Features
Incomes & Expenses Tracking
Log your income sources and expenses effortlessly. See where your money goes in real time with automatic updates.
Monthly Summary & 12-Month Overview
Get a clear monthly summary and a 12-month trend to monitor progress and adjust spending patterns over time.
Custom Expense Categories
Create custom categories to reflect your unique lifestyle. Adjust them anytime as your needs evolve.
AI-Powered Budget Optimization
Our AI analyzes your spending and suggests adding, removing, or adjusting categories to match your real habits.
Needs vs. Wants vs. Investments
See your spending divided into needs, wants, and investments. Stay aligned with your financial goals.
Multi-Currency Support
Manage income and expenses in multiple currencies – perfect for freelancers, travelers, and global citizens.
FAQ
Frequently asked questions
Quick answers to the questions people ask most before getting started.
You can add all of your investments, savings, liabilities, and budget data. Selfinance gathers everything into one dashboard, aggregating by months, categories, or asset types. Market data updates automatically — crypto every 15 minutes; stocks, commodities, and currencies daily.
Predefined categories are only suggestions. You can create your own, define whether it's a need, want, or investment, and set expected limits. You can also use AI to generate categories based on your prompt and real expenses from the last month or year, depending on your plan.
Yes! Selfinance visualizes your spending by categories and divides them into needs, wants, and investments. It also compares these trends against your incomes so you can see the full picture over time.
Yes! Connect Selfinance to Claude or ChatGPT via the AI connector and add expenses by chat: describe what you spent and AI logs and categorizes it for you.
Yes, Selfinance supports multiple currencies with automatic exchange rate conversion to your base currency. Currently supported: USD, EUR, PLN, GBP, and CHF — with more coming soon.
Yes! The AI tool provides an overview of your expenses and suggests improvements. It can recommend adding, removing, or adjusting categories to better align with your real spending habits.