Mosetric

Financial Planning & Budgeting Tools

Unpublished

This automated personal finance management platform consolidates and visualizes income, expenses, and cash flow data through secure, encrypted dashboards, enabling users to gain extensive insights into their financial health. Its key features include multi-source data import via CSV and HTML uploads, automatic bank account connectivity with Plaid, interactive waterfall and growth charts, and customizable time granularity, effectively addressing problems related to scattered financial information and manual tracking for individuals seeking organized, real-time financial analysis and budget management.

Mosetric can be found in Financial Planning & Budgeting Tools categories.

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Details

Mosetric Main Features

• Secure and Private
  Your data is encrypted and kept private with no third-party sharing.
• Shared Expense API
  Support for sharing expenses with others through API sync.
• Import Transactions
  You can upload transactions using CSV files or saved HTML pages for free.
• Multi-source Import
  Upload data from multiple sources, but full bank connection is only in Plus.
• Visualize Cash Flow
  See your money flow over time with waterfall charts showing income and spending.
• Automatic Bank Linking
  Plus users can connect their bank accounts automatically with Plaid.
• Waterfall Chart Features
  Zoom, move averages, and see daily, weekly, or monthly cash changes in the waterfall charts.
• Track Growth and Spending
  Monitor how your finances grow and categorize your expenses easily.
• Charts and Analysis for Free
  All charts and analysis are free forever, with limited uploads on the free plan.
• Fully Built-out Bank Connections
  Plus users get complete bank account linking and scheduled auto-sync with multiple institutions.

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