Spending, accounts, investments, liabilities and goals in one app

Key takeaways

• •Spending, bank accounts, investments, liabilities and goals live in one app, not five.
• •Net worth is calculated for you: assets minus liabilities, updated as accounts sync.
• •Savings goals sit next to the accounts that fund them, so progress is always in view.
• •Every account counts toward one total in the currency you choose.

Why use one app for all your finances?

Money spread across a budgeting app, a brokerage app, a loan portal and a spreadsheet never adds up to one answer. Each tool shows its own slice, so the question that matters, whether you are actually getting ahead, has no single place to be answered. Keeping spending, investments, liabilities and goals together makes that answer a number.

How does EasyFin calculate net worth?

Net worth is everything you own minus everything you owe: bank balances and investment holdings on one side, loans, mortgages and credit-card balances on the other. Accounts in different currencies are converted to the currency you choose, so the total is real rather than a sum of mixed units.

Can I track savings goals in EasyFin?

Yes. Set a target amount and a date for what you are saving toward, and EasyFin shows how far along you are next to the rest of your finances.

Frequently asked questions

Does EasyFin track loans and credit cards?

Yes. Loans, mortgages and credit-card balances are tracked as liabilities and subtracted from your assets, so net worth reflects what you owe as well as what you own.

Is EasyFin only a budgeting app?

No. Budgets are one part of it. EasyFin also tracks bank accounts, investment portfolios, liabilities and goals, so it covers your whole financial picture rather than monthly spending alone.