Donna Grana v0.14.2.28INTL BETA · Financial Engine 1.1
Create your account, complete onboarding, and enter the data that reflects your financial reality. The trial gives you 30 days of full access with no card required.
The dashboard brings together operating cash, reserved amounts, commitments, availability, schedule, and signals that deserve attention.
Add income and manual transactions, use categories, and keep an auditable financial history.
Track due dates, expected receipts, recurring items, and category limits.
Reserved amounts can be excluded from operational availability to reflect money that already has a purpose.
The area includes Payables and Receivables. When receivables are collected, principal restores the asset position; only interest and additional charges are treated as income.
Forecasts use the information you provide to estimate short-term scenarios. They are estimates, not promises.
The analysis considers availability, commitments, and other recorded information to support your decision.
Track portfolios, assets, and transactions. Property, investments, debt, and receivables participate in net worth according to their financial nature.
The Import Center accepts supported formats and keeps a review step before confirmation. Use reconciliation to compare statements with internal records.
Analytics is optional and activates only with your permission. When enabled, events use limited parameters and do not send balances, transaction amounts, financial descriptions, banks, passwords, or emails. Checkout is handled by an external payment provider.