Open Source Windows Personal Finance Software
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Personal Finance Software for Windows
View 20 business solutionsBrowse free open source Personal Finance software and projects for Windows below. Use the toggles on the left to filter open source Personal Finance software by OS, license, language, programming language, and project status.
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GnuCash
Personal and small-business finance manager
GnuCash is a personal and small-business finance manager with a check-book like register GUI to enter and track bank accounts, stocks, income and expenses. GnuCash is designed to be simple and easy to use but still based on formal accounting principles. -
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Firefly III
Firefly III: a personal finances manager
Firefly III is a personal finance manager and double-entry accounting tool built to help individuals and small organizations track budgets, investments, debts, and expenses. 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. -
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Dexter
An autonomous agent for deep financial research
Dexter is an autonomous agent tailored for deep financial research: you pose complex financial questions (for example, about a company’s revenue growth or financial ratios) and Dexter breaks them down into structured research tasks, fetches relevant real-time data (e.g. income statements, cash flows), performs analysis, and returns data-backed answers. It uses a multi-agent architecture with components such as a planning agent (to decompose queries), an action agent (to run tasks & fetch data), and self-validation mechanisms: after getting results, Dexter checks its own outputs and refines them until it is confident about its answer. This means it's more than a simple script — it’s a research assistant that loops through analysis steps until convergence. -
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Money Manager Ex
Is an easy to use, money management application.
Money Manager Ex (mmex) is an easy to use, money management application. It is a personal finance manager. It can be used to track your net worth, income vs expenses etc. It runs on Windows, Linux and Mac OSX. -
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Actual Budget
Fast, privacy-focused personal finance app
Actual Budget is a fast, privacy-focused personal finance app built around the proven envelope budgeting methodology. It keeps you in control of your money with tools designed to help you make thoughtful financial decisions rather than relying on automated guesswork. The app is fully local-first, meaning it works offline and syncs quietly across your devices without ever compromising ownership of your data. Optional end-to-end encryption ensures your financial information stays private, even when using self-hosted sync. With intuitive budgeting tools, streamlined transaction management, and powerful custom reporting, Actual Budget makes it easier to understand your spending and savings. It brings all your accounts, budgets, and insights together in one beautifully designed and lightning-fast interface. -
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Yahoo! Finance market data downloader
Yahoo! Finance market data downloader
Ever since Yahoo! finance decommissioned their historical data API, many programs that relied on it to stop working. yfinance aims to solve this problem by offering a reliable, threaded, and Pythonic way to download historical market data from Yahoo! finance. yfinance aimed to offer a temporary fix to the problem by scraping the data from Yahoo! Finance and returning a the data in the same format as pandas_datareader's get_data_yahoo(), thus keeping the code changes in existing software to a minimum. The latest version of yfinance is a complete re-write of the libray, offering a reliable method of downloading historical market data from Yahoo! Finance, up to 1 minute granularity, with a more Pythonic way. The Ticker() module allows you get market and metadata for security, using a Pythonic way. -
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Affordable, Easy 2 Use, Robust Microfinance Software that efficiently manages Micro-Banking & SACCO Operations. With several satisfied customers we continue to offer Limitless Capabilities. Note: This Project moved to www.cobismfisolutions.com CoBIS Features: Manage Clients Personal data Create & Manage Savings Accounts Savings Interest Posting. Minimum Savings Balance. Manage Term Deposits, Shares Create & Manage Loans and Automated Loan Repayments from Client Savings Account Loan Interest Computation Options: Flat, Declining Balance, Declining Balance Equal Principle. Over 100 Standard Reports Complete General Ledger Accounting Trial Balance, Income Statement, Balance Sheet, Journal Transactions, Daily Expenditure Posting Teller User Debit Limit SMS Alerts Manage User Permissions Demo Login Details Username: cobisdemoaccount Password: @demo2024 N.B For an Implementation Quotation for your Financial Institution / Bank, Contact: info@cobismfisolution.com
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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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Yapbam (Yet Another Personal Bank Account Manager) is ... another personnal bank account manager. It's cross-platform (Java), portable, extensible (with plugins), and (I hope) easy to use. More information at http://www.yapbam.net If you think Yapbam is valuable, please vote up below.
