Overview
An account-owned, record-only finance manager for individuals, households, and organizations. It records virtual financial activity and never moves real funds.
Current Features
- Multiple Personal, Family, and Group workspaces owned by one account
- Type-aware collaboration with role and searchable record scopes
- Managed categories and tags, accessible split transactions, transfers, recurring suggestions, and reconciliation
- Budgets, goals, debt payoff, investments, forecasts, reports, and private attachments
- Separate contribution and loan circles that never alter personal net worth
- CSV, OFX, and QIF preview imports plus CSV, JSON, and A4 report exports
- Viewer-localized display currency backed by the account setting
Roadmap
No roadmap items yet.
Access and permissions
This standalone plugin declares exactly where it can act. Review this list before installing.
Pages
- /dash/manage/finance-manager
Functions and data
- Manage account-owned record-only finance workspaces
- Invite scoped collaborators to Family and Group workspaces
- Read explicitly linked authorized core finance sources
- Export or soft-delete plugin-owned records
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