Open Source Personal Finance Software
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Personal Finance Software
View 108 business solutionsBrowse free open source Personal Finance software and projects 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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Secure User Management, Made Simple | FronteggFrontegg powers modern businesses with a user management platform that’s fast to deploy and built to scale. Embed SSO, multi-tenancy, and a customer-facing admin portal using robust SDKs and APIs – no complex setup required. Designed for the Product-Led Growth era, it simplifies setup, secures your users, and frees your team to innovate. From startups to enterprises, Frontegg delivers enterprise-grade tools at zero cost to start. Kick off today.
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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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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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Firefly III
Firefly III: a personal finances manager
A free and open-source personal finance manager. Firefly III features a double-entry bookkeeping system. You can quickly enter and organize your transactions in multiple currencies. A special Data Importer helps you import data into your Firefly III administration. Use rules to quickly convert shorthands to detailed transactions or clean up your bank's abysmal CSV files. Name your poison. Do you like to work with tags? Need to budget your expenses? Want to categorize all of your hobby expenses? Look no further. Firefly III supports all kinds. Budgets can be expanded with limits in multiple currencies, so you can budget both your daily household expenses and what you spend in Imperial Credits when visiting Tatooine. Firefly III has advanced reporting capabilities, showing your expenses per week, month or year. But it can also help you audit your accounts with detailed list views. Or perhaps compare budgets or tags? It's all possible. -
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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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MongoDB Atlas runs apps anywhereMongoDB Atlas gives you the freedom to build and run modern applications anywhere—across AWS, Azure, and Google Cloud. With global availability in over 115 regions, Atlas lets you deploy close to your users, meet compliance needs, and scale with confidence across any geography.
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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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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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ezBookkeeping
A lightweight personal finance app hosted by yourself.
ezBookkeeping is a lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features. It's easy to deploy, and you can start it with just one single Docker command. Designed to be resource-efficient and highly scalable, it can run smoothly on devices as small as a Raspberry Pi, or scale up to NAS, MicroServers, and even large cluster environments. 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. Live Demo: https://ezbookkeeping-demo.mayswind.net -
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Cashew
An app created to help users manage a budget and purchases
Cashew is a comprehensive finance and budgeting app built with Flutter using Drift (SQL database) and Firebase, aimed at helping users track expenses, manage budgets, and sync data across devices with a rich, user-friendly interface. -
Enterprise-grade ITSM, for every businessFreshservice is an intuitive, AI-powered platform that helps IT, operations, and business teams deliver exceptional service without the usual complexity. Automate repetitive tasks, resolve issues faster, and provide seamless support across the organization. From managing incidents and assets to driving smarter decisions, Freshservice makes it easy to stay efficient and scale with confidence.
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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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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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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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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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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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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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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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Bilancio immobili / Budget properties
Per il bilancio fino a 5 immobili
File Excel 16.14 per tenere sotto controllo entrate e uscite nella gestione fino a 5 immobili. Si possono realizzare, stampare e archiviare le ricevute di affitto. Sono accettati tutti i suggerimenti e collaborazioni. Ultima versione scaricabile 0.1.0. Un grazie a Bruno Castellazzi per la collaborazione e a tutti coloro che hanno già inviato i loro suggerimenti. -
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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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Spectrum Savings Accounts
Spectrum is a program that helps you manage your personal finances.
Spectrum is a program that helps you manage your savings by letting you create virtual savings accounts. Spectrum also allows you to set up standing orders, change it's appearance, import/export accounts and many other things. Keep in mind that Spectrum is not a banking app. It is simply a way for you to keep track of your savings. Your account data is saved locally in a JSON file, so don't use Spectrum for any sensitive information. At the moment it is available in these languages: English, German, French, Spanish and Japanese. Please keep in mind that I'm an independent developer. I can't afford a code signing certificate. I'm also not a trusted developer in the eyes of Microsoft. So please be aware that Windows Defender will warn you when downloading or running Spectrum for the first time. Unfortunately, there's nothing I can do about that, but I can promise you that Spectrum is just a simple Electron app. You can visit the GitHub repo to have a closer look at the code if you want. -
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Factil
Facturación Fácil. Facturas y presupuestos sin complicaciones.
