Financer
Financier is a self-hosted personal financial management application that supports multi-family collaboration and multi-account records. Provides functions such as transaction entry and classification, label management, visual dashboards, statistical analysis, CSV import/export, reconciliation and search to help you securely understand income and expenditure and asset changes locally.
Open the application and follow the configuration wizard to set the account password. After entering the application, create Categories and Counterparties, and then in households, click Account to create account, and then you can create Transactions for records. - Multi-family and multi-member collaboration: Support the creation of multiple family ledgers, clear division of labor among members, and flexible management of rights - Transaction management: unified entry of income/expenditure/transfer, supporting batch editing, quick search and quick reconciliation - Classification and labeling: Custom classification system and flexible labeling, fine-grained organization and screening of data - Correspondent management: Record common collection and payment counterparties, supporting templates and cyclical transactions - Dashboards and analysis: Multi-dimensional charts and reports showing revenue and expenditure trends, category proportions, and monthly comparisons - Data import and export: Support CSV file import and structured data export for easy migration and backup - Security and login: Support session key configuration and unified authentication access (can be connected to OIDC) - Management and settings: Provide user preferences, system parameters, family ledger and member management
