PatrimoinePlus didn't start in a boardroom. It started with a frustrated spreadsheet and a passion for taking control of personal finances.
Back in 2017, like many people, I started tracking my expenses the 'good enough' way: a monthly budget template in Google Sheets. It worked fine at first — clean, flexible, and free.
But as the years passed, the sheets multiplied. Three separate bank accounts, dozens of files, no clean way to compare months, forecast ahead, or get a clear picture of my financial health. What started as a simple system slowly became an unmanageable burden.
I was tired of the friction. But I never stopped caring about my finances — quite the opposite. I genuinely enjoyed understanding where my money went, planning for the future, and finding ways to optimize my budget. The problem wasn't the habit. It was the tool.
Instead of abandoning the habit, I decided to build the tool I always wished existed. Not a bloated banking app. Not an overwhelming dashboard full of noise. Just a clean, smart, all-in-one personal finance app that respects your time and makes budgeting feel effortless — whether you manage one account or five.
That idea became PatrimoinePlus.
Make personal finance management accessible, enjoyable, and powerful — without the complexity of traditional finance tools.
Finance is complex enough. Our app shouldn't be. Every feature is designed to be intuitive and get out of your way.
Your financial data is sensitive. We encrypt it, we never sell it, and we never share it with third parties.
Not for accountants. Not for traders. For anyone who wants to understand and improve their financial life.
Today, PatrimoinePlus helps people across France and beyond track their expenses, manage multiple bank accounts, scan receipts with AI, share budgets with family, and reach their savings goals — all from a single, clean dashboard. The spreadsheet days are over.
Join thousands of users who replaced their spreadsheets with PatrimoinePlus.
Start for free