Analyse and manage your finances
Your finances, always under control
Manage your finances in just a few clicks: with e-finance and the PostFinance App, you have your incomings and expenditure under full control. Get to know our analysis area.
What were your incomings and expenditure over the past few months? What’s your position in terms of your current assets, and where is there potential for optimization? Our analysis functions provide you with a clear overview of all answers related to your individual financial situation – from the comfort of your sofa.
How to organize your finances
Manage your incomings and expenditure by category
When it comes to day-to-day expenses, you can soon lose track of exactly what you spend your money on. You should therefore categorize your expenses according to your needs, such as “purchases”, “household” or “education”, to keep track easily – whether for your next financial check or your annual plan.
Assign labels for more transparency
How much has your planned trip or party already cost you? Find out easily by assigning individual labels to your expenses, such as “Autumn holidays”, “Flat share expenses” or “Birthday party”. That way, you can analyse your finances even more precisely.
Create expenditure budgets and receive notifications
Is a new sofa still in the household budget? Create your own personal budget plan and see at a glance how much is left over. If you approach the end of the budget, you will receive a notification to help you stay comfortably within your financial limits.
Subscriptions – your regular payments at a glance
Film and music streaming services, Internet providers and more – keep track of your current subscriptions and the average amount you pay for them.
Don’t have online banking yet?
With e-finance, you can manage your finances yourself, anytime and anywhere.
Not using the PostFinance App yet?
Download the app now and get mobile access to digital banking and e-trading.
Questions and answers
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You can use the analysis functions in e-finance and the PostFinance App to analyse and manage your finances in the best possible way. You have the option of individually categorizing your incomings and expenditure and assigning personal labels such as “Holidays” or “Pets”. You can also create budgets to achieve your financial goals and better control your spending. What’s more, you can track the development of your assets and identify optimization potential at an early stage.
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The analysis area is available to all private customers free of charge in e-finance and the PostFinance App.
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PostFinance will not share your data with third parties and complies with all data protection and bank confidentiality provisions.
You can find information on data protection at postfinance.ch/data-protection. Details on the principles and methods of data processing are set out in the “PostFinance Ltd General Privacy Policy”.
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We would be happy to receive your feedback on the analysis area. Customers can enter their feedback directly in the app under “More” > “Contact and Support” > “Feedback”.
