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Finance Register
Personal finance management, built for your Mac
13 followers
Personal finance management, built for your Mac
13 followers
Finance Register is a local-first Mac app for accounts, transactions, scheduled bills and income, budgets, reports, and planning.
A csv import/export toggle would be really helpful for moving data in and out, especially when switching from another tool or sharing with an accountant.
@ssaglamoz92701 Finance Register Imports CSV, OFX, QFX, QBO, and QIF files. Export transactions to CSV for all transactions, this month, last month, this year, or a custom date range.
One thing that would make this even better for me is a way to import CSVs from my bank statements directly, since right now I imagine manually entering transactions would get tedious fast. Even a simple column mapping setup would save a ton of time and make the app way more practical day to day.
@zmra1155063 Thanks! It actually does support that already. 😊 Finance Register can import CSV, OFX, QFX, QBO, and QIF files. The CSV importer includes a column mapping feature, so you can match the columns from your bank’s export to the fields in Finance Register. Once you’ve mapped a format, you can save it and reuse it for future imports, so you don’t have to set it up again.
The local-first approach is such a smart call here, especially for something handling financial data where people rightfully worry about cloud storage. Really hope more personal finance tools follow this path.
Love that everything stays local, no account or sync nonsense. The scheduled bills view is genuinely useful for keeping tabs on what's coming up.
Love that it stays local-first on Mac, that's a real commitment to user privacy and speed rather than just a buzzword. Reports and scheduled bills in one app without a subscription model is refreshing.