SMALL STEPS. BIGGER POSSIBILITIES.
Meet MyFinance: your personal money workspace. See where your money goes, build better spending habits, and make a plan for less debt and the life you want.
One plan for your household. No bank connection needed. No perfect budget required.
Your own pace. Your own priorities. Estimates, not promises.
WHAT YOU GET · 7 QUICK WINS
MYFINANCE / YOUR NEXT CHAPTER
Checking your secure session…
Your plan
Database rules keep workspaces separate. Other users do not have access to your financial workspace by default. Passwords are stored as salted hashes, and sessions expire after 10 minutes without interaction.
MyFinance does not connect to your bank or move money. You choose which statement files to import.
Authorized server operators retain infrastructure access. Support access requires your approval and is time-limited and audited.
Start with a statement, not a bank connection.
MyFinance never moves your money.
Just one small start.
Import a statement. Get a clearer picture.
Choose your next step when you are ready.
LESS OVERWHELM. MORE “I CAN DO THIS.”
BASIC
Import CSV or OFX/QFX files from any bank or credit card, or PDF statements from TD Bank. Review categories and see spending in one place. A useful first step, not another spreadsheet project.
PRO
Category budgets, spending trends and forecasts help you spot patterns. Recurring-charge and unusual-charge alerts show what deserves a closer look.
PRO
Compare debt payoff plans and set monthly savings targets for an emergency fund, a home, college or a well-earned adventure.
ONE PLAN. YOUR WHOLE HOUSEHOLD.
Choose Basic or Pro. A 15-day trial includes all Pro features after selecting a plan and adding payment details in Stripe hosted Checkout.
BASIC
$9.99USD / month per household
Analytics, budgets, debt planning and goals require Pro.
PRO
$14.99USD / month per household
All Pro features are included during your 15-day trial, whichever plan you select.
Prices in USD, per household. Your selected plan is automatically charged after the 15-day trial unless cancelled. Only the household owner manages billing and invitations. Cancel in the Stripe billing portal; trial access continues until its end. The owner receives a reminder email 24 hours before the trial ends. Payment details are never entered in this app. Existing paid access is retained.
Month-by-month income, spending and net cashflow by year
YOUR SPENDING, ORGANIZED
A little clarity for every part of your life. Open a category to explore its transactions.
MYFINANCE PRO · ANALYTICS
Trends, moving averages, forecasts and signals across every category, so you can act before the month gets away from you.
PERSONALIZE YOUR WORKSPACE
Manage category names and the merchant mappings that automatically organize future imports.
A CLEARER PATH FORWARD
Every balance in one place. Pick a strategy, set what you can afford and watch the finish line move closer.
LESS GUESSWORK. MORE INTENTION.
Review imported spending and all your goals together. This is local, evidence-based coaching, not an external AI service or a CPA. No financial data is sent to third parties.
EVERY DETAIL, IN ONE PLACE
Review your activity, refine categories, and keep track of recurring bills.
Swipe sideways to see all transaction details.
| Date | Description | Category | Fixed / Income | Pays by | Amount |
|---|
Current imports save valid new rows directly and show duplicates, warnings and errors in the import result. This queue is only for older records.
Legacy import review How import results workOLDER QUEUED RECORDS ONLY
Current imports do not wait here. Read their results in the import dialog.
These records came from an older import queue. Compare with Transactions before using Add anyway: it bypasses duplicate checks and saves the record as Other without an account. Review the category and assign its source under Accounts afterwards. Dismiss removes only the queued copy, not an existing transaction.
| Date | Reason | Description | Amount | Action |
|---|
MAKE ROOM FOR WHAT MATTERS
Every goal gets a monthly amount that fits next to your bills and your debt-free plan.
KNOW WHERE YOUR MONEY GOES
Organize your imported accounts and review transfer recipients, so your spending, income and savings tell the right story.
ADVANCED DIAGNOSTICS / TRANSACTIONS
A closer look at how your totals are built. Review an imported statement and correct transfer decisions when needed.
Select an import first, then narrow by how transactions are handled. Review 50 transactions per page.
Choose an import to see its transactions and review how they affect your totals.
| Date | Description | Account / file | Category | How handled | Amount | Correct decision |
|---|---|---|---|---|---|---|
| Choose an import to get startedYour transactions will appear here, 50 at a time. | ||||||
ADVANCED DIAGNOSTICS / WORKSPACE HISTORY
Review imports and changes made in this workspace. Times are shown in your local time zone.
Imports, corrections and account activity in one place.
LEARN MYFINANCE
Short, narrated walkthroughs. Press play, pause any time, or jump to a chapter.