Everything ThefinU offers is designed to give finance-app power with spreadsheet flexibility. Here's a closer look at each feature.
Automatic daily syncs
Transactions, balances, and accounts refresh automatically every day — completely hands-free. New transactions typically appear within hours of posting.
Smart categorization
Categories help classify your transactions automatically, making it easy to see where your money goes without tagging everything by hand.
Templates & reports
Start from premade budget trackers and net-worth dashboards, then generate monthly and yearly reports straight from your transaction data.