Personal Finance, Budget & Net Worth Tracker App
Track expenses, budgets, net worth, and recurring payments in one place. Keep personal and business finances in separate profiles.
Explore the full power of Portfelik
Home and business, kept apart
Run a business? Give it its own profile and keep your household money in yours. Each profile has its own accounts, budgets and reports, so nothing gets mixed up.
Switch with one click, in the Android app too. You can have up to 5 profiles.
Reports that actually tell you something
See where your money really goes and how your spending changes. You can even work out your personal inflation.
Paid on the 10th? Make that the start of your month, and reports and budgets count from that day.
Everything on one screen
See right away what you have, what came in this month and what's already gone.
Set up bills and subscriptions once, and Portfelik adds them for you.
Let the AI assistant type it in
Type "coffee 12 zł", paste a bank notification or add a screenshot from your banking app. The assistant picks out the amount and date, suggests a category, and you just confirm.
Budgets on your terms
Set a limit for groceries, fuel or going out, per week, month or year. Portfelik shows how much you can still spend each day.
For a renovation or a holiday, create a one-time budget. Whatever you don't spend can carry over to the next period.
All your accounts in one place
Bank account, savings, cash, a euro account: all together. Portfelik works out how much you have in total.
Why you'll like Portfelik
Everything you need to get your finances in order and start saving.
Android App
Log a purchase right at the checkout, even offline. Everything syncs with the web app.
Transactions From Text and Screenshots
Paste a bank notification or add a screenshot. AI finds the amounts and dates, even for several transactions at once, and you just check and save.
Payday to Payday
Your month doesn't have to start on the 1st. Set it to payday, and charts and budgets count from that day.
Multiple Currencies
Got a euro account, or back from a trip with dollars? Portfelik converts your total balance to the profile currency at daily rates.
Balance History
See how your account balances change over time, and spot when your savings grow and when they shrink.
Tags Across Categories
Tag everything from your holiday, whether it was food, fuel or a hotel. Later, one filter shows you the whole trip.
Recurring Transactions
Set up rent, your phone plan or your salary once. Portfelik adds them on every due date.
CSV Import and Export
Load a CSV file from your bank in the web app instead of typing it all in. Export your transactions to a spreadsheet whenever you like.
Find Any Transaction
Looking for that electricity payment? Filter by date, amount, category, account, tags or description.
Take charge of your money
Create a free account and see how much you can put aside this month.
Free forever
No credit card required
Set up in under 2 minutes