January 2026 Product updates
Our vision stays the same: make Finary the one-stop-shop to manage your money. This month, we're taking another step forward with the ability to invest in Finary Life directly from the app, a more transparent crypto experience, more flexible tracking, and over 40 fixes for increasingly reliable data.
📲 Finary Life: invest without leaving Finary
You can now make one-time deposits into your Finary Life contract directly within Finary.
Invest, track the status of your transaction, and stay in control, all in one place. A seamless, consistent experience, true to the promise of Finary Life.
This new feature is a significant milestone that gets us one step closer to our long awaited self-directed contract (« gestion libre »). Stay tuned!
↗️ Fewer surprises when transferring your cryptos
Crypto withdrawals and deposits above €1,000 are subject to a regulatory requirement that applies to all regulated crypto platforms across the EU: the Travel Rule.
We've redesigned the experience to make it clearer and more predictable: you now know upfront when verification is required, and why. The result: a smoother journey when transferring your crypto assets.
🎯 Sharper, more flexible tracking
Your tracking is getting deeper. On mobile, PnL now switches between % and € with a single tap, based on your preference. A new 3-month range is available for your performance views, bringing more flexibility to your analysis. On the budget side, the Sankey chart now includes your sub-categories for a detailed breakdown of your spending and income.
The result: more depth, more flexibility, and tracking that adapts to the way you analyse.
Connection management is also getting clearer. Already-synced accounts are highlighted when adding an institution, with a possible direct redirect to existing accounts to avoid duplicates. You can also manage your connections at any time from the Synced Accounts page in your settings. The status bar now aggregates all connections requiring action on your end, with maximum context.
⚙️ 40+ fixes, more reliable data
Over 40 bugs were fixed this past month. Goodvest credential errors are resolved. Recurring expense detection has been refined, and budget alerts are now sent and configurable directly from your budget on mobile, so you get notified when significant transactions occur. Securities matching has also been significantly improved (for example with eToro) and over 300 securities (stocks, funds, etc.) have been added to our reference database for broader coverage.
Finally, we're working on two fronts to deliver lasting improvement to sync reliability. Internally, a structural effort is underway to ensure you can maintain reliable tracking even when a sync is temporarily unstable. In parallel, we're actively collaborating with our partners: for instance, Linxea and Yomoni syncs are now operational.
Join the adventure!
The Finary team keeps growing! We are currently hiring for 15+ positions, including:
Feel free to apply or forward the job descriptions to your friends!
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Finary SAS, a member of the National Chamber of Wealth Management Advisors, has a share capital of €1,625,000 and is registered with the Paris Trade and Companies Register under number 892 357 724. Its headquarters are located at 58 rue de Monceau, 75380 Paris 8. Finary SAS operates as a Financial Investment Advisor (CIF) and Insurance Broker, registered with Orias under number 21001279, and is a member of the National Chamber of Wealth Management Advisors, an association accredited by the French Financial Markets Authority (AMF), with financial guarantees provided by Assurances Mutuelles MMA IARD.
Investing may carry risks, particularly of capital loss (more or less significant depending on the nature of the investment) and no guarantee of performance, but may offer the prospect of higher returns in return for these risks.
*This advertisement does not constitute an offer or personalized advice. It has no contractual value. For complete and personalized information, please refer to the regulatory documentation of the contract, including the general terms and the information notice.
