Multi-tenant personal finance platform
Take control of your money — without the spreadsheet chaos
Track transactions, master budgets, reach savings goals, and understand your net worth. Free for individuals. Built for households and teams.
Free forever plan · No credit card · Setup in 2 minutes
Net worth
$24,580
Monthly savings
+12%
Budget utilization
Why Finance Assistant?
Scattered accounts and guesswork end here. One workspace for clarity, control, and confidence.
See everything
Accounts, transactions, and net worth in one real-time dashboard.
Stay on budget
Monthly budgets with alerts before you overspend.
Reach goals faster
Savings goals with progress tracking and completion forecasts.
Built for how you manage money
From daily spending to long-term goals — explore the modules that power your workspace.
Real-time income, expense, and net worth metrics with interactive charts and tenant workspace switching.
Track income, expenses, and transfers with categories, tags, and receipt attachments.
Set monthly budgets, monitor utilization, and get alerts before overspending.
Create savings goals, add contributions, and see forecasted completion dates.
Loved by individuals, households, and teams
“I finally stopped juggling spreadsheets. Everything is in one dashboard.”
“We manage household spending together without stepping on each other's toes.”
“Our small team tracks shared expenses with clear accountability.”
Simple plans that grow with you
Free
$0.00/mo
For individuals getting started with personal finance.
Pro
$9.99/mo
For households and power users.
Business
$29.99/mo
For small teams managing shared finances.
Get started in 3 steps
- 1 Create your free account
- 2 Add accounts and transactions
- 3 Set budgets and watch your progress
Ready to manage money with confidence?
Start free — no credit card required. Setup takes less than 2 minutes.