Everything You Need to Organize Your Financial World
Organize your financial information without storing sensitive data
Record what accounts exist and where they’re held — without storing full numbers or balances
Keep track of insurance policies, loans, and recurring service payments. Know what you have and what you pay for
Record where important documents are stored and where your password manager is located. Never lose track of critical information access points.
Grant controlled access to family members, executors, or financial advisers. Ensure the right people have the information they need, especially during emergencies.
- •One person usually knows everything
- •Information is scattered across emails, folders, apps
- •In emergencies, families don't know where to look
- •Searching wastes time and causes stress
FynPal creates a simple, shared map of your family's financial information.
- •No passwords stored
- •No documents uploaded
- •No full account numbers — only the last 4 digits for identification
- •No bank connections
- •Share only high-level information
- •You control access
Your privacy isn't a feature — it's how FynPal is built. This makes FynPal safe to share with people you trust.
See everything your family owns and uses — organised by category, not hidden in spreadsheets.
Track your family's bank accounts — know what exists, not what's inside.
Track all your cards in one place — card types and banks without storing sensitive details.
How FynPal Helps
FynPal is designed to make financial information management simple, structured, and secure. It allows individuals and families to:
Maintain an overview of your financial portfolio, including accounts, loans, investments, insurance, and key financial contacts.
Grant controlled access to trusted individuals such as a spouse, lawyer, or executor.
Store only essential, non-sensitive details — ensuring privacy while maintaining clarity.
Update, organize, and review information anytime, anywhere.
How It Works
Get started in three simple steps
Create Your Account
Sign up for FynPal in minutes. No credit card required. Start building your family's financial information map right away.
Add what you have
Add your bank accounts, cards, insurance policies, loans, and recurring services. Document what exists and where important information is stored — without entering sensitive details.
Invite people you trust
Invite family members, executors, or financial advisers to view your financial map. Control who sees what, ensuring information is accessible when needed.
Simple, Transparent Pricing
Choose the plan that works best for you
- 10 Bank Accounts, Cards, Insurance, Loans, Assets, Contacts
- 10 Data Access, Documents and Recurring Payments
- Priority support
- Mobile & web access
- 20 Bank Accounts, Cards, Insurance, Loans
- 50 Assets, Contacts, Data Access, Recurring Payments and Documents
- Dedicated support
- Shared Access with family members, executors, advisers
- Mobile & web access
Frequently Asked Questions
Everything you need to know about FynPal