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AutoHedge
Build your autonomous hedge fund in minutes
AutoHedge is an AI-driven financial automation system designed to simulate and manage hedging strategies using intelligent agents. The project focuses on applying autonomous decision-making to financial risk management, allowing agents to analyze market conditions and adjust positions dynamically. It is built around the concept of algorithmic hedging, where strategies are executed programmatically rather than manually, enabling faster and more consistent responses to market changes. The system supports integration with financial data sources, allowing it to process real-time or historical data for analysis and strategy execution. It also emphasizes modularity, enabling developers to customize strategies, risk parameters, and decision logic. AutoHedge is particularly useful for experimentation and research in algorithmic trading and financial automation. Overall, it represents an attempt to bring agent-based intelligence into portfolio management and risk mitigation workflows. -
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pmxt
A unified API for trading across prediction markets
PMXT is a powerful, cross-platform terminal emulator and multiplexer designed to enhance productivity for command-line users by seamlessly blending terminal emulation with workspace management. It lets you run multiple shell sessions in panes and tabs, detach and reattach to workspaces, and persist session layouts—making it ideal for developers, sysadmins, and power users who juggle many concurrent tasks. PMXT also includes built-in features like customizable keybindings, layout presets, and scripting hooks so you can tailor your environment to your workflow without relying on external tools. Unlike simpler terminal emulators, it is built with session continuity in mind: you can close a window and later restore your exact layout and running processes without losing context. The project emphasizes performance and responsiveness, ensuring that even large logs, long-running compiles, and interactive workflows feel smooth and stable. -
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Budget
Get a grip on your finances
Budget is an open-source web application designed to help users manage their personal finances by tracking transactions, organizing expenses, and visualizing spending patterns. It is built as a self-hostable platform, giving users full control over their financial data while still offering the convenience of a modern web interface. The application allows users to input transactions manually or import them from CSV files, making it adaptable to different workflows and banking systems. It includes tagging systems for categorizing expenses, enabling detailed analysis of spending habits and financial priorities. Budget also provides reporting tools that generate visual insights such as weekly balances and category breakdowns, helping users understand trends over time. Additional features such as receipt uploads and email summaries enhance usability and provide a more complete financial tracking experience. -
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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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Zoom Investment Portfolio Manager
Record your investments in stocks, shares and funds
DESCRIPTION A simple to use manager for your investments in stocks, shares and funds. Unlike web based portfolios your data is kept confidential, stored on your own computer. -
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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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R-TAS
Rental Tracking and Accounting System
R-TAS is a rental income, invoicing and cost tracking system for landlords and small property management companies. The system was designed to be very intuitive and user friendly. V1.0B5 Now Available! Transfer your data over using the DMTA https://sourceforge.net/projects/fdmta/ R-TAS was created in Filemaker Pro. Three versions are included in this download: 1) The raw FMP12 File which can be run on Filemaker Pro 16 or higher or Filemaker server. (may work on older versions but not tested) 2) Compiled runtime App for Mac 3) Compiled runtime App for Windows The compiled runtime Apps do not require a copy of Filemaker Pro to run. The FMP12 file can run as a stand alone single user system or as a multi-user on Filemaker Server with Web Direct. It should also run in Filemaker go on iPad but we have not tested it yet. For more information, overview videos, and access to the Web version demo visit the R-TAS home at: http://tsi.taroko.org/TSI_Home/RTAS.html -
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With TickVue you can track the stock market in nearly real-time. It queries Yahoo Finance periodically, updates the stock values you are interested in and calculates your portfolio value and daily gain. TickVue can be minimized to the system tray.
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MoneyCSV
Personal finance program based on CSV text files (no closed database)
This personal finance program allows you track all personal accounts including investment accounts. Money CSV provides reoccurring bills, budget tracking, report generation, net worth tracking and custom transaction import rules. The program supports importing of downloaded transaction files (OFX, QFX and QIF). Money CSV supports stock price updates if you get a key for the Yahoo Finance (YH Finance) API from RapidAPI.com. The intro level API key is free, and you get 500 downloads per month of all your stocks, which is plenty of downloads as one typically just updates once a day. The main advantage of this Money CSV is that all account transactions are stored in CSV text files rather than a hidden database format. This means that your financial data is always stored locally (or on your own cloud) and your financial data is always accessible as the data is stored in human readable text files. -
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OpenMoneyBox
Budget management
OpenMoneyBox is an application designed to manage small personal budgets in the easiest way. Check the homepage to download apps/packages for additional Operating Systems. -
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This is a very old site. Make sure to visit the project page at https://kmymoney.org to get latest releases. This site is unmaintained and only kept for historical reasons.
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Simple Accounting
Orders & Invoicing, record receipts, reconcile banking, product labels
Ideal for the Sole Trader or (very!) small business. Features include: Manage Customers Manage Products Create Orders & Invoices Import Banking Data VAT Analysis Record receipts including scanning to database Reconcile expenses to Bank Data Label Designer Create Branded Product Labels Branded Order, Invoice & Label with your own corporate logo etc -
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MoneyView
Personal Finance and Accounting
MoneyView is a personal finance and accounting manager to track bank accounts, income and expenses. No double-entry accounting, MoneyView is designed to be simple and easy to use. It provides a way to migrate accounts and their categories and histories from MS Money. MoneyView can read QIF and OFX files downloaded from the banks, and does automatic categorization based on your own existing operations. Please go to the web site below for download and more information. -
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Actual Budget
Local-first personal finance app for budgeting, tracking accounts,
Actual Budget is a local-first personal finance app designed for people who want a fast, privacy-focused, and fully user-controlled way to manage their money. It provides a modern platform for budgeting, tracking accounts, recording transactions, and understanding day-to-day finances without giving up ownership of your data. Actual is built around a local-first architecture, meaning your budget data lives on your device, while synchronization can be used to keep changes consistent across devices. The project is fully open source and available under the MIT license. Actual combines strong performance with a clean budgeting workflow and is especially well known for its support of envelope budgeting. It is designed for users who want a practical and transparent personal finance tool that remains private, flexible, and self-directed. Optional end-to-end encryption and multi-device sync help users keep control over both access and portability. -
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A fully featured budget and personal finance tool. You don't have to be finance or economics guru to use this online software because it's easy to use and comprehend. Used properly, clearBudget should help you set aside a significant amount of savings!
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