Open Source Mac Financial Software - Page 5
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Financial Software for Mac
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Tally
Let agents classify your bank transactions
Tally is an open-source, AI-assisted tool designed to automate the classification of personal financial transactions, helping users turn raw bank data into meaningful categories without manual tagging. 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. -
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ThetaGang
ThetaGang is an IBKR bot for collecting money
ThetaGang is an IBKR trading bot for collecting premiums by selling options using "The Wheel" strategy. The Wheel is a strategy that surfaced on Reddit but has been used by many in the past. This bot implements a slightly modified version of The Wheel, with my own personal tweaks. The strategy, as implemented here, does a few things differently from the one described in the post above. For one, it's intended to be used to augment a typical index-fund-based portfolio with specific asset allocations. For example, you might want to use a 60/40 portfolio with SPY (S&P500 fund) and TLT (20-year treasury fund). This strategy reduces risk, but may also limit gains from big market swings. By reducing risk, one can increase leverage. ThetaGang will try to acquire your desired allocation of each stock or ETF according to the weights you specify in the config. To acquire the positions, the script will write puts when conditions are met. -
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alpha_vantage
A python wrapper for Alpha Vantage API for financial data.
Alpha Vantage delivers a free API for real time financial data and most used finance indicators in a simple json or pandas format. This module implements a python interface to the free API provided by Alpha Vantage. You can have a look at all the API calls available in their API documentation. For code-less access to the APIs, you may also consider the official Google Sheet Add-on or the Microsoft Excel Add-on by Alpha Vantage. To get data from the API, simply import the library and call the object with your API key. Next, get ready for some awesome, free, realtime finance data. Your API key may also be stored in the environment variable ALPHAVANTAGE_API_KEY. The library supports giving its results as json dictionaries (default), pandas dataframe (if installed) or csv, simply pass the parameter output_format='pandas' to change the format of the output for all the API calls in the given class. -
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jGnash
jGnash Personal Finance
jGnash is a cross platform personal finance application written in Java. jGnash is a double entry system with support for multiple currencies. jGnash can import OFX and QIF files. -
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ERP and CRM suite, including eCommerce, inventory, warehouse, order, customer management, general ledger, MRP, POS. Database independent service-oriented architecture (SOA)
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Ananas is a runtime and development environment of Finance Applications
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Excel Writer
A standalone, portable Ada package for producing Excel spreadsheets
Excel_Out is a standalone, portable Ada package for writing Excel spreadsheets with basic formattings and formulas, easily and programmatically. Enables the automatic production of reports. No interaction needed with Excel or MS Office. More information on: http://excel-writer.sf.net Alire crate: https://alire.ada.dev/crates/excel_writer Mirror: https://github.com/zertovitch/excel-writer -
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Akaunting
Free and Online Accounting Software
From invoicing to expense tracking to accounting, Akaunting has all the tools you need to manage your money online, for free. That's right, completely free. There is no limited or trial version. No hidden charges or setup fees. See your financials online anytime, anywhere on your computer, tablet or phone. We're disrupting the closed-source dominated market and introducing the power of Open Source to accounting world. Akaunting is built with modern technologies such as Laravel, Bootstrap, jQuery, RESTful API etc. -
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JFS Accounting, Fribok, is a project for a free accounting software developed in Java. This accounting software includes the cycles of sale, purchasing, inventory and accounting.
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S.A.F.E. Open Source Microfinance Suite
Open Source Microfinance Suite
S.A.F.E. is a "Open Source Microfinance Suite" created for help to the operational needs from the Microfinance institutions, developer with Web 2.0 technologies. english demo: https://english.sipakal.com Español : https://demo.sipakal.com ¿Como Instalar? : http://goo.gl/9ILv8X Default User: root Default Password: root Docker : https://hub.docker.com/r/sipakal/safeosms Source Code : https://github.com/patadejaguar/safeosms -
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QuickFIX/J is an 100% Java implementation of the popular QuickFIX open source FIX protocol engine. QuickFIX/J features include support for FIX protocol versions 4.0 through 4.4 and 5.0/FIXT1.1 (www.fixprotocol.org). Please note that the SourceForge SVN repo is read-only. Current repo can be found here: https://github.com/quickfix-j
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SimpleXlsxWriter
C++ library for creating XLSX files for MS Excel 2007 and above.
