Finantly

Bring budgets, investments, debts and net worth into one dashboard with learning CSV categorization and planning calculators.

Facts checked September 27, 2026Independently reviewed

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UpPeek editorial take

Why it's worth a peek

Finantly connects everyday budgeting with investments, debts and long-range planning, so progress is visible without maintaining a fragile finance spreadsheet.

Try this in 5 minutes

Import bank CSV files and categorize transactions

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Best for

People tracking finances across accounts and currencies
Spreadsheet users who want less manual upkeep
Households planning for FIRE, property or debt payoff

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What you can do

Import bank CSV files and categorize transactions
Track net worth across cash, assets and debts
Run planning calculators using personal figures

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What stands out

Budgets and investments in one model
Learning CSV categorization
Encryption plus export and deletion controls claimed by the maker

Pricing & availability

Before you try it

Available on: Web

The maker announced launch-period founding pricing. Check the official website for current plans and terms.

Source: Public launch page. Product details can change; verify them on the official source before purchasing.

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Where this problem is already being discussed

A researched starting point for understanding potential users—not a scraped lead list or guaranteed demand. Read the community rules, contribute something useful and never mass-post a pitch.

Likely early audience

People managing budgets, investments and net worth in fragile spreadsheets across several accounts.

Language to listen for

•merging bank statements manually
•tracking investments separately from spending
•wanting one trustworthy net-worth view

A useful way to join

Offer a safe CSV-import walkthrough and explain privacy before asking anyone to move financial data.

Public problem signal · Reddit · r/FIREPakistanPersonal-finance users are building all-in-one dashboards themselves ↗The post describes merging statements, categorizing transactions and tracking spending, savings and investments together.

About this listing

UpPeek selected and described this discovery independently. Inclusion does not imply a partnership or endorsement, and no unverified growth or performance result is shown.

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