01
Import
Upload a bank CSV and preview rows before saving anything.
Personal finance, without the spreadsheet chaos.
Turn bank statements into a clear financial dashboard.
Finly helps you import CSV statements, organize transactions, apply category rules, track goals and understand your spending with clean visual insights.
CSV importCategory rulesGoals & insights
Dashboard
June overview
Balance
R$ 12.480
Income
R$ 9.240
Expenses
R$ 4.110
Ledger preview
after rules
Jun 03
Food
Jun 04
Income
Jun 05
Transport
Import checks
Duplicates skippedOK
Rules appliedOK
Savings goal
68% complete
How it works
A cleaner workflow for messy financial data.
Finly is organized around the path from raw bank data to useful financial decisions.
02
Map
Connect messy bank headers to date, amount, description and account fields.
03
Organize
Use categories and rules to classify transactions automatically.
04
Track
Follow goals, spending signals and dashboard insights from the same data.
Product
Everything needed for a serious personal finance dashboard.
Secure authentication
JWT auth, bcrypt passwords and protected user data.
CSV statement import
Preview, map and confirm bank statement rows.
Duplicate prevention
Imported transactions are checked before they are saved.
Automatic category rules
Keywords keep recurring transactions organized.
Financial goals
Track limits, targets and progress in one place.
Smart insights
Surface useful signals from everyday spending.
Technical credibility
Built with real full-stack architecture.
Finly is not only a dashboard UI. It includes authentication, user-owned data, CSV parsing, validation, duplicate prevention, rule matching, analytics services and a PostgreSQL database.
Next.jsTypeScriptTailwindCSSshadcn/uiNode.jsExpressPostgreSQLPrismaJWTRechartsZodMulter
Auth
JWT, bcrypt, protected routes and user data isolation.
Transactions
CRUD, filters, accounts, categories and safe deletes.
Analytics
Income vs expenses, monthly balance and category breakdowns.
Automation
Category rules, demo data and smart insights.
Ready to explore Finly?
Create an account and generate demo data to see the full dashboard experience.