Sumeria+ offers customers several solutions to manage their money, organize their expenses and plan a budget.
Budget account
Opening a budget account is the ideal way to better manage your personal finances. Sumeria+ customers can organize their money into several dedicated spending categories (leisure, shopping, groceries, etc.) and set a maximum amount not to exceed for each account. It’s the digital equivalent of the traditional paper budgeting envelopes. Learn more.
Bar charts and expense categorization
Accessible from the Payments tab, Sumeria+ customers can track their spending trends by period (monthly or weekly), by account, and select the category or categories they want to focus on. They can also add multiple views for more in-depth analysis. Learn more.
Fixed expenses tracking
Customers can record their fixed expenses (type, amount, debit date) and access the full list from the “Payments” tab. Notifications a few days before each debit, monthly and annual indicators, as well as the creation of a dedicated budget account for fixed charges help them get a clear overview and better anticipate upcoming payments. Learn more.
Spending calendar
The transaction history can be viewed in a calendar format from the “Payments” tab. Thanks to this unique view, customers can easily identify their highest-spending days, spot their most frequent merchants, or find a specific transaction. Only Sumeria+ customers have full access to the calendar, allowing them to visualize and compare their spending from one month to the next for better budget management. Learn more.