Budgeting

Budgets that track themselves

Set a monthly limit per category and FinSight tracks spending against it automatically, with alerts before you overspend.

No credit card required · Free for your first 2 months

Set it once, per category

Pick a category — groceries, dining, transport, whatever matters to you — and set a monthly limit. FinSight matches new transactions to it automatically as they come in.

Alerted before you overspend

Get an email at 80% and 100% of a budget's limit, so you find out while there's still time to adjust — not three weeks later when the statement closes.

Optional rollover

Turn on rollover for a category and unspent budget carries into next month instead of resetting to zero, so a lighter month gives you more room the next.

No manual categorization required

Traditional budgeting means logging in and sorting transactions by hand every week. FinSight categorizes transactions automatically as they sync, correctly excluding things like credit card bill payments and transfers between your own accounts, so a budget shows real discretionary spending instead of an inflated number.

The same numbers feed your dashboard, reports, and the AI assistant, so a budget's status is always consistent no matter where you look.

Set your first budget in under a minute

Pick a category, set a limit, and FinSight starts tracking it against your real transactions.

Takes 30 seconds · No credit card