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Financial Planner

Financial Planner

A comprehensive overview of your finances

  • Plan your personal and family budgets with ease
  • Transactions are automatically categorised by cost type
  • You can add your own cost types
  • The Financial Planner service is free of charge

SEB’s Financial Planner enables you to keep track of what you’re earning and spending each month in a simply and convenient way.

Access the Financial Planner

Using the Financial Planner couldn’t be easier. As soon as you access it, a list of all of your transactions over the last six months is generated. The planner automatically categorises the transactions by cost type, creating a monthly budget for you based on your average spending.

You can add other members of your family to the Financial Planner, too – meaning you can keep track of your spending as a family unit in just one place. Even if you have accounts in Swedbank or Sampo, you can add those transactions to the planner as well. That way you get the most comprehensive overview of your finances possible.

  • The bank never makes use of the data entered in the planner without seeking your permission to do so first.
  • The information in the planner is automatically displayed in euros.
  • Try the demo version (EST)

 

Financial Planner Financial Planner Financial Planner

 

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