What is Lumio?

Bring all your financial accounts together in one easy-to-use platform, which enables you to keep track of your balances at a glance, analyze your spending habits, and gain insightful recommendations for saving both individually and as a family. Broaden your financial management capabilities by overseeing joint accounts, checking accounts, credit cards, investments, ISAs, savings, and more—all through a unified, comprehensive money dashboard. Enjoy a detailed, categorized breakdown of your income, expenditures, and investments, helping you to catch unexpected subscriptions before they become issues. Improve your financial behaviors with AI-powered alerts that notify you about shifts in your spending and suggest the best times to put away extra money. Whether you’re gearing up for a new addition to the family, adopting a pet, or buying a home with your partner, you can feel confident that your finances are tailored to support your family’s aspirations. Historically, effective financial management tools have largely been reserved for the wealthy, which is why we developed Lumio with the belief that personalized financial planning should be available to everyone, regardless of their economic status. By offering these essential resources, we enable individuals from diverse backgrounds to reach their financial ambitions and improve their overall well-being. This commitment to inclusivity allows us to break down barriers and foster a greater understanding of personal finance for all.

Pricing

Price Starts At:
$4.80 per month
Free Version:
Free Version available.

Integrations

No integrations listed.

Screenshots and Video

Lumio Screenshot 1

Company Facts

Company Name:
Lumio
Date Founded:
2017
Company Location:
United Kingdom
Company Website:
www.lumio-app.com

Product Details

Deployment
SaaS
Mac
iPhone
Android
Support
Web-Based Support

Lumio Categories and Features

Budgeting Software

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Lumio Customer Reviews

Write a Review
  • Reviewer Name: Jennifer H.
    Position: GM
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Ideal for couples managing their finances togetheer

    Date: Feb 24 2025
    Summary

    Really straightforward if you're a couple that shares some bills and spending. We both cover bills & subscriptions on personal bank and credit cards - so we're always losing track of who paid for what!

    Lumio is a great place for a single source of truth!

    Positive

    Love the flexibility.
    Can add any shared bills, expenses and accounts into a shared space with my partner. And can keep my personal finances in my private space. Very neat, and easy

    Negative

    Would love to see some savings options. i.e. so me and my partner can save together in Lumio

    Read More...
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