Finthy Mexico - Personal Finance Dashboard

Why You Need a Financial Dashboard in Mexico

Managing your finances in Mexico has become more complex than ever — especially if your financial life spans multiple countries. Between traditional bank accounts at BBVA or Banorte, neobank cards from Nu or Klar, CETES investments, and perhaps income or savings in US dollars, your money is spread across too many places.

The problem is simple: you can’t control what you can’t see. If you need to log into 3 or 4 different banking apps just to know your total balance, it’s easy to lose track of spending and blow your budget.

Finthy solves this by connecting all your Mexican accounts — and accounts abroad — into one dashboard where you see your complete financial picture.

Who Finthy is For in Mexico

Remote Workers and Freelancers

If you work for US or European clients and receive payments in USD through Wise, Payoneer, or bank wire, you need to see your dollar income and peso expenses in the same place. Finthy shows you exactly how much you have in each currency and helps you budget across multiple currencies without losing sight of exchange rates.

Expats Living in Mexico

Whether you moved from the US, Canada, or Europe, managing finances across your home country and Mexico is a constant juggle. Finthy lets you manage money across two countries from a single screen — your Mexican bank accounts alongside your accounts back home.

Anyone with Multiple Bank Accounts

It’s common in Mexico to have your payroll at one bank, credit cards at another, and a neobank for daily spending. Finthy centralizes everything so you know exactly where your money goes each month.

How Finthy Works with Mexican Banks

Mexico doesn’t yet have Open Finance regulation like Chile or Brazil, which means banks don’t automatically share data with external apps. That’s why Finthy offers two secure methods to connect your accounts:

• Chrome Extension (Banamex and HSBC): Syncs your transactions directly from your online banking. The extension runs in your browser — your credentials never pass through our servers.
• File upload: For banks like BBVA, Banorte, Santander, and others, you can upload your bank statements and Finthy processes them automatically.

Both methods protect your data with 256-bit encryption, the same security level used by banks.

More Than Just Seeing Your Accounts

Connecting your banks is just the first step. With Finthy you can:

• Create budgets in pesos and dollars separately, so your budget reflects how you actually spend
• Categorize expenses automatically to know exactly how much goes to food, transport, utilities, and entertainment
• See your total net worth in a single figure, converting all your currencies at the current exchange rate
• Track spending trends to understand if you’re spending more or less than last month

If you want to take your financial control to the next level, our zero-based budgeting guide shows you how to assign every peso to a purpose.

Bank-Level Security

We know that connecting your bank accounts to any service requires trust. That’s why Finthy was built with security as a priority:

• 256-bit encryption for all data in transit and at rest
• No credential storage — we never save your banking passwords
• Audited Chrome Extension — all processing happens locally in your browser
• Cloud infrastructure with the same standards used by financial institutions