Every transaction is a thread in our story
Our spending reveals what we care about. Our saving shows where we're headed. In heyFinance, transactions aren't isolated events—they're the foundation everything builds on. Connected to accounts. Linked to goals. Tied to budgets and debts. Together, they weave the complete picture of your financial life.
Invite your partner
Invite your partner to manage finances together. Have separate logins and customize your account based on what is important for each of you.
Add your accounts and goals
Start by adding your accounts — savings, investments, or cash — and set goals that matter to you, like building an emergency fund or saving for travel.
Create budgets that fit your style
Set up your monthly budget or create separate budgets for events like vacations or home renovations. Link transaction categories to broader budget categories (e.g., "Housing" = rent + utilities + internet). See planned vs actual at a glance.
Add transactions your way
Import transactions via CSV or add them manually. Set smart rules for automatic categorization, or search and bulk-edit multiple transactions at once — like updating all "Lidl" purchases to Groceries in seconds.
No bank connection available yet — automatic sync coming soon in the Plus plan.
Watch how CSV import works
Track debts and receivables
Record what you owe and what you're owed. Get reminders before due dates and see how they impact your net worth.
Start managing money together
Set your goals, understand your spending, and align with your partner about money.