ThefinU | Budgeting for Individuals and Partners

CONTROL. ANALYZE. ORGANIZE.

"Together in your goals. Independent in your finances."

How It Works

Data Secure

Plaid and Google Sheets ensure data security through strong encryption, secure authentication (including two-factor authentication), and strict access control. Plaid uses tokenization to protect sensitive financial data, while both platforms comply with major regulations like GDPR and PCI DSS. Additionally, audit trails and monitoring tools allow users to track access and changes, ensuring transparency and minimizing risk.

Data Control

Using ThefinU with Plaid integration gives users more control over their data compared to a web’s aggregation tool by allowing them to directly manage, customize, and analyze their financial information in real-time. Users can set up personalized data views, track spending or transactions more flexibly, and control who has access to the sheet. Unlike web tools, which often limit customization, Google Sheets offers full control over data organization and sharing permissions, ensuring users dictate how their data is used and who can access it.

Data Organize

ThefinU's dynamic templates and Plaid integration enhances data organization and understanding by offering tailored templates that automatically categorize and analyze financial information. Unlike web aggregation tools with static layouts, ThefinU's dynamic templates adapt to individual needs, presenting data in a clear, structured format. This allows users to easily track patterns, generate insights, and gain a deeper understanding of their finances. The flexibility of dynamic templates combined with real-time data from Plaid offers a more organized and insightful approach to managing financial data.

Why Choose Us

Developed and Designed by a Financial Professional

Made in the USA

Beautiful, Professional Templates

Exceptional Response Time

Pending Transactions Data Aggeration*

*available based on institution

Constantly Evolving

Introducing: A Spending Plan For Partners

MyJointSpendingPlan™ offers a distinct approach to budgeting and analysis tools by acknowledging the individual spending within a partnership. It allows for a comprehensive allocation of expenses, both at the household level and on an individual basis. With this tool, you can delve deeper into understanding ownership of expenses and track personal budgets more effectively.