Equofi - Easy Family Finance

Take control of your money with Equofi, a personal and family finance manager that brings your financial life into one clear view.

Track expenses, plan budgets, understand spending patterns, monitor investments and organise family finances without switching between disconnected apps.

💸 TRACK INCOME AND EXPENSES

Record transactions, organise them by category and understand where your money goes. Review recent activity, payment methods, shared expenses and private transactions from one dashboard.

📊 PLAN AND MANAGE BUDGETS

Create category budgets, compare planned and actual spending, and use clear analytics to understand your monthly financial habits.

🏦 ORGANISE ACCOUNTS AND CARDS

Keep your accounts, cards and balances together for easier financial tracking. Equofi does not hold, transfer or move your money.

📈 MONITOR INVESTMENTS

Track mutual funds, stocks, retirement savings, NPS, EPF, property and other assets. View portfolio values and performance without using Equofi to execute trades.

🎯 TRACK FINANCIAL GOALS

Create savings goals, monitor progress and keep future priorities visible alongside your everyday finances.

🧾 IMPORT RECEIPTS AND STATEMENTS

Upload supported CSV, XLSX and PDF statements or receipts to reduce manual data entry. Review extracted information before adding it to your records.

🤖 ASK EQ, YOUR FINANCE ASSISTANT

Use conversational tools to explore your financial records, understand spending and add transactions. Always review AI-generated results before relying on them.

👨‍👩‍👧‍👦 MANAGE FAMILY FINANCES

Create a shared family view, invite members, manage shared records and keep personal transactions private when needed.

🛡️ TRACK LIABILITIES AND PROTECTION

Organise loans, recurring obligations and insurance-policy records alongside the rest of your finances. Equofi does not offer loans or sell insurance.

🔒 DESIGNED WITH PRIVACY IN MIND

Your primary financial records are maintained in your connected Google Sheets. Equofi uses secure authentication and gives you control over connected access and account deletion.

WHY EQUOFI?

• Personal expense tracker and budget planner
• Family finance and shared-ledger tools
• Financial analytics and spending insights
• Investment, liability and goal tracking
• Receipt and statement imports
• Light and dark appearance
• No advertisements
• No banking, lending or money-transfer services

Equofi is intended for personal financial organisation and informational purposes. It does not provide financial, investment, legal, accounting or tax advice.