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 (CSV, 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 proprietary database format. This means that your financial data is always stored locally (or on your own cloud that supports local file access) and your financial data is always accessible as the data is stored in human readable text files.

Features

  • Microsoft Money simplistic alternative
  • Windows: installer for simple usage, requires Java JRE 8, user data stored in AppData
  • Linux/MacOS installation: JAR file and icon, see "Files" tab for installation guidance
  • Account types: bank (transactions), investment (stocks) and loans (principal payments)
  • Summary of net worth given all accounts
  • Importing of downloaded transaction files (CSV, OFX, QFX and QIF)
  • Custom import rules to go from the bank transaction (verbose Payee, verbose Memo) to internal transaction (simple Payee, Category, and Memo)
  • Stock price updates if you get a key for the Yahoo Finance (YH Finance) API from RapidAPI.com
  • Unlimited Payee, Category and Investment entries (driven by your use, i.e., use in a transaction and the program will autocomplete that name in future transactions))
  • Autocomplete for Payee, Category and Investment
  • Split transaction capability
  • Comprehensive reporting capabilities
  • All data stored locally in human readable CSV text files
  • Automatic backup to local zip files
  • User specified icons for accounts (i.e., bank logo)
  • Send support questions and suggestions via email to fivestarmoon@live.ca

Project Samples

Account Summary View Bank/Asset/Credit Card Transaction View Bills View Budget View Investment Holdings View Import Data View (with reconcile dialog shown)

Project Activity

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Categories

Personal Finance

License

Public Domain

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MoneyCSV Web Site

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Additional Project Details

Operating Systems

Linux, Mac, Windows

Languages

English

Intended Audience

End Users/Desktop

User Interface

Java Swing

Programming Language

Java

Related Categories

Java Personal Finance Software

Registered

2025-12-09
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