A Simple Way to Plan Your Financial Life
Finally is the all-in-one personal finance app — helping you track spending, set financial goals, and grow your money, all in one place.
Analyze your Spending
Track expenses automatically and find where to cut back — fast
Organize your Goals
Pay off debt or save? We'll guide your next best financial move
Learn to Invest
understand your options and grow your money with confidence
Automate and Relax
No more moving money around. We handle it for you
Think you Don't Need a Financial Plan?
Let the Numbers Speak...
of people don’t know if they’ll ever reach their financial goals
of households have never had a financial plan
of people with a plan feel confident about their financial future
What we do Better...
01
Spending Insights
- Build your first budget in minutes
- Know what % of your money goes to living, spending, saving, or debt
- Compare your budget with users like you
- Get tips on where to cut back spending
- Automatically track all your spending
- Get alerts when you're close to your limits
02
Goal Planning
- Calculate and Track any goal — emergency fund, debt payoff, retirement, and much more
- Prioritize your Goals so that your Money lands where needed
- Create a Personalized plan based on your Budget, timeline, and lifestyle
- Track progress visually and adjust your plan as life changes
03
Investing
- Track all your investments in one simple view
- Learn how to invest with personalized, jargon-free guidance
- Get recommendations on investment products that match your goals
- Receive alerts when it’s time to rebalance or cash out
- Keep your strategy aligned with your risk, timeline, and budget
04
Account Management
- See all your bank accounts, credit cards, and investments in one place
- Track your balances, cash flow, and net worth in real time
- Compare accounts to find better interest rates and lower fees
- Automate transfers, payments, and contributions to your goals
- Get reminders so you never miss a bill or due date
Frequently Asked Questions
What Is Finally
Finally is a personal finance app built for Canadians to help you create a full financial plan — without spreadsheets, appointments, or jargon. We help you set budgets, track your goals, choose the right accounts, and optimize your savings so you can reach financial independence faster.
Whether you’re saving for retirement, paying off debt, or planning a vacation, Finally gives you step-by-step guidance, real-time tracking, and smart recommendations to stay on course.
What Is Finally
Finally is a personal finance app built for Canadians to help you create a full financial plan — without spreadsheets, appointments, or jargon. We help you set budgets, track your goals, choose the right accounts, and optimize your savings so you can reach financial independence faster.
Whether you’re saving for retirement, paying off debt, or planning a vacation, Finally gives you step-by-step guidance, real-time tracking, and smart recommendations to stay on course.
Is Finally beginner-friendly?
Absolutely. Finally is built for anyone who wants to feel confident with their finances, no matter their starting point.
Is Finally Right For Me?
If you’re unsure how to split your income between saving, investing, and paying off debt — or whether you’re using the right accounts for your goals — then yes, Finally is built for you.
We’re here to help you take control of your money, set realistic goals, and build toward financial freedom — no matter where you’re starting from.
How Is Finally Different?
Finally acts like a digital financial planner — but without the fees, meetings, or pressure. Unlike investment-only tools or robo-advisors, we help you solve for everything at once: paying off debt, saving for goals, and investing for the future — all within one personalized plan.
You’ll get recommendations tailored to your income, goals, and timeline, plus ongoing tips to stay optimized.
How Accurate Are The Results I get From Finally?
Our financial plans are built on proven financial math, created by certified financial planners (CFPs) with over 15 years of industry experience. The recommendations you receive are backed by algorithms and public financial formulas — and can be cross-checked with any advisor.
How Is My Information Protected?
Your data is encrypted and secured using the same technology trusted by leading banks in Canada. We use AES-256 encryption and TLS protocols to keep your information safe, both at rest and in transit.
Finally only has read-only access to your accounts through trusted aggregation partners. We cannot make transactions or move your money without your permission — we focus on using the data to give you better financial recommendations.
What financial goals can I set with Finally?
You can set and prioritize goals like building an emergency fund, paying off debt, saving for retirement, or planning big purchases — all customized to your income and lifestyle.
Can I connect my bank accounts to Finally?
Yes! You can securely connect your bank accounts and credit cards to automatically track your income, spending, and savings — all in one place.
Is Finally really free to use?
Yes. Finally is currently free to use, with no hidden fees. We plan to offer optional premium features in the future, but the core experience will remain accessible and affordable.