Personal finances • Personal profile
Your money, with a clearer view.
Bring account balances together, monitor cards and understand your monthly spending.
bBlipen PersonalInside the app
What you can do in Personal
An overview of the information that matters to your budget.
Multiple accounts together
Connect supported banks or add manual accounts, then review balances and transactions.
Cards & bill management
Review closing dates, due dates and the effect of installments on upcoming months.
Goals & budgets
Set category limits and monitor savings goals with progress indicators.
Features in the Personal context
| Capability | Personal profile status | Details |
|---|---|---|
| Consolidated account activity | Available | Open Finance and manual accounts |
| Card bills and installments | Available | Physical and virtual cards |
| Smart categorization | Available | Category rules and editing |
| Budgets & goals | Available | Spending limits with visual indicators |
| Investment tracking | Partial support | Supported assets and manual portfolios |
| AI chat with financial context | Available | Budget insights and receipt reading |