Sumyfi
Your all in one financial dashboard and finance companion·sumyfi.com
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
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
Integrations
Resources
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.
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
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).