MyFinance: Budget Tracker

MJR Trades

About this app

MyFinance — Simple Personal Finance & Budgeting

Take control of your money with a simple personal finance and budgeting app for households.

NO BANK CONNECTION REQUIRED

MyFinance does not connect to your bank or ask for your internet banking login.

Download your transactions from your bank as a CSV, import them into MyFinance, and see where your money is going — while keeping control of how your financial data is imported and managed.

SEE YOUR WHOLE FINANCIAL PICTURE

MyFinance brings your everyday finances together in one place:

• Track spending and see exactly where your money goes
• Set monthly budgets and compare budget vs actual spending
• Automatically categorise transactions using rules you control
• Track recurring payments and expenses
• Track mortgages and other debts over time
• Track KiwiSaver, shares, ETFs, property and other investments
• Monitor your net worth over time
• View income and expenses with monthly and yearly P&L
• Export your transaction data when you need it

AUTOMATIC CATEGORISATION

Import your transactions and let MyFinance help organise them automatically.

Examples:

• Countdown, Pak'nSave and New World → Food
• Mitre 10, Bunnings and Kmart → House
• Z Energy, BP, Mobil and Gull → Petrol
• Netflix, Spotify and Sky TV → Subscriptions

You control the rules, so your categories can match the way your household actually spends.

BUILT FOR HOUSEHOLDS

With Pro, share your household finances with your partner and keep accounts, budgets and categories synced across devices.

See the same numbers, work from the same budget and make financial decisions together.

TRY IT WITHOUT AN ACCOUNT

You can start using MyFinance locally without creating an account.

Your data can stay in your browser for local, offline use. When you're ready, create an account to sync your finances across devices.

BANK CSV IMPORT

MyFinance currently supports native CSV formats from:

• ANZ
• ASB
• BNZ
• Westpac

Other bank exports can also be imported using the generic CSV importer when they contain the required transaction information.

FREE OR PRO

Free

• Full core functionality
• Up to 500 stored transactions
• 6 months of visible history
• Local use without an account

Pro

• Unlimited transaction history
• Household sharing
• Sync across devices
• $4.99/month or $39.99/year NZD incl. GST

Pro upgrades are managed through the MyFinance website.

PRIVATE BY DESIGN

MyFinance does not connect to your bank.

You choose which transaction files to import. Local mode stores your data in your browser. If you create an account, your data can be synced to your household account.

You can also export your transaction data.

Read our privacy policy at:
getmyfinance.app/privacy.html

BUILT IN NEW ZEALAND

MyFinance is built in New Zealand and designed to help households understand spending, budgets, debt, investments and net worth.

Start taking control of your money today.