FinancePortfolio

Keep everyday money clear in one simple tracker

Record income and spending, organize categories, and review accounts and charts. Use Finance Portfolio in your browser or open the same tracker in Telegram.

Finance Portfolio dashboard with income, spending and category charts

Why Finance Portfolio

See your money clearly, without extra complexity

Track personal spending, family costs, freelance income and travel money in one place.

Clear daily records

Record income and spending by category, then use monthly charts and totals to understand your habits.

Accounts in one view

Keep cash and card accounts in different currencies together, then see one total in your base currency.

Manual by design

Record only what you need without bank sync, spreadsheets or a feature-heavy finance app.

Inside the app

See Finance Portfolio in action

Explore the dashboard, transactions, accounts and categories.

Your budget at a glance: income, expenses and category charts for any period.
Your budget at a glance: income, expenses and category charts for any period.
Find every transaction fast with account filters, period filters and sorting.
Find every transaction fast with account filters, period filters and sorting.
Keep cash, cards and other accounts together with clear balances in one place.
Keep cash, cards and other accounts together with clear balances in one place.
Shape income and expense categories around your real spending habits.
Shape income and expense categories around your real spending habits.

How it works

Start in three simple steps

Set up Finance Portfolio in a few minutes and keep your routine simple.

1

Open the app and sign in

Open Finance Portfolio in your browser, or read how the Telegram Mini App works. Sign in with Google, email, or Telegram.

2

Set up your records

Choose a base currency, then add your accounts, income and expenses.

3

Review the full picture

Use category charts and period filters to understand where your money goes.

Core features

Everything you need to track income and expenses

Manual records, charts, accounts and transfers in one focused tracker.

Salary+$2,400
Groceries-$52
Cafe-$9

Income and expense tracking

Record daily income and expenses, keep monthly totals visible and understand your cash flow.

Food

Family

Transport

Travel

Custom categories with Premium

Free includes standard categories. Premium lets you create categories for income and expenses that match your habits.

DayMonthYear

Charts and period filters

Analyze transactions with clear charts and filter spending by the selected day, month, year or period.

USD$4,820
EUR€1,940
GBP£720

Multiple accounts

Create accounts for cash and cards in different currencies, then review their balances in one place.

Fiat account

USD

→

Crypto account

USDT

Transfers between currencies and accounts

Record transfers between accounts in different currencies, such as USD to EUR or fiat to a selected crypto asset. Finance Portfolio records the movement but does not perform the exchange.

Choose your way

One product, two ways to use it

Your records stay in one focused tracker. Choose the access point that fits your routine.

Use it in your browser

Open Finance Portfolio on desktop or mobile for manual records, accounts and charts.

Online expense tracker

Free and Premium

What is free, and what Premium adds

Free includes two accounts and standard categories. Records, charts and transfers have no plan limit. Premium removes the account and category limits.

Free

$0

no subscription

  • Main account plus 1 extra account — 2 in total, in any currency or crypto
  • Standard income and expense categories only
  • Records, charts and transfers have no plan limit

Premium

Premium Monthly

$1.99

per month, billed monthly

Premium Annual

$19.99

per year, billed annually

  • Unlimited accounts
  • Unlimited custom income and expense categories
  • Records, charts and transfers remain available without plan limits

Web payments are managed through Paddle; Telegram Mini App payments use Telegram Stars.

FAQ

Questions before you start

The essentials about setup, plans, records and data.

What is Finance Portfolio?

Finance Portfolio is a personal income and expense tracker. You manually record income, spending, accounts and categories, then review totals and charts in your base currency.

Do I need to install an app?

No. Open the app in a browser, sign in, choose a base currency and add your first record.

Can I use multiple accounts, categories, and transfers?

Yes. Free includes a main account plus one extra account (2 in total) and standard categories. Transfers are unlimited. Premium unlocks unlimited accounts and custom categories.

Can I track crypto?

Only as an optional manual account: you type the balance yourself. Finance Portfolio is not an exchange, wallet, or investment advisor, and it does not buy, sell, or hold crypto.

Is Finance Portfolio free?

Yes. Free includes two accounts and standard categories. Records, charts and transfers have no plan limit. Premium unlocks unlimited accounts and custom categories.

Is my data private and secure?

We use technical and organizational measures intended to protect your data. See the Privacy Policy for details about processing, retention and your rights.

Ready to see where your money goes?

Open Finance Portfolio and add your first income or expense record.