FinanceFlow

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FinanceFlow
Snapshot Trends Budgets Income & Spending People Users Settings

Financial snapshot

Where the money comes from, where it goes, and what is saved.

Individuals
View
Period
Detail

Money flow

Where the money goes

Expenditure and savings by category

How income is allocated

Per individual, share of income

Summary table

Trends

Individuals
Range
Amounts

Income, spending & saving

Hover for the figures in any month

Savings rate

Share of income saved each month

Spending by category

Largest categories each month

Month-by-month table

Budgets

Set monthly limits for spending and goals for saving, and see how each individual is tracking.

Income & Spending

Add every source of income, expenditure and saving for each individual.

Individuals

Add the people whose finances you want to track.

Users & access

Create accounts, assign roles and choose which individuals each person can see.

Admin Everything, including users, categories, custom fields, settings and backups.
Editor Add and change income, spending and savings for the individuals they can access. With access to all individuals they can also add and remove individuals.
Viewer Read-only access to the individuals they can access.

Security log

Most recent sign-ins and account changes (last 200)

Settings

Customise categories, extra data fields, currency and backups.

General

Categories

Group entries for the diagrams. Rename, recolour, add or remove.

Custom data fields

Extra details captured on each entry, e.g. employer, account, renewal date.

Data & backup

Export backup (JSON)