My Finances is the service that helps improve the organisation of our personal economy. Finding out all about our financial situation has never been so easy and useful.
Just register using the electronic banking passwords and find out the status and evolution of your personal economy. All the information we need: evolution of the balances of our financial products (accounts, deposits, credit cards, loans, etc.), deposits and withdrawals, movements...
We can easily:
Consult the situation of our savings as well as our credits and loans today and in past months. Its evolution over a period of time can be consulted globally or for each product.
Consult total income and outgoings for the month and their evolution throughout the year. It is also possible to consult how to distribute income and outgoings into different categories and compare amounts with the average for the year and the budget.
Consult movements in our accounts and credit cards, classifying and labelling them, adding comments and even filing, such as copies of an invoice in pdf or an image or document in Word or Excel. So we will have our files saved in the cloud safely.
Plan budgets and check their fulfilment or any deviations. To help us plan our personal economy for the year, we can indicate foreseen expenses each moth and then check their fulfilment.
Activate the alert service which advises us of certain situations: movements in our accounts, monthly expenses for a certain category have been exceeded or any deviation from the budget.
- The home screen can be freely configured to include graphs.
- Different profiles can be created to group our accounts: personal accounts, business accounts or association of owners' accounts.
- Movements of our accounts can be organised by associating them to our preferred categories and assigning labels to them.