finansowyplan.pl PL Go to the app

User guide

Record expenses, plan and save towards goals. Start with the six steps below; details are in short chapters — each one describes one thing to do.

Get started in 5 minutes

  1. Create an account and open Home Finance — the wizard suggests ready-made categories. Categories →

  2. In the Budget, enter this month's plan in the framed fields. Budget →

  3. Record expenses right after buying — fastest with the phone app. Expenses →

  4. Add fixed bills (rent, subscriptions) as recurring payments. Recurring →

  5. Create a goal, e.g. an emergency fund, and plan contributions in the Budget. Goals →

  6. At the end of the month, do a 15-minute review and move the surplus to a goal. Monthly review →

Finances

Set up categoriesCategories are the backbone of your finances: expenses, income, goals, assets and liabilities. Set them up once and change them any time without losing data. Plan your budgetThe Budget is a table of categories and months for the whole year. You enter the plan and the actuals add up on their own from transactions — you see at once where you spend more than you wanted. Record expenses and incomeYou record each expense in a few seconds: amount and category. On a phone it also works offline. Add fixed bills and incomeRent, subscriptions, salary, a standing order to a goal — you enter them once and the app reminds you of every due date. Save towards a goalA goal is money set aside for something specific: an emergency fund, holidays, a down payment, an IKE. You see the progress, a forecast and where the money is kept. Track what you own and oweAccounts, investments, property and loans in one place. Net worth is everything you own minus everything you owe. See how you are doingThe Overview shows the current month on one screen, and Reports show where your spending comes from and how it changes over time. Close the monthOnce a month, in about 15 minutes: you check the plan against actuals, move the surplus to a goal and record your account balances. This keeps your budget always up to date. E-mail remindersThree short messages help you keep your records up to date. You can turn each one off with one click.

Planning

Lay out an idea on a mind mapWhen you don't know where to start yet, put everything on a map: the topic in the middle, branches around it. Turn a finished branch into a project with tasks in one click. Plan a projectLay out how to reach your goal: tasks with dates on a timeline (Gantt), dependencies, checklists and progress. Next to them you see how saving towards goals from Home Finance is going. A goal as a milestoneA milestone is an important project date, e.g. “Departure”. Add an amount to it and it becomes a goal in Home Finance, and the diamond on the timeline shows whether you will save enough in time. A ready-made plan from a templateA plan for a typical goal in a few minutes: a mind map, a schedule in Plan, a goal in Home Finance and a contribution plan in the Budget — all at once.

App and account

App for phone and computerYou can install finansowyplan.pl like a regular app, with no store and no fees. It opens straight on adding a transaction — two taps and done, even offline. Finances for two or for the familyA shared budget, goals, maps and plans for 2 or 4 people. Everyone has their own account and a private “Mine” space, and shared data lives in the “Shared” space. Account, subscription and shortcutsAccount settings, plans and payments, data export, and keyboard shortcuts that speed up your work.

No answer here?

Open help for the current screen with the question mark icon in the app. Report a bug from the menu under your initial.

Open Home Finance