Personal Finance Tracker
Personal Finance Tracker
Local-first • IndexedDB storage • Accounts, budgets, recurrence, reports, and exports
Settings
Backup JSON
Restore JSON
Add Transaction
Load sample
Clear all
Editing existing transaction
Cancel edit
Date
Type
Amount
Currency
Source Account
Destination Account
Payment Method
Category
Subcategory
Merchant / Source
Status
Recurrence
Series End Date
Tags (comma separated)
Exchange Rate
Notes
Advanced options
Auto-generate recurrence instances
Recurring transactions are stored as templates. Monthly, weekly, biweekly, quarterly, and yearly rules are supported.
Attachment support is intentionally local-first and omitted from persistent storage. Add notes instead.
Save transaction
Reset form
Quick Actions
Manage accounts and budgets
Accounts
Budgets
Recurring
Dashboard
CSV
Excel
PDF
Month
From
To
Type
Account
Status
Category
Currency
Method
Min Amount
Max Amount
Search
Transactions
Summary
Budgets
Accounts
Reports
Select visible
Clear selection
Delete selected
Sort
Date
Type
Category
Subcategory
Account
Method / To
Counterparty
Status
Amount
Currency
Tags
Notes
Actions
Top Categories by Expense
Top Counterparties
Recurring Obligations
Month-over-Month Snapshot
Settings
Close
Base Currency
Default Export Scope
Visible rows
All rows
Treat credit card payments as transfers by default
Remember filters between sessions
Save settings
Manage Accounts
Close
Name
Type
Opening Balance
Currency
Credit Limit
Active
Accent Color
Save account
Reset
Manage Budgets
Close
Month
Category
Subcategory
Amount
Currency
Account (optional)
Save budget
Reset
Recurring Templates
Close
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