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...Forget juggling spreadsheets or compromising privacy with online apps. Choose Wealthfolio's simple, secure approach to manage your finances. Gather all your investment and savings accounts in one place. See everything at a glance, from stocks to savings! Import your statements from your broker or bank. Track your accounts' holdings and performance over time. See how a particular account is performing, and how it's changing over time.

...You can analyze historical data using built-in charts or perform custom queries with your own chart dimensions to better understand spending patterns and financial trends. ezBookkeeping is easy to deploy, and you can start it with just one single Docker command. Designed to be resource-efficient, it runs smoothly on devices such as Raspberry Pi, NAS, and MicroServers. ezBookkeeping offers tailored interfaces for both mobile and desktop devices. With support for PWA (Progressive Web Apps), you can even add it to your mobile home screen and use it like a native app. ...

...The system connects to financial institutions using services like Plaid or allows users to import transaction data manually via CSV files, giving flexibility depending on user preferences and region. One of its defining characteristics is its spreadsheet-first approach, where all financial data is exported into tools like Google Sheets or local CSV files for full customization and control. Users can build their own formulas, dashboards, and financial models on top of the raw data, making it highly adaptable to different financial strategies.