About Finance Planner

Here you will be able to assess your own or your whole family’s financial situation, control expenses, set their limits, groups, analyse the budget comparing with income and expenses of the previous period, or manage accounts with “Swedbank” in any other manner. All you have to do is to devote a few minutes for entering the initial information necessary for the purpose of subsequent convenient control of your personal, your whole family or several persons’ budget, achievement of the set targets and self-development.

What is “My budget” column for?

Monitoring financial situation and controlling you spending

This tool is for easy monitoring of all your income and expenses irrespective of the number of accounts or payment cards held by you. Distribution of individual expenses, e.g., for food, fuel, leisure, etc. is provided in the charts so you will be able to assess your financial situation just in a few minutes. If necessary, the situation can be easily compared with those of the previous months.

Forget about collection of receipts and other inconveniences related with control of your expenses. This tool automatically splits into groups all income and expenses. If during one shopping you spent money on clothes and food, you will be able to allocate expenses manually. Try to use your payment card to pay for purchases in POS and make payments via the internet bank as frequently as possible.

Using this tool you will be able to set budget limits for each group of expenses – if you exceed the limits you will see that you have spent more money than planned for one or another area.

Managing the whole family or several persons’ budget

Forget manual book-keeping. Use your card for daily payments and we will do the rest. Everything is automated – we will categorize most of your expenses. You will see what you have coming in, going out, and what's left over. You'll know exactly where you're spending and where you can save. We have dozens of pre-defined categories and subcategories, and it's easy to re-categorize any transaction. You can see all details of your purchase and can easily split out purchases from one transaction into different categories, just in case you buy groceries, clothing and gifts all at one store.

Setting and achieving financial targets

Using this tool you will be able to set financial targets (e.g., saving money for holidays or car) and follow your progress towards their achievement. To this end you can use the templates provided in the tool or created by yourself. In addition, you will be able to set the method of saving to achieve the target, e.g., by amount, by maturity or by possible contribution.

Choose the method of accumulation of your funds: you can conclude a deposit agreement and if you decide to accumulate funds in a separate bank account do not forget to sign a periodic payment agreement. And that is that.