Manage your money with clarity

Design your plan

Adjust your categories and give each one an annual budget. This is your roadmap.

Record day by day

Record income and expenses manually. Direct involvement keeps you aware of every number.

Close each month

Confirm your entries by closing each month. Only then are savings consolidated and net worth updated.

Watch your progress

Track your totals and investment progress over the years. Export your data whenever you like.

The pulse of your finances

Record every transaction with intention. Categorize your income and expenses to see exactly where your money flows each month, without unreliable bank connections or opaque synchronization. Group spending by category instead of reviewing endless receipts.

A clear budget

Set realistic limits for your categories. Customize them so your budget reflects the way you live and organize your finances. Clear progress bars help you make better decisions before spending, not after.

Plan your getaways

Great trips require planning. Add the destinations you have in mind, the month you will travel and an individual budget. VestFin will reserve that amount in your annual budget.

The complete picture

Record your positions in funds, shares and other assets. Compare invested capital with current value, add historical valuations, record associated costs and view gross and net results with their estimated tax context.

Exclusive to the Complete plan

A long-term perspective.

Analyze your progress across months and years.

Identify patterns.

Discover when you can save more and when you need to prepare ahead.

Complete isolation

Each account is a closed ecosystem. Your financial data is strictly linked to your user through secure authentication.

Real privacy

VestFin does not sell or share your financial information with third parties for advertising or commercial profiling.

Always with you

Export your financial snapshot to Excel in one click. Your complete data is always available to download.

No lock-in

If you cancel your subscription, you keep permanent read access to your historical data and can continue exporting it.

Standard

Complete clarity over income, expenses, budgets and trips.

3,99 € per month or 34,99 € per year. VAT included.

• Unlimited income and expenses
• Monthly and annual budgets
• Trip planning
• Complete Excel export

Complete

Complete control, including investment tracking.

4,99 € per month or 44,99 € per year. VAT included.

• Everything in the Standard plan
• Complete Investments module
• Main portfolio (funds and shares) and tracking of other investments
• Return calculations and estimated taxes
• Valuation history

Does it connect to my bank automatically?

VestFin is designed for mindful manual tracking. Recording each transaction builds genuine awareness of your finances without relying on bank connections that often fail.

How does the 30-day trial work?

You can try either VestFin plan (Standard or Complete) free for 30 days. Your financial space will be fully active and you will not be charged if you cancel before the trial ends.

What is the difference between the Standard and Complete plans?

The Standard plan includes income, expenses, budgets, trips, savings and net worth. Complete adds Investments for tracking your main portfolio, other investments, returns, historical valuations and tax estimates.

Can I use VestFin on multiple devices at the same time?

Yes. You can sign in with the same account from multiple devices simultaneously, for example to share a financial account. All devices access the same records.

Can I change plans later?

Yes. You can upgrade to Complete or switch to annual billing whenever your needs change.

What happens if I cancel my subscription?

If you cancel, you can continue editing until the end of your paid period. Your account then becomes read-only: you cannot add new data, but you retain permanent access to your history and can export it to Excel at any time.

Are the tax calculations in Investments exact?

Calculations are indicative estimates based on Spanish progressive tax bands and are made per investment. They do not include every source of income, offset, allowance or personal circumstance and are not financial or tax advice.