iSurvix — Intelligent Survey IndexDigital technology
& engineering
PERSONAL FINANCE

Your money.
A clearer picture.

Organize expenses, income, budgets and financial commitments in one place, with a clearer view of your personal and household money.

Open iMoneta Discuss this product
PRODUCT OVERVIEW

iMoneta
at a glance.

Individuals and households looking for a more organized approach to their finances.

01

Expenses & income

Bring the money coming in and going out into one organized view.

02

Budgets

Manage budgets alongside everyday spending.

03

Accounts & cards

Organize financial records across accounts and cards.

04

Loans & commitments

Keep financial obligations within the wider picture of your money.

05

Household finances

Bring household money into your financial review.

06

Multiple currencies

Manage financial records across currencies.

A PRACTICAL WORKFLOW

Make it part of the routine.

01

Record

Add financial activity as part of your daily routine.

02

Review

Use a regular review to understand budgets and commitments.

03

Reconcile

Catch up and reconcile financial records when needed.

WHERE IT FITS

One task.
A clearer way to manage it.

Choose a rhythm that works for you: record daily, review weekly or catch up monthly. The aim is a financial picture you can understand and use.

Explore the product website for its current access options and product experience.

Visit the product
START A CONVERSATION

Let’s talk about iMoneta.

Ask about the product or discuss how it could fit your needs.

Discuss your requirements