This library represents XLSX files writer for Microsoft Excel 2007 and above. The main feature of this library is that it uses C++ standard file streams. On the one hand it results in almost unnoticeable memory and CPU resources consumption while processing (that may be very useful at saving a large data arrays), but on the other hand it makes unfeasible to edit data that were written. Hence, if using this library the structure of the future report should be known enough. The library is written in C++ with using STL functionality and based on the ZIP library (included), which has a free license: http://www.codeproject.com/Articles/7530/Zip-Utils-clean-elegant-simple-C-Win32 This library is distributed under the terms of the zlib license: http://www.zlib.net/zlib_license.html -
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QNE Accounting Software
QNE: Accounting Payroll Software System Malaysia
QNE Software Sdn Bhd (QNE) is a dynamic organization located in Kuala Lumpur (KL) that actively provides Accounting System to the South East Asia market. QNE’s solutions are designed specifically to meet the requirement of local business practices and challenging environments. Since QNE (formally known as OneStop Software Solutions (M) Sdn Bhd) was formed on 15 August 2001 under the Companies Act 1965, QNE’s is known for its strong commitment to research and development. As a result, QNE was awarded the MSC Pioneer Status in April 2005. With a strong commitment to research and development, QNE is able to provide users with new applications and features that help the users to meet the challenging and demanding business environment. QNE is also dedicated to participate actively in MSC and share the vision towards a K-economy in the year 2020. Supported by a localized team of qualified and skilled technical specialists, QNE is capable of providing speedy responses to users which add -
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Fakturama - Invoicing Made Easy
The Open Source Invoice Management Software
Fakturama is an open-source software solution designed for enterprises for creating invoices, as well as delivery notes, while managing and editing your online web shop. Fakturama was especially created in order to provide a comprehensive invoicing program that is compatible with office suites used worldwide, like LibreOffice and Apache OpenOffice. Fakturama makes it easy to create invoices, manage products, contacts, documents, payments, shippings, VATs and all the other constituents of a web shop. -
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HomeBank
Free, easy, personal accounting for everyone
«HomeBank» is the software you have always wanted to manage your personal accounts. It brings you many features to analyze your finances in a detailed way instantly and dynamically with powerfull report tools based on filtering and graphical charts. -
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JDavide (per gli amici JD) è un software gratuito per la gestione dello Studio Legale che aiuta l’avvocato nell’espletamento delle operazioni quotidiane. Funzionalità: pratiche, agenda, formulario, atti, parcellazione, rivalutazione, ecc.
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dsBudget is a personal financial management / budgeting application. It runs and stores data locally so you don't have to login or trust someone to look over your data. It runs on all major platforms, and supports all international currencies and lo
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Money Manager Ex Web App is an integration of Money Manager Ex that lets user insert new transaction directly in a web-interface optimized for mobile device
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EasyHotspot is a web bassed billing hotspot written in PHP and MySQL. Easyhotspot is a complete billing system and ready to use. EasyHotspot comes with linux distro and other software deppendencies (Apache,MySQL,Chillispot,Freeradius).
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A quantitative finance C++ library for modeling, pricing, trading, and risk management in real-life. A cross-platform free/open-source tool for derivatives and financial engineering.
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OpenUnderwriter (Insurance Distribution)
Feature rich insurance quote & buy system for underwriters and brokers
OpenUnderwriter is an open source software house specialising in the development of IT solutions for the insurance market. Specialists in the areas of eBusiness and component based development, the team has developed technology for a number of major insurance companies. The OpenUnderwriter platform has been collaboratively developed by some of the best technical brains in the Insurance Industry and offers a viable alternative to traditional solutions. To date, OpenUnderwriter has been downloaded over 26,000 times in 30 countries. Our goal is simple, we are focused on enabling insurers and brokers to perform more effectively by providing a powerful, adaptable and robust open source insurance software toolset that removes the traditional barriers associated with insurance software adoption, including high cost of ownership, slow time to market and restrictive long term contracts. -
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OpenPPM
Project Portfolio Management
Open PPM is an open source product, used for Project Management and Project Portfolio Management, in accordance with the PMBOK® (Project Management Body of Knowledge) guide, from PMI® (Project Management Institute). -
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Dolibarr timesheet
Timesheet module for dolibarr
Module to enable a Timesheet view for project in Dolibarr Dolibarr on Sourceforge : https://sourceforge.net/projects/dolibarr/ -
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Excel to Tally Import Templates Free
Excel to Tally Import Templates Free 100%
* XLTOOL Excel To Tally Data Import Migration Software. * Directly import bulk data to Tally from Excel. * Unlimited import Excel data into Tally. * Unlimited Multi Ledgers, Stocks, Ref. No, Cost Centers, Vat & More in each Voucher. * Import All Vouchers Types and Master Data into Tally. * Import Forex Mutli Currency Vouchers into Tally. * Import Single Debit / Credit Vouchers Entry. * Import Multiple Ledgers Debit / Credit Vouchers Entry. * Invoice & Accounting Voucher Mode Avaialble. * CUSTOM Multi Voucher Format - Set Vouchers Columns as You need. * Auto Ledgers Debit & Credit Amount Recognized. No Need Specify DR/CR. * Auto import Ledgers Party Details in Vouchers. * Auto Fetch LEDGER Name from Narration for Bank Statemetns. * Auto Remove Data Errors & Formattig Errors Like.. Date, Amount. * Strong data Validations & Errors Reports. * Auto Accounting Random Entry within selected Period.
