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  • Personifi Finance screenshot 1
  • Personifi Finance screenshot 2
  • Personifi Finance screenshot 3
  • Personifi Finance screenshot 4

About Personifi Finance

Make your money match the life you're building. Personifi Finance brings personal and business money into one organized system. It's built for self-employed people, freelancers, contractors, and anyone who wants a clearer view of work and life - but it works just as well for personal finance on its own. SEE THE BIGGER PICTURE - Connect bank, credit card, loan, and investment accounts. - Review balances, transactions, spending, cash flow, and net worth in one place. - Move between Personal and Business views without maintaining separate systems. - Organize activity across personal, business, and transfer transactions. BUILD A CLEARER PLAN FOR YOUR MONEY - Track income, expenses, cash on hand, and business performance. - Review reports that help you understand trends and day-to-day activity. - Build budgets and follow savings goals around what matters to you. - Keep the information behind work and life organized as things change. PRIVATE BY DESIGN Personifi uses token-based account connections. Personifi does not receive your bank login credentials. Personifi Finance is a financial organization tool. It does not move money, execute trades, or provide legal, tax, or investment advice. An account is required. Subscription availability and features may vary by plan. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

What’s new

Version 1.1.1 · Updated September 23, 2026

A refreshed introduction to Personifi, a cleaner sign-up experience, and improved layout and navigation on iPhone.

App privacy

The developer, Personifi LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Contact Info: Email Address, Name
  • Financial Info: Other Financial Info
  • Location: Coarse Location
  • Identifiers: User ID
  • Usage Data: Product Interaction

Used for: Developer’s Advertising or Marketing, Analytics, Product Personalization, App Functionality

Alternatives to Personifi Finance

Looking for apps like Personifi Finance? Here are 6 similar apps on the App Store. The highest rated is Anywaypay (5.0/5), and all 6 are free to download.

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