“Fin” for finance, “Tabi” from the Japanese word for journey. FinTabi is your tool for your financial journey. And only you can see your data.
YOUR DATA, YOUR CONTROL
• No account to create and no sign-in. FinTabi has no servers, so there is nothing of yours for us to see
• Statement reading and categorization run on your device, never on a server
• iCloud sync uses Apple’s private database, encrypted and accessible only to you
• No ads, no analytics, no tracking
• Privacy Mode hides your balances on screen; only Face ID or your passcode reveals them
• Market quotes are fetched by ticker symbol only; your shares, balances and account names are never sent
• Delete the app and your data stays in your iCloud
KNOW IF YOU’RE ON TRACK TO RETIRE
• 10,000 simulations with varying returns and inflation show how often your savings outlast you
• Factors in Social Security, pensions, part-time work, taxes and your mortgage
• See the range of what you’d have left at the end, in today’s dollars
• See how exposed you are to retiring into a down market
• Below 80%? See how much later to retire, how much less to spend, or how much more to save
PLAN THE NEXT TEN YEARS
• The Roadmap compares where you are with your near-term and stretch goals: taxes, a budget and a 10-year projection for each
• The Vision Board keeps your goals in sight and celebrates them when you get there
YOUR WHOLE PICTURE
• Net worth across cash, investments, property, loans and credit cards, tracked over time
• Money Flow traces each month’s income to where it ended up, down to the tags you use
• Insights reports with exact figures under every chart, and search any merchant or keyword across all accounts for its total
BUDGETS BUILT FROM REAL SPENDING
• Starter budgets from your last 12 months, so you begin from what you really spend
• Categories grouped into Fixed, Essentials and Extras, so you know what’s realistic to cut
• Yearly Bills shows irregular costs like insurance and property tax, and what to set aside each month
• Annual budgets are judged on the year’s running total, so a big bill month isn’t overspending
• Spending vs Budget suggests what to change, and import reminders keep it current
TRANSACTIONS WITHOUT THE BUSYWORK
• Import statements as OFX, QFX, QBO, CSV or PDF, read on your device and never uploaded
• Balance validation confirms every transaction was captured
• Categorization learns your merchants; Categorize by Merchant tidies a big import
• Tags, search, filters, bulk edits and duplicate detection
INVESTMENTS AT A GLANCE
• Stocks, ETFs, options, bonds, CDs, crypto and cash across brokerage and retirement accounts
• Tax lots that follow your broker’s cost basis method, and gains this year including dividends and interest
• Import dividends and interest from your broker’s CSV and see totals by symbol
• Prices refresh automatically (15-minute delayed quotes)
WHY NO BANK SYNC?
Your privacy. Connecting your bank means giving a third-party data aggregator your login, or standing access to every transaction you make. FinTabi never does, so your bank credentials and transaction history are never shared with anyone. Importing a statement takes a few extra taps, but your data stays yours.
It also keeps FinTabi affordable: aggregators charge a fee for every connected account that alone would exceed the $0.99/month subscription.
BUILT BY ONE PERSON, SHAPED BY YOU
FinTabi is made by one independent developer and updated often, five times since its September launch. Several features began as user suggestions. Have an idea? Settings › Contact Support reaches me directly.
SUBSCRIPTION
FinTabi is free for your first 30 days: every feature, no payment details required. After that, continuing requires an auto-renewing subscription of $0.99 per month, purchased in the app. Payment is charged to your Apple Account and renews at $0.99/month until cancelled. Cancel anytime in your Apple Account settings.
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