Features
Manage Finances
- Accounts & AssetsManage financial accounts (checking, savings, credit cards) and assets (property, valuables) in one place.
- TransactionsRecord and categorize transactions to keep track of your spending habits.
- BudgetingSet monthly budgets for different categories and track your spending against them.
Data Import & Automation
- Transaction CSV ImportImport transactions in bulk using CSV files.
- Sync ProvidersIntegrate with financial institutions through SimpleFIN and LunchFlow for automatic syncing.
- Auto-CategorizationTrain a machine learning model on your transactions to automatically predict categories.
- Automatic RulesCreate rules to automatically update transactions based on description, amount, or date.
Analytics & Insights
- Financial GoalsSet and track progress towards goals like saving for a house or paying off debt.
- Customizable Trends ChartsVisualize spending trends with charts filterable by date range, account, and category.
Security
- User AuthenticationAuthenticate locally with two-factor authentication (2FA), or bring your own OIDC provider.
Internationalization
- Multiple LanguagesSelectable languages include English, German, French, and Simplified Chinese.
- Localized FormatsDates and numbers are displayed according to the selected language and locale.