Financial Insight Plus

Insight into your financial situation based on data collected from various sources including banks.

The personal insight contains data collected from MijnOverheid, MijnBelastingdienst, MijnUWV, MijnDUO (study debts), MijnPensioenOverzicht and banks. In addition, bank transactions are retrieved and categorized at the banks selected by you. Collected data only ends up with you on your phone.

When visiting the data sources mentioned, you must be able to log in with your DigiD. If you don’t have one yet, the app will help you request it. You also need an account with MijnOverheid with which you can perform the two-step authentication. Unfortunately, it is necessary to log in again at each data source. We expect to simplify this in the future.

If you have previously retrieved data from a data source and this data is still current, the app will skip this source when collecting. The app uses the services of Invers B.V. to visit your banks. They have a PSD2 license issued by the Dutch Central Bank. Invers gets the bank transactions, categorizes them and gives them to the app FP. No personal data is left behind with Invers.

This overview requires a QR code, or coupon. Ask your care provider or advisor for a QR code. In order to be able to give you a QR code, your care provider or advisor must make an appointment with us in advance. The Financial Passport Foundation can be reached for this at info@financieelpaspoort.nl.