Your Financial Cockpit
19 areas, one goal: financial clarity. Six core pillars form the foundation, 13 additional tools do the rest.
Dashboard: “Your Financial Cockpit”
Everything at a glance: Salary, budget allocation, account balances, assets, and savings goals in one overview. You can see every day whether you are on track — without Excel.
Emergency fund: “Safety net with traffic light”
Set a goal as an amount or in monthly salaries and track progress with LED status (Red, Yellow, Green). You will know at any time whether you are prepared for a shortfall.
AND MANY MORE TOOLS
Account Transfer: "Standing orders distributed correctly"
Plan how much money flows monthly from your salary to fixed costs, lifestyle, and savings account. Once defined, you will see the distribution as a clear cash flow.
Savings projects: “Goals that grow visibly”
Vacation, car, apartment: Create a project, link it to a savings account, and track progress in percent.
Expenses: "Keep every expense under control"
Record expenses in seconds, assign them to fixed costs or lifestyle, and upload receipts as files. Filters, categories, comparison, and PDF/CSV export for the end of the month.
Subscriptions & Fees: "Subscriptions you actually know"
All recurring costs with provider and cancellation date in one place. This way, you can see in black and white what is costing you unnecessarily every year.
Task Planner: "Financial tasks that don't just vanish"
Tasks with due dates and recurrence (weekly, monthly, yearly), from checking bills to tax returns.
Interest Calculator: "Calculate compound interest live"
Enter starting capital, savings rate, interest rate, and duration; the calculator shows the final value and interest gain as a curve. Ideal for checking savings plans before signing up.
Savings tips: “Small levers, big impact”
Curated savings tips with a “completed” checkbox, so you can see what you have already optimized.
Stock market crash: "Plan for the red day"
A prepared catalog of measures in the correct order: What to do first, what later, what not at all. So that you don't have to improvise during a crash.
Investment Tips & Glossary: "Understand investing, don't guess"
Glossary, example portfolios and order types, clearly explained and expandable with your own notes.
Income Boost: "Earn more, don't just save"
Ideas and measures for further education, salary negotiation, side jobs, and passive income, with "implemented" status.
Wealth Plan: Keeping the goal in sight
Define target wealth and target date. FinFreely shows you the line you need to reach and the path to get there.
Target and starting wealth
Target trajectory with chart
Activatable per plan
Swiss Findependence Booster: The Course
The accompanying course for everyone who wants to take the next step: Become financially independent, with a system instead of by chance. The course replaces your app subscription.
Data & Backup: your data belongs to you
Full export as JSON and one-click restoration. No lock-in.
One-click export of all data
Restore with preview
Optional replacement of existing data
4 languages: FinFreely speaks your language
The entire app is available in German, English, French, and Italian. Change the language in your profile, and you're done. All modules, labels, and content adapt without losing any data.
German, English, French, Italian
Switch anytime in the app
Currency and number format remain consistent (CHF)
Swiss Francs
Built for CHF without conversion chaos.
Budget: "The 50/30/20 Rule, automated"
Enter your salary, and you're done: 50% fixed costs, 30% lifestyle, 20% savings rate, including subcategories, subscription detection, and progress bars for each bucket.
Investment Journal: “Your portfolio with real prices”
Positions with Valor/ISIN, purchase price, quantity, and current price; return per position and portfolio. Import from Excel/CSV, export as PDF or JSON.
Pillar 3a integrated
Pension accounts seamlessly alongside bank and brokerage accounts.
Accounts: “All accounts in one place”
Manage bank accounts, savings accounts, 3a, and portfolios centrally, with account balances, cash balances, and securities. Excel import and template download included.
Wealth Charts: “See how your wealth grows”
Automatic snapshots record your asset history and returns over months and years. Filter by time period and see immediately if your strategy is working.
Your data remains private
No bank connection required, no data sharing.
