Holfolio

Holfolio

Holfolio is an open-source personal finance manager and budgeting software. It allows users to track income, expenses, investments, and budgets. Key features include custom categories, charts and graphs, scheduled transactions, and financial reports.
personal-finance budgeting expense-tracking open-source

Holfolio: Open-Source Personal Finance Manager

Holfolio is an open-source personal finance manager and budgeting software. It allows users to track income, expenses, investments, and budgets. Key features include custom categories, charts and graphs, scheduled transactions, and financial reports.

What is Holfolio?

Holfolio is an open-source personal finance and budgeting application. It is designed to help users track their spending, create budgets, analyze finances, and plan for the future.

Key features of Holfolio include:

  • Income, expense, and investment tracking - Users can add transactions across multiple accounts to see the full financial picture.
  • Customizable categories and payees - Transactions can be organized with user-defined categories and payees for reporting.
  • Graphs and charts - Visualizations provide insights into spending patterns and net worth over time.
  • Budgeting - Set budgets across categories and time periods to forecast and manage cash flows.
  • Scheduled transactions - Automate recurring transactions rather than manually adding them.
  • Financial reports - Generate detailed reports and export data to analyze finances.
  • Open source - Holfolio is community-driven and transparent open-source software.
  • Secure and private - User data is stored locally for privacy.
  • Available across devices - Use Holfolio via native apps on mobile and desktop operating systems.

Overall, Holfolio aims to provide an easy-to-use personal finance solution for tracking, planning, and analyzing personal finances across devices.

Holfolio Features

Features

  1. Custom categories for income and expenses
  2. Scheduled and recurring transactions
  3. Investment tracking
  4. Budgeting tools
  5. Charts and graphs
  6. Financial reports

Pricing

  • Open Source
  • Free

Pros

Free and open source

User-friendly interface

Powerful budgeting and reporting features

Cross-platform - works on Windows, Mac, Linux

Cons

Limited mobile app availability

Steep learning curve

Not many customization options

Lacks some advanced features like debt management


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