FINXI｜記帳・投資・日記・共同帳本

Store description excerpt

FINXI is a personal finance management app that integrates daily budgeting, asset management, diversified investment, shared ledgers, and a life diary. You can record daily income and expenses, manage multi-currency accounts, and track Taiwan stocks, US stocks, Taiwan funds, gold, futures, and cryptocurrencies. Through daily asset changes, financial health checks, expense forecasts, and monthly budgets, you can gain a clearer understanding of your money flow and overall financial situation. Personal cloud data can be encrypted end-to-end by the user, protecting backup content through custom passwords, recovery codes, and trusted devices. Once enabled, FINXI cannot view or assist in decrypting your personal financial data. FINXI also supports shared ledgers. Whether it's splitting travel expenses, family expenses, or shared living arrangements, you can invite members to record, share, and manage together. Key Features • Daily Income and Expense Records and Transfer History Quickly record income, expenses, and inter-account transfers, supporting recurring income and expenses, transfer fees, and frequently used combinations for quick budgeting. • Multi-currency Accounts and Asset Management: Manage NTD, foreign currencies, credit cards, liabilities, e-wallets, and other assets; set account balance start dates and view account numbers and totals converted to NTD by category. • Credit Cards, Liabilities, and E-Wallets: Manage credit card limits, billing dates, payment due dates, loans, and installment payments; automatically top up designated accounts when e-wallet balances are insufficient. • Transaction Details Search and Reminders: Search transactions by date, type, category, account, and notes; receive reminders for upcoming income, expenses, and credit card payments. • Shared Ledger and Travel Split: Invite family, partners, friends, or travel companions to record shared expenses, advances, and member contributions; clearly view each other's receivables and payables. • Taiwan and US Stock Holdings Management: Record transactions, costs, dividends, present value, and profit and loss, and update official stock prices after market close; Taiwan stock quotes can also be updated with one click during trading hours. • Margin Trading, Securities Lending, and Borrowing: Records margin purchases, self-owned funds, margin liabilities and repayments, as well as securities lending sales, short covering, lending, withdrawal, expected withdrawal date, annual interest rate, and actual income. • Corporate Stock Transactions: Supports stock dividends, stock splits, stock splits, and capital reductions, and can record cash returns from capital reductions and adjustments to shareholding costs. • Brokerage Statement Import: Supports importing Taiwan and US stock transaction statements in compatible formats, reducing repetitive input. • Taiwan Fund Tracking: Daily synchronized fund net asset value and price changes; foreign currency-denominated funds ca

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