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
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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
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