Summa
Your money now has an assistant. Private. Native on Mac.
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Summa 3.0 - Your money now has an assistant. Private. Native on Mac.

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Summa is a private money manager for iPhone, iPad and Mac: budgets, forecasts, net worth, goals, receipts and bank statement import, in 17 languages. Version 3.0 adds a personal assistant that answers with your real numbers, privately on your device with Apple Intelligence. It proposes changes, you approve, and you can undo. Also new: a native Mac app with a menu bar panel, Apple Wallet accounts, Siri and Spotlight search, swipe review, and a more generous Free plan.

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Hi Product Hunt - I'm Roberto, the developer behind Summa. Summa is a money manager that keeps your financial life private: budgets, a forecast that runs on your device, net worth, goals, receipts, and a bank statement import that understands the exports of more than a hundred banks. It ships in 17 languages with 75 currencies. Version 3.0 is the biggest release yet, and it is ready for iOS 27, iPadOS 27 and macOS 27. The headline is Summa Personal Assistant. Ask about your money in your own words and it answers with your real numbers. Everyday questions are answered on your device with Apple Intelligence, complex ones through Private Cloud Compute. It proposes, you decide: every change is shown first, applied only when you say so, and can be undone. Pick a personality: The Coach, The CFO, The Roastmaster, or The Sage. Also new: Summa for Mac, a real Mac app with a permanent sidebar, keyboard control and a menu bar panel that syncs in the background. Apple Wallet accounts through FinanceKit (US and UK). Siri and Spotlight can find your transactions, budgets and goals. Imported transactions stack into swipeable cards. Digests show what changed, not just totals. The Free plan now has unlimited accounts and transactions. No ads, no tracking SDK, no tracking prompt. Your bank credentials never touch our servers. Product Hunt offer: redeem code [PRODUCTHUNT] for 2 months of Pro free. I will be here all day. Tell me what the assistant should learn next.