Perfinova: Personal Finance for Mac
AI-powered personal finance where the data stays on your Mac
7 followers
AI-powered personal finance where the data stays on your Mac
7 followers
Perfinova is a privacy-first personal finance app for Mac. Track net worth, budgets, investments, retirement, and college savings while keeping your financial data entirely on your device. No bank logins. No subscriptions.
mailX by mailwarm
How do you handle importing transactions, like CSV from banks?
@manal_essalek1 Absolutely. Perfinova currently supports importing transaction CSVs from banks and credit cards. It guides you through mapping columns such as date, description, and amount, previews everything before import, automatically categorizes recognized merchants, and helps prevent duplicate transactions. Your financial data remains stored locally on your Mac.
With Perfinova 2.0 (Coming soon), imports become much more powerful. We are expanding support for different bank CSV formats, improving automatic column detection and merchant categorization, adding spreadsheet-based account imports, and making it easier to review and correct transactions after importing.
Our goal is to make importing a bank statement feel straightforward, while keeping users fully in control of their data.