...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.