Finance OS

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Personal and business money, tracked in one dashboard

Finance OS is a browser-based personal and business finance manager. After signing up you complete a five-step optional setup for your profile, bank or mobile-money accounts, a business, a debt and a savings goal, then land on a dashboard of net worth, cash, debt, income, expenses and cash flow. A sidebar links to Transactions, Accounts, Budget, Debts, Goals, Businesses, Reports, Financial Coach, Calendar and Settings, where you record activity, filter it, view charts and manage categories.

Highlights

Unified money view

Personal and business together

Guided onboarding

Five optional setup steps

Analytics reports

Charts and health scores

Financial coach

Advice from your own data

How to Use

Create an account
Open the site and use Create one to register with your first name, last name, email and password, choosing a country and currency. After submitting you are signed in and the five-step setup begins; each step can be skipped or filled, and nothing is saved until you press the step button.
Record activity
Use the Add Transaction button or the Transactions page to enter income, expenses, transfers, debt payments and other movements. The modal asks for amount, date, account, category and an optional business, description, notes and tags; after saving, the entry appears in the table with edit, duplicate and delete controls, and the dashboard totals and health score update.
Review and plan
Open Reports for cash-flow and net-worth charts plus category, budget, profitability and debt panels. The Financial Coach shows a suggested next action and the same health indicator rebuilt from recorded data. Settings lets you adjust profile, currency, language, dark mode, password and the income and expense categories used across the app.