Genera tus facturas y presupuestos de la forma más sencilla. No te compliques con multitud de opciones que nunca vas a utilizar. Si no quieres una aplicación con multitud de funciones que simplemente te enredan, o no manejas o no dispones de un editor de textos para generar una factura con los datos bien alineados o una hoja de cálculo para crear una plantilla, y quieres tener todos tus documentos de gestión perfectamente ordenados en un solo lugar en lugar de tener que guardar un montón de ficheros, esta es tu aplicación. Instala la aplicación y ponte a generar facturas y presupuestos al instante. La aplicación de facturación más sencilla del mundo. Simplemente introduce los datos de tu empresa y ya estás listo para comenzar a generar tus documentos. · Fichero de clientes · Fichero de presupuestos · Fichero de facturas · Duplica documentos y genera la factura desde el presupuesto · Personaliza el tipo de impuesto, IRPF y el símbolo de moneda. -
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Just Another Checkbook Register is a PHP/MySQL based checkbook register Web App designed for a home server.
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Moneyble Personal Finance
Free Personal Finance Excel-inspired app
Optimized for performance and ease of use. The app is designed for those who are using Excel today to track personal finances. All screens are spreadsheet-based to allow quick data entry and editing. You can customize what columns you want to see and how to name them. You can adjust Moneyble transaction spreadsheet to look like your existing Excel file. If you are just beginning to track your finances - Moneyble gives you a simple template for income/expense tracking, budgeting (weekly and monthly), cash forecasting and growth of savings. You can use these spreadsheets as is. Or you can completely customize them based on your goals. Moneyble is free. Yes, it is absolutely free. No adware, no trial versions, just fully functional application. Donations are greatly appreciated. -
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CSV2QIF
Converts CSV formatted file to QIF for a few Dutch banks
This parser converts CSV formatted file to QIF for the following Dutch banks - ING - ING Beleggen (Investment) - Rabobank - Rabobank Beleggen (Investment) - American Express - Robeco Parser is only tested with GnuCash. Parser is tested with limited data - especially the investment parser The parser allows for some personalization in top part: 1. Look for certain strings in "Memo" and if found, change payee and/or category to specific account. Example: any hit for Shell, Esso, Texaco,... payee is changed to "gasstation" and category to "expenses:gas" 2. Allows transfers between accounts in GnuCash 3. Any specific appearance of account number is converted to one specific GnuCash account Example: nl96ingb0007654321 and 7654321 are both converted to "Asset:Bank:ING7654321" 4. Prevents double booking by specifying a priority in accounts. 5. Converts various security names into one uniform security name (see for more details end of csv2pl file) -
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Cash Flow
Personal finance app to keep track of cash, income, expense and budget
Cash Flow is a simple personal finance app that keeps track of your monthly income and expense by categories. You can add reminders of upcoming credit card payments. View your account balances at a glance to quickly make sure you have enough money in each account. Start with as little as one month of transactions from a bank. Cash Flow supports checking, savings, credit cards, and cash expense accounts. Cash Flow stores data in text files. The fields in a transaction are colorized by a built-in text editor. Take advantage of the Auto-fill feature to type in previously encountered names quickly. Visit our Wiki pages for additional descriptions! License: Apache 2.0 Current version: 0.78 -
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Personal Financier
Personal budgeting software with projections based on past trends.
Personal Financier is a tool to track expenses by category and then project the impact to the overall budget. Underspending in a given month increases the budget available to use in future months, and overspending reduces it. In this way, the budget adjusts over time to reflect actual spending. The easiest way to try it out is to use the demo account (password demo) that gets automatically setup on install. Enjoy! (See Wiki for more detailed information)
Open Source Personal Finance Software Guide
Open source personal finance software is a type of financial management software that is distributed with a free, open-source license. This means the source code for the program and all its associated services are freely available to modify and use as desired. It can be used to perform basic money management tasks such as creating budgets, tracking spending, managing investments, analyzing financial trends, and more.
