Accounts
Track All Your Accounts
Securely link and track all your bank accounts, credit cards, investment accounts, mortgages, homes, vehicles and more for a holistic view of all your finances
Securely link all your accounts from over 20,000+ financial institutions, worldwide.
FinWise partners with Plaid, Yodlee and MX allowing you to securely link all your bank accounts, credit cards, investment accounts, mortgages, bonds, homes, vehicles and more to FinWise.
Your accounts are linked using bank-grade encryption and security practises, with read-only access. FinWise never sees or stores your login details, or makes any of your information available to any third-parties.
20,000+ Institutions Supported
Securely link all your accounts from over 20,000 institutions worldwide, including banks, credit cards, investment accounts, mortgages, line of credits and more
Safe And Secure
FinWise uses the latest bank-grade encryption and security practises to keep your data private, safe and secure.
Import Balance History
Moving from another app like Monarch, Simplifi or Copilot to FinWise? Easily import all your historic account balances into FinWise.
Account Insights
See how much credit you have, or how far you are from paying off your mortgage. FinWise gives you deep insights into your accounts.
Near Realtime Updates
Your accounts automatically sync multiple times a day, and when you make a payment or transfer so that you always have up-to-date information in FinWise.
Create Manual Accounts
Manually add accounts for things like jewellery, cash, art or collectables. You can import transactions and balance history using CSV files.
Multi Currency
Seamlessly handle accounts with different currencies, all in once place with FinWise. Balances are converted into your preferred base currency.
Stable And Reliable Connections
Connections to your accounts are stable and reliable, and we work closely with our data providers to ensure your accounts remain synced and connected.
Make Payments (Coming soon)
Make payments and transfers directly in FinWise for selected accounts and providers, using secure OAuth & API integration.
Manage Your Money Better Today
Stay on top of your finances and save money with FinWise
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