Firstly: Budget & Manage Money

Firstly is the family finance app that is made for shared budgets, growing personal savings and meeting your financial goals — all for free.

*Best Budgeting App 2021!* —Penny Hoarder*


SEE YOUR TOTAL FINANCIAL PICTURE IN REAL TIME

· View all your family’s finances – organized and categorized – in one place: track your budget, track bills, see checking, savings and investment accounts, even credit cards and mortgages in an easy-to-scan format.

· Build a household budget — or let Firstly do it for you — and manage your bills and track your spending.

WORK TOGETHER TO TRACK YOUR SPENDING

• Sign up for Firstly alone or with a family member (partner, parent, child). Monitor shared expenses, and work on spending and budgeting together!

• View searchable, categorized transactions across all your accounts and let Firstly be your money organizer: Share the bill or split expenses and assign multiple categories for accurate record-keeping. Be alerted when bills are due.

• Choose what you share and what you keep private with your expense tracking— the choice is yours!

ACHIEVE FAMILY FINANCIAL GOALS

• Saving for college or retirement — or your next vacation? Set up automated savings and watch your money saving dreams come true.

• Firstly is the finance manager for your whole family: Personalize your money tracking and budget tracking, create custom budget categories, comment on transactions, and receive up-to-date reminders across your entire family.

REVIEW YOUR FINANCES ON DESKTOP, TABLET, MOBILE

• Our budget app free is available wherever you want it: on your desktop computer, on a tablet, and, of course, always available on your phone.

HAVE FUN WHILE BUILDING FINANCIAL STABILITY

• Learn fun facts about how you spend and save.

• Watch your money budget on visual charts: the Firstly expense tracker and bill manager keeps track in real time.

• Comment on your family member’s transactions, and challenge each other to spend less with our Firstly Spending Challenges.

CUT EXPENSES AND SAVE MONEY

• Cut your monthly bills and save money! Let Firstly do spend tracking to identify bills that Firstly can negotiate for you.

• Firstly identifies recurring monthly expenses to help you cancel unwanted subscriptions.

PROTECTED BY THE HIGHEST SECURITY

• All funds held within Firstly Goals are FDIC-insured up to a balance of $250,000. Withdraw your money at any time — with no fees.

• Firstly now supports more than 10,000 financial institutions, and uses bank-level security to keep your information secure and encrypted.

To learn how Firstly℠ works to protect your privacy, please visit https://firstly.com/privacy-policy/. By installing or using Firstly, you agree to our Terms: https://firstly.com/terms-and-conditions/ Firstly currently connects to U.S. financial institutions only.

*Firstly was previously called Honeyfi.