features

Insights to Fuel Decision Making

How do you make sense out of a bunch of transaction and account data? One of the first ways is to visualize it with charts and graphs and reports. MyFinancials does that and more!

Insightful Charts, Graphs, Reports

We included charts, graphs, and reports throughout the app to ensure you've got all of the visuals to make good financial decisions.  Here are the ones included in the Insights area:

  • Cash Flow
  • Spending Category Groups
  • Spending Categories
  • Projected Bills & Income
  • Investments
  • Net Worth Over Time
  • Tax Report
  • Net Worth Report
  • Category Report

There are also graphs for stock portfolio holdings, spending, and income within the account transaction views.  Use the filtering menu (spending, income) and the Portfolio selector to reveal those graphs.

Latest Posts

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Ramit Sethi’s "Conscious Spending Plan" and MyFinancials

Here's how you can track Ramit Sethi's four major buckets of where your money should go within MyFinancials. You'll be amazed at how easy it is!

How to Configure Our Apple Pay Integration

We all use Apple Pay, Apple's tap-to-pay, to make purchases. This article explains how you can configure your device so that those transactions are entered automatically.

Customize My Financials with Images & Emoji's

Tailoring wallet mode, payee images, and category emoji's helps you map your financials to the things that hold meaning to you. It is motivational and it helps you discern at a glance where your money is going.

Getting Started with My Financials

In this article we'll help you get up to speed quickly with My Financials!

Keeping Security Prices Up to Date

This article shows how you can keep security prices up to date in the application.

Here's Our Open Data Format (CSV)

This article explains our open document format that can be used to import your data. It forms the backbone of our backup and restore functionality.

Receipts - It's Really a Matter of Trust!

This article explains our innovative receipts feature and how it can be used to securely enter transactions.

Siri - Say What?

Siri can be very useful when it comes to finances, but we also must be careful so that things like your net worth aren't revealed! Here are a few expressions that work right out of the box.