If you want something more comprehensive to track spending, retirement and taxes, Canua is a good option. This personal finance app provides a unified view of your financial situation by tracking accounts, investments and taxes. It imports and categorizes data automatically, giving you a unified view of your financial situation. With automatic FBAR report filing, integration with more than 17,000 banks and brokerages, crypto wallets and real estate assets, Canua is geared for people with more complex finances.
Another option is Kniru, an AI-based financial advisor that offers personalized advice and insights for investments, expenses, retirement and taxes. It offers hyper-personalized financial management with features like personalized savings suggestions, bill due date reminders and overspending alerts. You can connect accounts from the US, Canada, India and soon the UK, so it's a good option for people with multiple financial services.
For a more automated approach, check out Parthean, which automates and streamlines things like savings, investments and debt repayment. It also offers real-time insights, spending tracking and a personal financial assistant. Parthean is designed with security in mind, with bank-level encryption and anonymized data processing, so it's a good option for people who want a comprehensive financial management system.
Last, Fina is a flexible tool for tracking your finances with unlimited custom categories, personal metrics tracking, flexible budgeting and deep connections to banks and investments. Fina uses AES-256 encryption and doesn't store financial account credentials, so your data is protected. It's available in the US and Canada, with pricing that's not bad and a free trial, so it's a good option for anyone who wants to get a handle on their finances.