Security

Keeping your financial and personal information secure and confidential is one of our most important responsibilities. That's why we have put in place some measures to help fight against fraud. Your information remains secure because our systems are protected with anti-virus, firewall, secure transmissions, encryption and data abstraction.

Upload account Easy to use

Our purpose and goal for building financify is to simplify the way you manage your finances. The personal financial management tools that are available today are very complex and fill with unneccessary features that you may never use, so we decided to build one with only the neccesities - intentionally!!!

Upload account Bank Statements

Financify will import your data from Quicken, MS Money, or any other program that exports data using the QIF/QFX format. We can also import data directly from your bank account using the OFX or QFX standard file formats.

Upload account Reports & Charts

The reporting section of financify provides simple reports that shows the status and cash flow within your account(s). You can see your income versus expense report graphically and also view your expense categories to identify where most of your money is spent and more.

Upload account Detail Transactions

You will have full access to each transaction and the ability to modify them to fit your needs. Assign a check number, tags and a memo to any transaction for easy search and filtering.