Everything in one place
What can you do with Onze Financiën?
From dossier management to bank import and tax overview: here is what you can do in the app — per household, with clear roles and without scattered spreadsheets.
Dossiers and collaboration
Multiple dossiers
Manage one or several households (dossiers) with roles from read-only to full admin.
Invitations
Invite a partner, family members, or administrators by e-mail — with an acceptance flow for new and existing accounts.
Activity log
Who changed what? The dossier activity log tracks important actions for transparency within your household or team.
Data export
Export dossier data when you need a backup or handover.
Planning and payments
Financial items
Plan income, expenses, debts, and savings goals with recurring periods, amount changes, and end dates.
Payment overview
Filter by month on income or expenses, mark what is paid, and see totals at a glance.
Forecast and liquidity
See up to roughly three years ahead how income, spending, and account balances evolve — including liquidity warnings.
Budgets
Set monthly budgets by category and compare them to expected spending in your overview.
Loans
Calculate annuities, compare payoff scenarios, and check whether a loan stays on track.
Banking and administration
Bank accounts
Link IBAN accounts to items, keep balances and as-of dates up to date, and see them in your forecast.
Statement import
Import bank statements (MT940, CAMT, CSV), match lines to open payments, and update balances.
Reconciliation
Compare imported bank lines with planned payments and keep your records aligned.
Documents and communication
Attachments and invoices
Upload invoices and receipts per item, or forward them by e-mail. Files are stored privately on the server — not on the public web.
Mailbox per dossier
Each dossier can have its own mailbox. Sort mail into folders, apply rules, and link attachments to expenses.
Messages and reminders
Messages and reminders inside the dossier — plus notifications when something new arrives.
Browser notifications
Receive browser notifications for new messages or reminders when you enable them.
Reports and master data
Dashboard
Start your month with KPIs: what is due, what is already paid, and which reminders are open.
Monthly overview
Print or export a monthly overview of income and expenses — useful for reviews or administration.
Tax overview
Overview of items you marked as tax-related, grouped by category.
Tasks
General tasks per dossier — standalone or linked to a financial item, with reminders.
Master data
Manage categories, tags, household members, address book, and bank accounts centrally in your dossier.
Security and platform
Two-factor authentication (2FA)
Protect your account with an authenticator app in addition to your password.
Secure and private
HTTPS, private storage, no marketing trackers, and optional two-factor authentication for extra security.
Bilingual interface
Switch between Dutch and English; dates and labels follow your language choice.
Ready for clarity?
Start free with an account and set up your first dossier — within minutes you can see your plan and forecast.