DIY MY FINANCES — The Personal CFO System

Your Personal CFO for Smarter Money Decisions

Budgets, planning, and insights — connected across your real financial data.Ask Finn answers tax, retirement, budgeting, and investing questions using your numbers, not generic advice.
Ask Finn (Personal CFO)
Smart Budgeting
Financial Planning
Financial Literacy
Privacy-First
Powered by a patent-pending hybrid reasoning engine
Available onWeb·iOS·Android
Your numbers, not averagesBudget + plan + Ask FinnNo bank linking neededYou control your dataClear next steps
Dashboard View
Scenario Planning
Personalized Insights

Ask Finn — Inside the DIY MY FINANCES Personal CFO System

A quick walkthrough showing how Ask Finn works inside the DIY MY FINANCES platform to help you make smarter money decisions using your real numbers.Built on a patent-pending hybrid reasoning system that combines financial computation with contextual AI.

Designed for everyone—at every stage of life

DIY MY FINANCES empowers Gen Z, Millennials, Families, and Retirees to take control of their financial future.

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Key Features

Your Personal CFO Toolkit

Ask Finn, smart budgeting, planning, and privacy-first controls, all connected across your real financial data.

Use DIY My Finances on web, iOS, or Android - your Personal CFO stays with you.

We’re just getting started—more powerful features are coming soon!Have a feature idea? Suggest new use cases directly in the app.

Financial Planning Demo

Explore Planning Scenarios (Examples)

Try typing a question or click an example below to explore our financial planning scenarios (sample questions + screenshots). Looking for Ask Finn? The video walkthrough is in the section above.

Pricing

Simple, Transparent Pricing

Choose a plan that’s right for you. Upgrade, downgrade, or cancel anytime. For enterprise solutions, let’s talk.

Individual

$8/mo
Billed monthly, cancel anytime
  • Ask Finn (Personal CFO) answers using your data
  • Smart budgeting + expense consolidation across cards
  • Budget analytics, trends, and peer comparison
  • Financial planning scenarios (retirement, investing, debt)
  • Goals + what-if planning to test decisions
  • Available on web, iOS, and Android
  • Privacy-first with optional uploads (no bank linking required)
Start Free Trial

To subscribe, log in or create an account, then upgrade in your account settings.

Enterprise

Custom
For organizations, advisory firms, or custom deployments
  • Everything in Individual, plus:
  • Admin analytics, usage reporting, and management tools
  • SSO (SAML/OIDC), SCIM, and custom integrations
  • Bulk onboarding and organization setup
  • Custom reporting, training, and deployment support
  • Dedicated success manager + priority support/SLA

All enterprise plans are customized for your organization’s needs.

About Us

Founder Vision (3:30)

Most financial tools today are either too complex, require linking your sensitive bank accounts, or offer generic advice that doesn't fit your real-life situation. People feel overwhelmed, worried about privacy, and left without actionable insights that actually help.

We built DIY MY FINANCE to change that. Our mission is simple: empower you to confidently plan, analyze, and optimize your finances-without sacrificing privacy or needing a finance degree. We believe powerful scenario analysis, smart budgeting, and personalized AI insights should be accessible to everyone.

We're a small team of passionate technologists, designers, and finance enthusiasts committed to putting users first. We listen closely to your feedback and are always evolving the app-because your financial clarity is our top priority.

DIY MY FINANCES - Founder Vision
Contact Us

We’re here to help

Have a question or need help with anything? Reach out and our team will get back to you as soon as possible.