Tool dossier
An all-in-one personal finance platform. Track, optimize, grow, and manage your money through every stage of life.
Product snapshot
Positioning
The goal here is to separate raw catalog facts from the sharper product shape users care about before they commit time.
About
Take control of your finances with a single, unified view of your money. Connect bank accounts, cards, investments, and even custom assets, or add everything manually when you prefer full control. Powerful transaction tools let you create, edit, tag, and link income, expenses, and transfers so your records always stay accurate and organized. Key features: Open-source and self-hostable, it offers transparent, privacy-first personal finance management built in public.
Highlights
Track assets, debts, and net worth across accounts and currencies in one dashboard.
Categorize spending with custom categories, merchants, tags, and flexible filters.
avoid overspending
Create smart rules to automatically categorize and clean up recurring transactions.
instant, actionable insights
Evidence
