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Finary Budget
Finary Budget

Finary Budget

ProductOperating Status: Currently Offered

Finary's cashflow tool tracks household budgets inside its wealth platform.

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Overview

Finary's budget module, presented under the Cashflow label on its budget page, gives users a spending and cash-flow view inside the wealth platform. It categorizes household expenses and links them with the user's tracked wealth for one financial picture.

The module shares the account and onboarding of the company's wealth tracking, and its plans surface lists budget control among the features of the Finary Plus and Finary Lite subscription tiers.

Finary Budget - Classification

Customer
  • Consumer
Tags
  • Fintech SaaS

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Finary Budget - Direct Competitors

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    Personal Finance App

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    PocketSmith Budgeting

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AttributeFinary BudgetPersonal Finance AppPocketSmith BudgetingQuicken SimplifiYNAB Budgeting
ProviderFinaryfinary.com37.5M raised · Series BMonarch Moneymonarchmoney.com19.8M raised · Series APocketSmithpocketsmith.comQuickenquicken.comYNABynab.com
Founded20202019200819842003
Sells ToConsumers————
Pricing ModelRecurring, Software————
OwnershipVenture Capital————
Finary Budget

Provider Finaryfinary.com37.5M raised · Series B

Founded 2020

Sells To Consumers

Pricing Model Recurring, Software

Ownership Venture Capital

Personal Finance App

Provider Monarch Moneymonarchmoney.com19.8M raised · Series A

Founded 2019

Sells To —

Pricing Model —

Ownership —

PocketSmith Budgeting

Provider PocketSmithpocketsmith.com

Founded 2008

Sells To —

Pricing Model —

Ownership —

Quicken Simplifi

Provider Quickenquicken.com

Founded 1984

Sells To —

Pricing Model —

Ownership —

YNAB Budgeting

Provider YNABynab.com

Founded 2003

Sells To —

Pricing Model —

Ownership —

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