The main benefit of using open-source personal finance software is cost savings as it does not require any upfront fees or licensing fees. Additionally, since most packages are released under an open source license which allows users to make modifications and changes to the source code as they see fit. This can be a great advantage if customizing your budgeting system or adding unique features is important to you. Plus, it offers the flexibility of being able to download updates yourself instead of waiting for a company’s official update release cycle; this also includes bug fixes and new features. Another major benefit of open-source personal finance software is security; since many companies opt not to utilize secure coding practices when writing proprietary applications sourcing trusted developers may be difficult whereas an open source community will have numerous users examining every line of code before releasing it into the public domain reducing potential attack surfaces. Finally, there are countless choices for users looking for specific features in their programs without having to settle on one vendor solution – variety encourages competition further encouraging quality from vendors who remain competitive in their market share through consumer satisfaction rather than marketing tactics alone.
In general, open-source personal finance software has become increasingly popular over recent years due its affordability compared with commercial options plus its relatively high level of customization capabilities; although this type of solution may require some technical savvy when installing or upgrading it still remains an attractive choice among many consumers needing an affordable way to keep track their finances effectively and securely.
Open Source Personal Finance Software Features
- User-Friendly Interface: Open source personal finance software usually has a user-friendly interface. This makes it easy to navigate and use the program’s features.
- Budgeting: These programs often provide users with budgeting tools to help them manage their finances. They can create budgets, track expenses, and set financial goals.
- Investing: Some open source personal finance software also come with investment tracking capabilities that allow users to monitor their investments and make adjustments as needed.
- Bill Pay: These programs typically offer bill pay options so that users can manage bills, payments, and other debts in one place without having to visit multiple websites or apps.
- Tax Preparation: Many of these software include tax preparation tools that allow users to file their taxes quickly and easily without having to hire an accountant.
- Alerts & Reminders: Many open source personal finance software solutions offer alerts and reminders for upcoming bills or payments due dates so that users don't miss any important deadlines.
- Reports & Charts: Programs like this often provide reports and charts, which give users an overall view of their financial health as well as highlight areas where they could save money or improve efficiency when managing finances.
Types of Open Source Personal Finance Software
- Personal Budgeting Software: This type of open source personal finance software is designed to help people manage their finances by tracking income, expenses, and budgets. It can also generate reports to provide insight into spending habits.
- Investment Management Software: This type of open source personal finance software is designed to track investments and calculate returns on investments (ROI). It can also provide advice on how to make more profitable investment decisions.
- Tax Preparation Software: This type of open source personal finance software is designed to assist with filing taxes electronically or via paper. It usually contains a comprehensive library of federal and state tax forms that are updated each year.
- Credit Card Management Software: This type of open source personal finance software helps users track credit card activity and manage debt repayment schedules. It can also alert users when payments are due or late fees may be incurred.
- Bill Payment Software: This type of open source personal finance software enables users to pay bills online or set up automatic payments for recurring bills such as utilities or rent.
- Savings & Retirement Planning Software: This type of open source personal finance software assists users in saving for retirement by modeling different saving scenarios and providing insights on the best strategies for retirement planning.
Advantages of Open Source Personal Finance Software
- Cost Effective: Open source personal finance software is often free or available at low cost, making it an ideal choice for individuals or families looking to keep track of their finances without breaking the bank. The open source license also allows users to make modifications or add-ons as needed.
- Easy Accessibility: Personal finance software is typically available online, allowing users to access their accounts anywhere, anytime. For those on the go, mobile apps are usually available that are compatible with most devices and operating systems.
- Comprehensive Features: Open source software offers a wide range of features designed to help manage finances more effectively, such as budgeting tools, investment tracking capabilities, bill payment reminders and more.
- Data Security: Open source finance software usually provides multiple safeguards to ensure data security including encryption techniques and user authentication protocols. This helps protect users against data breaches and unauthorized access from outside sources.
- Customizability: Open source personal finance software allows users to customize its components according to their individual requirements and preferences. This includes anything from adding layers of security or creating custom reports for better insights into how money is being used/saved/invested in real-time.
What Types of Users Use Open Source Personal Finance Software?
- DIYers: Those who enjoy taking a hands-on approach to personal finance, and prefer to take control of their own finances by using open source software.
- Budgeters: People who appreciate the transparency and flexibility that open source software brings to budgeting. They use this type of software to plan ahead and make sure they are staying within their desired spending limits.
- Investors: Open source personal finance software can offer extensive tracking features that enable users to stay on top of their investments, as well as generate reports related to portfolio performance.
- Gamers: A growing user base of people looking for an interactive experience when it comes to learning about finances are turning towards open source personal finance games where they can learn in a fun way.
