Search Results for "dashboards"

Ez Bookkeeping is an open-source personal finance and bookkeeping web application designed to help individuals and small businesses track income, expenses, accounts, and budgets with simplicity and clarity. It provides a clean, modern interface where users can enter transactions, categorize expenses, and visualize financial data through dashboards, charts, and monthly summaries so that users can better understand their cash flow and spending patterns. The system supports multiple account types (such as bank accounts, cash, and digital wallets) and enables reconciliation to ensure records match actual balances. Users can set budgets, receive alerts when thresholds are approached, and generate financial reports like profit and loss statements or category breakdowns, empowering better planning and decision-making. ...

...Users can import bank statements (CSV, OFX, QIF) or integrate via APIs, map transaction categories, and reconcile accounts. The system supports budgeting schedules, repeating transactions, automatic categorization rules, and reporting dashboards to analyze trends over time. For investments, it tracks price history, performance, and holdings, allowing users to see their net worth across accounts and assets. Because of its foundation on solid accounting principles, it supports transfers, splits, credits, and sign conventions accurately. It can be self-hosted, allowing users full control over their financial data, with modular architecture and RESTful APIs so other tools or mobile apps can integrate.

Quadratic enables your team to work together on data analysis to deliver better results, faster. You already know how to use a spreadsheet, but you’ve never had this much power before. Quadratic is a Web-based spreadsheet application that runs in the browser and as a native app (via Electron). Our goal is to build a spreadsheet that enables you to pull your data from its source (SaaS, Database, CSV, API, etc) and then work with that data using the most popular data science tools today...

Intelligent stock analysis system is a Python-based smart stock analysis system that leverages large language models to automatically analyze selected equities across A-shares, Hong Kong stocks, and U.S. markets. It’s designed to produce a daily “decision dashboard” summarizing key insights such as core conclusions, precise entry/exit points, and checklists for potential trades, combining multi-dimensional technical analysis, market sentiment, chip distribution, and real-time price data. The...

...At its core, Tally pairs a local rule engine with large language models so that an AI assistant (like Claude Code, Copilot, or any CLI agent) interprets, suggests, and categorizes expenses, savings, subscriptions, and income events based on your own rules and behavior. It generates human-readable reports and can produce HTML, JSON, or Markdown outputs to suit dashboards or personal finance workflows. The project emphasizes transparency, allowing users to see why a particular transaction was classified a certain way and to refine rules over time. While it’s tailored toward developers and advanced users, it also includes an interactive command-line experience for initializing budgets, generating charts, and diving deep into spending patterns.

Defalto CRM, developed by IT-Solutions4You, is a modern and modular open source CRM system built on over 15 years of real business and CRM development experience. Designed for companies of all sizes, it helps teams manage sales, projects, and customer relationships efficiently through a clean, intuitive interface. The platform combines professional know-how with modern design and functionality. Its free core modules cover essential CRM features, while optional add-ons expand capabilities...

Cryptofolio is an open-source, and self-hosted solution for tracking your cryptocurrency holdings. It features a web interface, an Android mobile app, and a cross-platform desktop application for Windows, macOS, and Linux. These three platforms all work using a RESTful API, which you'd have to host yourself. It can provide you with a quick glance at the market, while also keeping track of your assets and their value. It also includes a feature that allows you to share your portfolio in a...

]project-open[ is Web based enterprise project management application with a focus on finance and collaboration. It’s main purpose is to coordinate the work of project managers, project members and stake holders across multiple projects. Target organizations are companies or corporate departments that need to track finances, tasks, and resources for a large number of concurrently running projects. ]project-open[ consists of about 200 modules for resource management, time sheet management,...

AthenaCentral is used since 2006 by health club chains, fitness centers, gyms and many membership organizations. It offers multilingual, multi-country and multi-center functionality. Its flexibility and power enables you to quickly adapt to environmental as well as organizational changes. The system includes components for integrating additional technologies such as access control (barcode, RFID, fingerprints, ...). It is fully compatible iso20022 (financial information transactions)...

...Odometer is often used in marketing sites, financial dashboards, and gamified interfaces where numeric feedback benefits from a touch of motion and polish.