Financial planner

Financial Planner is an internet environment for convenient management and observation of your money matters.

With the Financial Planner you can quickly get an overview of your financial situation, create budgets for yourself, obtain control over your expenses and make better use of your money. The Financial Planner automatically finds the right data from your transactions and organises them into expense and income groups. This enables you to get a great overview of your transactions by selected periods. You can observe how much money is spent on what and set a limit for each expense group, which you should not exceed. This way you can later see how you adhere to your budget.

Adjusting your preferences only takes a few moments and later everything is done automatically.

Not a client of Swedbank yet?

If you are not a client of Swedbank yet, we would like to invite you to benefit from the widest network of branches and ATMs and the best Internet Bank. Then you can also use the Financial Planner.

Give feedback

We are constantly developing the Financial Planner. In order to make financial planning even more convenient for you we would like to have your feedback. Is it easy to use the Financial Planner? Are the automatically grouped transactions in the right expense groups? Does setting goals help you achieve them?

Send your comments