Your money shouldn't feel complicated.
Finally shows you exactly where your money goes and what's holding you back.
- Get answers in less than 5 minutes
- No spreadsheets. No jargon. No judgment.
You're not bad with money. You just can't see it clearly.
One report. Everything that matters.
These are the five parts of a real Finally checkup, shown with sample numbers. Yours is built from your own transactions.
Why your score is what it is
Five factors, one honest read each. No black box: every number comes straight from your transactions. Open any factor for the full story.
Your statements end with ~$4,315 in cash. If income stopped today, that covers about 0.6 months of your real spending, and you’re adding ~$100 a month to it.
Aim for 3 months first, about $21,200 in cash for you. Automatic transfers beat willpower every time.
And the other four parts. Tap any one to open it.
Three steps to your financial truth.
What happens to your file.
Handing over a bank statement is a big ask. Here is exactly what happens to it, start to finish.
- 01 · Your file
The export from your bank.
A list of transactions: date, description, amount. You download it from your bank’s app yourself. No login, no password.
See it in writing → - 02 · What we read
We read the lines. The file is never saved.
The file itself is thrown away. The transactions and the last 4 digits of the account are kept encrypted, and only until step 04.
See it in writing → - 03 · How we use it
Each line gets a category.
LOBLAWS becomes Groceries, NETFLIX becomes Subscriptions, and your report is built from that. We never sell it or use it for ads.
See it in writing → - 04 · When it’s gone
Then it’s deleted.
No account: gone within 24 hours, automatically. With an account: delete everything whenever you want.
See it in writing →