Parties & Relationships
Track people, businesses, and institutions you do business with. See complete financial history by relationship and understand your financial connections.
What Are Parties?
Parties represent the people, businesses, and institutions in your financial life
People
Friends, family members, colleagues, or anyone you have financial interactions with
Businesses
Stores, restaurants, service providers, or any business you regularly transact with
Institutions
Banks, insurance companies, government agencies, or other institutions
Key Benefits
Understand your financial relationships at a glance
Complete Transaction History
View all transactions with a specific person, business, or institution in one place
Financial Relationship Insights
Know who you pay most frequently, who you owe money to, and who owes you
Quick Search & Filter
Easily find transactions by searching for a specific party name
Common Use Cases
Personal Finances
Track money lent to friends, shared expenses with roommates, or payments to regular service providers
Business Context
See all payments to a specific vendor, track client payments, or monitor regular business expenses
Frequently asked questions
A party in Mr.Fin is a person, business, or institution in your financial life, such as a friend, a store, or a bank. Parties let you see your transactions grouped by who they involved.
Record each transaction with its party in Mr.Fin, then view all transactions with that person, business, or institution in one place. You can also search by party name and see who you pay most frequently.
Start Tracking Your Financial Relationships
Understand the people and businesses that matter in your financial life