Saldo Finance

Saldo Finance not only helps you gather information about your finances in one place but also provides a comprehensive and in-depth analysis of your habits. Some of the service's outstanding features include:

• integration with 700+ financial institutions in Canada and the US;
• expense tracking by category;
• creating a family or personal budget;
• managing subscriptions and other recurring bills;
• the opportunity to account for all assets, including cash and cryptocurrency;
• automatic synchronization with connected bank accounts;
• opportunity to enter purchase information manually;
• setting financial goals and progress tracking;
• setting allowable purchase limits;
• evaluating your net worth.

All of these tools give you a complete picture of your financial health. Visualized information provides you with effective ways to manage your money:

• a clear understanding of where your money is coming from and going to;
• tracking the balances in your bank accounts;
• monitoring your behavioral patterns and identifying categories you spend more or less than what you're allowed to;
• keeping track of upcoming subscriptions and recurring bills;
• monitoring how well you adhere to your established budget model;
• adjusting your habits to stay on budget and within established category limits;
• understanding how much money you can spend by the end of the month.