Yesan, Personal Finance

Pure beginner, already financially literate, this is the app you need to become financially free. Yesan, Personal Finance helps you to make better financial decisions with our proven 3 steps approach: Track, Plan, Analyze.

1. TRACK

• Track your incomes, expenses, transfer transactions
• Manage variety of accounts: Notes, Cash Wallet, Envelopes, Checking, Savings, Stock markets, Bonds, Life Insurance, Retirement, Crypto, Metal, Other Liquid Asset, Real Estate, Private Equity, Intellectual Property, Other Fixed Asset, Credit card, Consumer Loan, Mortgage, Other Liability
• Link accounts, investments, wealth portfolio from more than 1800 institutions and banks in 11 countries
• Add manually accounts and transactions
• Tick verified transactions
• Tag and categorize transactions (Automatic transactions categorization for linked accounts)
• Assign Kakeibo type to transaction
• Import / Export transactions from CSV file

1. PLAN Reach your financial goals faster

• Use our 8 steps plan towards Financial Independence
• Establish budgets per account, Kakeibo type, category, tag
• Track budgets per frequency (daily, weekly, monthly, quarterly, yearly, custom dates range, unbound)
• Create goals on spending, balance, cashflow, actions
• Track goals progress

1. ANALYZE Review, Learn, Optimize with Reports, Charts, Trends, Insights, Tools. Fully customizable analytics time range.

• Comprehensive dashboard

• Financial statements: Net Worth, Income Statement / Profit & Loss, Balance Sheet, Assets, Liabilities, Cash Flow Statement, Debit Credit, Flows (sankey) Ratios

• Trends:

  • Month end trends: Incomes & Expenses, Cashflow
  • Performance trends: YoY, MoM, WoW
  • Income trends per account type, category, label, tag
  • Spending trends per category, Kakeibo type, tag
  • Recurring items: Incomes, Expenses
  • Debt Progress trends

• Tools:

  • Kakeibo: MTD review, last month, trends
  • Financial Independence: Wall Chart, Expenses by Life Energy
  • Debt Paydown: Snowball, Avalanche

LIGHT / DARK MODE

• Designed to match your devices light & dark modes

SECURITY & PRIVACY

• All your data is secured and protected: Military grade encryption, biometry support, data stored on your devices.
• Offline mode: your data always accessible and modifiable.
• Our privacy policy: https://support.yesan.info/privacy
• Terms of use: https://support.yesan.info/terms

SUBSCRIPTIONS You can access the features by subscribing to an annual or monthly plan in the application. Subscriptions will automatically renew and you may cancel your subscription or auto-renewal at any time.