Overview
An account-owned personal cash-finance manager that remains available across family switches. Money actions create records only and never move real funds.
Current Features
- Account-owned finance workspaces with role and record-scoped collaboration
- Accounts, split transactions, balanced transfers, recurring review, 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 personal finance records
- Invite scoped collaborators
- Read explicitly linked authorized core finance sources
- Export or soft-delete plugin-owned records
Forum FAQs
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