Finances

Eines de planificació financera i pressupost

Inèdit

This application manages personal and business financial data by consolidating, organizing, and visualizing transaction information across multiple accounts, banks, and sources, providing clear insights into spending patterns and financial health. Its key features include detailed transaction tracking with merchant linkage, customizable filtering and sorting, interactive reports and charts, map visualization of expenses, secure local data storage, offline accessibility, and capabilities for importing various file formats, all tailored for individual users, financial analysts, and developers seeking an intuitive, privacy-focused financial management tool.

Finances es pot trobar a Financial Planning & Budgeting Tools categories.

Els productes més similars a Finances són:

Essential Budget Perfil verificat → Visual Budget → Moneydance → MoneyManager Ex →

Detalls

Característiques principals de Finances

• Map View
  Look at transactions on a map to see where you spent money.
• Free Trial
  Try the app free for 7 days with demo data included.
• Get the App
  Download the app and stay updated by entering your email.
• Offline Use
  Use the app quickly and even when offline.
• Data Privacy
  All your data is stored safely and privately on your computer, not shared with others.
• Pricing Info
  Pricing details will be shared soon for the subscription plan.
• View Options
  View all transactions, or just from specific accounts, folders, or tags.
• File Importing
  Import transactions from CSV or OFX files easily by dragging and dropping them.
• Developer Tools
  Developers can write custom rules for new transactions using JavaScript.
• Statistics View
  See totals, counts, and merchant spending like in a spreadsheet.
• AI Compatibility
  Connect your finances to AI tools like Claude to ask questions about your spending.
• Developer Access
  Developers can open and use the database with other programs or create custom tools.
• Spending Visuals
  See your spending broken down by category, merchant, or tags in charts.
• Uber Integration
  Add Uber pickup and drop-off details to your transactions.
• Beautiful Finances
  Your finances look good and organized, no matter which bank or data source you use.
• Custom Integration
  Developers can create their own way of adding transactions if their bank isn't supported.
• Transaction Details
  You can add information to transactions, like merchant name, category, logo, location, and website.
• Data Sharing Control
  If you choose, only the transaction descriptions are shared with our server, not your money amounts.
• Duplicate Prevention
  The app skips duplicate transactions when importing overlapping files.
• Transaction Grouping
  Group transactions by day, week, month, year, merchant, or category.
• Quick Information Search
  Find information fast by searching for text or filtering by date.

Insígnies

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Còpia de la insígnia

<a href="https://saasbrowser.com/ca/saas/1259230/finances" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/7s8lkgptvzaeslt87a75kwp3hgh0" alt="Finances - SaaS Browser Verified Badge" width="200" height="133" /></a>

Còpia de la insígnia

Alternatives a Finances

Essential Budget

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Visual Budget

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Moneydance

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MoneyManager Ex

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Tecnologies utilitzades

Veure totes les tecnologies