Personal Finance is a private desktop app that keeps your whole financial picture on your own computer. Let us know you’d like to try it, and we’ll be in touch.
Just add your name and email and send it. If you like, mention which computer you’ll use (Mac, Windows, or Linux).
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Monday - Friday
9:00 AM - 6:00 PM PST
Serving clients worldwide
Remote consultations available
On your own computer, in a local database. Personal Finance has no cloud account and no sync service, so your balances, transactions, and holdings are never sent to us.
No. Connections are optional. You can enter every account by hand, or connect institutions through Plaid to retrieve balances, holdings, and transaction history automatically. Connections are read-only and cannot move money.
Your own Plaid API keys (and, optionally, RentCast keys for estimated home values). A first-run guide walks you through getting them. Because they’re your keys, data flows from those services directly to your computer, and their pricing applies to your own account with them.
When you create your profile you receive a 24-word recovery phrase. It’s the only way to reset your password, because the keys protecting your connections are never stored anywhere we could reach. Keep it somewhere safe.
Yes. You can export everything as an AES-256-encrypted backup protected by a password you choose, and import it on another computer. You can also delete a profile and all of its data at any time.
No. It shows you facts and patterns, and runs what-if projections on assumptions you supply. It never recommends buying, selling, or rebalancing, and it isn’t a substitute for a licensed professional.
See everything you own and owe, without handing it to anyone else.
About Personal Finance