🚀 Beta Phase

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Manage your finances with simplicity

The Swiss app to master your budget, manage your wealth and optimize your finances.

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Budget Module

A complete solution, at your pace.

Start by mastering your budget or optimizing your wealth management. At monestia, you only choose what you need.

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Budget Module: Master your expenses

The ideal starting point to regain control. Track your income and expenses in real-time, categorize your transactions, and identify where your money really goes.

  • For who? Ideal for beginners in financial management
  • Price: Price: CHF 5.-/month

Investment Module: Your wealth unified, finally clear

Stop juggling between ten applications. Enter your investments (stocks, bonds, gold, crypto, etc.) and visualize your global wealth that updates automatically at a glance. Performance, asset allocation, evolution: everything is there.

  • For who? For investors who want to centralize their assets
  • Price: Price: CHF 5.-/month
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Real Estate Module: Manage your real estate like a pro

Your mortgage shouldn't be a black box. Track your loan amortization, calculate your borrowing capacity, and plan your future real estate projects with full transparency.

  • For who? For owners or future buyers
  • Price: Price: CHF 5.-/month
monestia
11.11.2025
Rapport de Patrimoine

Your financial file, in one click.

Don't waste hours gathering your documents. monestia allows you to generate a complete and professional wealth report PDF at any time.

  • Essential for a mortgage loan application.
  • Prepare an effective bank negotiation.
  • Perfect for a clear annual review, for you or your advisor.

Your trust is our priority. Designed for Switzerland.

Money management is a serious matter. That's why we built monestia on three fundamental pillars.

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100% Swiss Made

monestia is a Swiss company, developed in Switzerland, with all your data hosted exclusively in Switzerland. We understand the specificities of the Swiss and cross-border market.

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Uncompromising security

We apply the strictest standards in data protection: FADP compliance, GDPR, and ISO 27001 certifications. Your information is encrypted end-to-end.

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Your anonymity, your choice

monestia never requires your identity to function. You can use the application in complete confidentiality, without ever revealing who you are. It's your right, we respect it.

Ready to take control?

Financial education starts with a first step. Whatever your situation today, monestia is the tool designed to support you in building the future you deserve.

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