- Experienced Traders: Those with more complex portfolios often seek out specific functionality which is often available in higher end proprietary applications but may also be found with some open source offerings.
- Online Shopping Enthusiasts: Software that integrates advanced fraud protection tools can help protect those who shop online from malicious entities or identity theft. Additionally, many programs offer shoppers an easy overview of all purchases made across different stores and websites, simplifying management over consumer spending habits.
- Business Owners: The majority of small businesses don’t have access to enterprise level accounting packages – so having access to financial data insights via open source options proves very useful here. This enables owners to keep a sharp eye on expenses regardless of size or complexity of business operations.
How Much Does Open Source Personal Finance Software Cost?
Open source personal finance software typically does not cost anything to download or use. It is available for free from various websites and repositories. However, it is important to note that some of this software may have additional costs associated with its use such as printing checks, setting up a credit card payment system, hosting the software online, or setting up a customer service website. It is also possible that some of the open source personal finance software may include paid subscriptions or fees for certain features and services. Therefore, if you plan on utilizing any of these hidden costs be sure to factor them into your budget before downloading/installing the software. Additionally, users are encouraged to donate so developers can continue to improve their product and offer more robust features in the future.
What Software Can Integrate With Open Source Personal Finance Software?
Open source personal finance software can integrate with a variety of types of software, including accounting software, budgeting tools, tax preparation programs, expense tracking apps, bill payment applications, and investment management software. Accounting software helps keep track of financial transactions such as purchases or sales, budgeting tools help to create a plan for how to spend money and save it, tax preparation programs help to calculate and file taxes accurately and on time; expense tracking apps allow users to record their spending in order to stay within their budget; bill payment applications enable automatic payments from user accounts; and investment management software provides users with a detailed analysis of their investments. All these types of software can be integrated with open source personal finance solutions in order to provide access to more advanced features or link multiple accounts together.
Trends Related to Open Source Personal Finance Software
- Open source personal finance software has gained popularity in recent years due to its features, affordability, and increased security.
- It enables users to manage their financial accounts, track spending, and budget more efficiently with the aid of customizable reports.
- It is much more affordable than commercial software, as it is typically provided for free or at an extremely low cost.
- Open source personal finance software allows users to customize their own reports and add new features or tools to the program.
- It provides a secure environment for users, as the code is open-source and constantly monitored for security vulnerabilities and bugs.
- It is regularly updated with new features and functions, which helps keep it up-to-date with the latest technology.
- Many open source personal finance programs are available in multiple languages, making it easier for users all over the world to use the software.
- Open source personal finance software can be used on any device, including mobile devices, making it a great option for those who need to access their finances while on-the-go.
How To Get Started With Open Source Personal Finance Software
Getting started with open source personal finance software is surprisingly easy First, you will want to do a bit of research and find the best option for your needs. Popular choices include GnuCash, Moneydance, Grisbi, and HomeBank.
Once you have decided which software to use, it’s time to install it on your computer. Assuming you are using Windows, go to the website of the financial software provider and download the latest version of their program onto your device. After installation is complete and you have restarted your computer if prompted to do so, launch your new open source personal finance software
To start using your open source personal finance software right away, begin by setting up an account where you can manage all of your finances in one place - like checking accounts, credit cards and investments - or any other type of financial product that may be listed in the program’s “Accounts” tab. You can create as many accounts as needed here.
Next, you will want to enter all of your current assets (savings accounts, money market funds etc.) into the “Assets” tab so that the software can accurately track how much money you have available for budgeting purposes. Once these assets are entered into the program they will automatically be linked to any spending categories (restaurants/eating out) that appear in their respective Accounts pages.
Finally begins what is arguably one of the most enjoyable parts about managing a successful budget – entering transactions With each transaction made from an Account page, simply enter details such as date and amount spent into its corresponding entry field. This will help ensure that at-a-glance spending reports are generated correctly for ease when creating monthly budgets or tracking net worth overtime periods.
And there you have it – a quick guide to getting started with open source personal finance software This type of application is incredibly useful when it comes to staying organized while taking control over day-to-day individual finances but also provides invaluable insight into long-term goals set forth by its users through detailed reporting features enabled within each piece of free financial management technology available today.
