Every year I reflect on how I spent money in the previous year. Previously, I have manually scraped my bank statements and put together a report, but 2025 was interesting because I built a fairly overkill personal finance product to make this report easy to generate for myself.
Because it is really easy, I m going to do a deep dive on how I spent money in 2025. (I was able to put this all together in ~10 mins)
✨ Great launch, My Financé team! I’m curious — how do you deal with multiple accounts and unexpected account types (e.g., investments, crypto, or non-standard assets)? And what happens if a connected account has data errors or changes (bank renames/transaction categories shift)?
My Financé
@sneh_shah there is an option to upload PDF bank statements which may get around obscure account issues. it will be a bit less ergonomic than connection via plaid, so YMMV.
i think a good subsequent step is to support more banks via plaid alternatives.
if accounts have errors and start exploding i currently get a lot alerts! normally it can be fixed by re-syncing the account or perhaps reauthenticating.
part of the tooling is the intention that people will change categories often, so this is first class in the app, you can easily tune / delete / alter categories.
Congrats on the launch! The “no manual data entry + intuitive dashboards” setup looks extremely useful for anyone tired of juggling spreadsheets. I was curious whether features like shared views (for couples/families) or budgeting trend forecasts are planned down the line?
Fakeradar
A beautiful example on the screenshot! I wish to make as many households as posible happy with the help of My Financé!
I like the fact that it is automatic, usually why people stop using such tools, is because they have the frustration to deal with all these entries. Good luck, upvoted!
Triforce Todos
Congrats on the launch! Does it work with investment accounts too, or just bank accounts?
My Financé
@abod_rehman yup it works with investment accounts too! basically anything that Plaid supports, we support. which fortunately is a huge number of things :)
I've always wanted an app that can keep track of my spending on different platform, glad the idea came true!
My Financé makes understanding your money effortless no manual data entry, just a one-time setup and intuitive views that show exactly where your finances stand. Smart insights, zero friction.