The personal finance app built for the AI era. Import your bank transactions, connect Claude or Cursor, and ask questions about your money in plain English.
Your dashboard awaits
Sign up to see your financial overview
Features
A complete personal finance toolkit — from budgets and portfolios to AI-powered queries and FIRE planning.
Connect Claude, Cursor, or any MCP client. Ask questions in plain English — no dashboards required.
Accounts, budgets, portfolio, goals, and loans in one place. CSV and OFX import with saved templates.
Save column mappings as templates. Drop a file and Finlynq auto-matches your bank format.
Month-by-month envelope budgets with rollover. Know exactly what you have left to spend.
Track holdings with live prices, XIRR returns, and benchmarks against major indices.
Self-hosted option: your data never leaves your machine. AES-256 encryption via SQLCipher.
How it works
From sign-up to asking your AI about your spending in three simple steps.
Upload CSV or OFX files from any bank. Finlynq remembers your column mappings so the next import is one click.
Add Finlynq as an MCP server in Claude Desktop, Cursor, or any compatible client. Takes under 60 seconds.
"How much did I spend on dining?" "Am I on track with my budget?" "What's my net worth?" — just ask.
Finlynq ships with a built-in MCP server exposing 27 financial tools. Connect Claude Desktop, Cursor, or any MCP-compatible client and start asking questions in plain English — no custom code, no exports.
Pricing
Start free. Self-host forever. Or let us handle the infrastructure.
Full control. Your hardware, your data.
Managed hosting with automatic backups.
For power users who want it all.
Join the first personal finance app built for AI assistants. Cloud or self-hosted — your data, your rules.