, light enough to use every day.

Personal and family finances deserve to be done with care. That's the work we're trying to do.

The Finely team
FAQ

A few things you might be wondering.

What does the free trial include?
You get one month with full access to every feature, long enough to see if Finely fits how you think about money.
What happens after the trial?
You can decide whether to continue. We'll let you know in advance, no surprises and no automatic charges.
Is my information kept private?
Yes. Your personal information is encrypted at rest. That's a baseline for us, not an upgrade.
What if I want to delete my account?
You can request deletion any time. There's a 30-day window in case you change your mind, after which everything is removed for good.
Is there a mobile app?
The web version works smoothly on mobile. A dedicated app is on the roadmap.

Ready to see your money clearly?

30 seconds to start. One month to feel it.