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Sumyfi

Your all in one financial dashboard and finance companion·sumyfi.com

From $7.99/mo · Free plan See pricing ↓

Sumyfi is a budgeting app, personal finance platform, and online financial dashboard that helps users track spending, connect accounts, set goals, reduce recurring subscription waste, and build stronger money habits. It combines budgets, balances, goals, and recurring-charge tracking into one connected dashboard, with an AI financial assistant available on the Premium plan. Bank account syncing is provided through a read-only Plaid connection.

What it's for

Subscription and recurring-charge trackingSavings goal trackingBudget creation and trackingNet worth calculationEmergency fund calculationBank account and balance syncingComparing Mint alternatives for budgeting

Features 19

Advanced analytics and trend analysis
AI Financial Chatbot / assistant
Automatic Plaid-based bank sync
Automatic transaction categorization
Basic and advanced financial reports
Category-based budget creation
Custom spending alerts and bill reminders
Export capabilities for transactions
Goal setting and progress visualization
Manual account linking
Mobile-responsive design
Multi-factor authentication
Predictive financial modeling
Read-only Plaid bank connections
Real-time account balance updates
Real-time spending tracking
Sumyfi Score financial health metric
TLS-encrypted connections
Transaction search and filtering

At a glance

free tier

TypeWeb app

DeploymentCloud

PlatformsWeb, Android

Forindividuals

CompanySumyfi

Integrations

FirebaseStripePlaid

Resources

Docs

Pricing

Checkout and subscription management are handled through Stripe; promotion/affiliate codes can be entered in Stripe Checkout. SOC 2 or similar third-party certifications are described as a future roadmap item, not currently in place.

FreeFree

Manual account linking, Budget creation & tracking, Goal setting & progress tracking, Sumyfi Score tracking, Basic financial reports, Transaction categorization, Mobile-responsive design, Email support

Manual account linking only; no automatic bank sync

Premium$7.99/mo

Annual billing saves 17% versus monthly billing; billing managed via Stripe Checkout.

Save 17% by choosing yearly Premium billing ($79.99/year) instead of monthly ($7.99/month).