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About Cateasy - Categorize Easy

Cateasy is a powerful and intuitive financial management app tailored to simplify budgeting, streamline financial planning, and help users achieve their financial goals. With advanced features such as automated expense categorization, savings goal tracking, shared expense management, and comprehensive asset monitoring, Cateasy delivers a secure, user-friendly, and all-in-one solution for managing personal finances effectively.

Key Features
1. Uncompromising Data Privacy
At Cateasy, your privacy comes first. All data is stored locally on your device, eliminating the need to provide sensitive banking credentials or share personal information online. Cateasy does not collect or store user data, ensuring your financial information remains fully private and secure.
2. Comprehensive Financial Insights
Gain a holistic view of your financial health by consolidating income and expenses from multiple accounts in one place. This unified overview simplifies financial management, helping you understand spending patterns, track cash flow, and improve financial decision-making without monitoring individual accounts separately.
3. Goal-Based Savings Planning
Achieve your financial goals faster with Cateasy’s goal tracking tools. Whether you’re saving for a major purchase, building an emergency fund, or striving for financial independence, Cateasy integrates your goals into your monthly budget. With clear progress indicators and actionable insights, staying on track has never been easier.
4. Automated Expense Categorization
Simplify expense tracking with Cateasy’s intelligent categorization system. The app automatically sorts transactions into relevant categories and lets you review, accept, or adjust these suggestions. For full control, manual entries are just a swipe away. This feature saves time while ensuring accuracy in managing your finances.
5. Shared Expense Management
Collaborate effortlessly on household or group budgets. Cateasy supports shared expense tracking, allowing users to create shared categories and split costs transparently. This feature is perfect for families, roommates, or any group sharing financial responsibilities.
6. Asset Portfolio Management
Monitor and manage all your financial assets in one place. From pensions and savings accounts to fixed-term deposits and investment portfolios, Cateasy provides an organized overview of your financial components. This allows you to make informed decisions and optimize your overall financial strategy.
7. Effortless Budgeting Tools
Cateasy makes budgeting accessible and stress-free. Set spending limits for specific categories and track your expenses without the complexity of managing multiple account models. Dive into detailed analyses of category-specific spending or view a simplified overview of your entire budget.
8. Flexible Data Import and Export
Transition seamlessly from existing financial tools. Cateasy supports importing data from Excel spreadsheets or other budget tracking tools. You can also export your financial data anytime, ensuring compatibility and flexibility for your financial management process.
9. Tracking Financial Independence
Plan for long-term financial success with Cateasy’s financial independence tracking feature. This tool helps users measure progress toward larger milestones, such as retirement or property investment, by providing actionable insights and detailed financial analysis.

Why Choose Cateasy?
Cateasy combines advanced automation with a user-focused design to provide an efficient and secure way to manage your personal finances. Its emphasis on privacy, flexibility, and ease of use makes it ideal for anyone looking to simplify daily financial management, achieve savings goals, and optimize asset tracking.
Start managing your finances smarter today with Cateasy—the comprehensive financial planning app designed to help you achieve your goals with confidence.

What’s new

Version 2.0.20 · Updated August 14, 2026

- The distinction between fixed and variable expenses is no longer necessary for certain banks. - Expenses that have not yet been categorized can now be automatically categorized via ChatGPT. - From now on supporting Revolut notifications. - Several bugfixes, including fix for requesting support for a notification that is not yet supported.

Alternatives to Cateasy - Categorize Easy

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