Cashfolio icon
  • LIKE

Share


Cashfolio

Free with limited functionality by Cognizen | Link to website

Cashfolio is a simple financial analysis tool. It imports transactions from your bank, automatically categorizes them, and allows you to see where your money is being spent. All in 2 clicks. Its very intuitive and easy to use. I can tell the company placed its focus on simplicity and really just provided the functions I care about without all the complicated fluff. Here are a few really nice features that I like: (1)-Drag and drop OFX (Microsoft Money) files into the program. (2) It automatically knows... More info »

  1.  
  2. Thumbnail for Screenshot: Transactions menu - Transactions can be created and manipulated manually. They can also be split in case you purchased different categories of items from the same vendor.
  3. Thumbnail for Screenshot: Spending vs Income report - Gain valuable insight with reports like this one.
  4. Thumbnail for Screenshot: Reports and categories - Configure custom categories and keywords. Cashfolio will automatically categorize and generate reports based on your needs.

Platforms

Tags

analysis, finance, budget, finances, financial

Links

Website
Visit Application Website Link to website for download or more info



It's awesome that you want to help us remove incorrect alternatives. Feel free to report more applications below. But keep in mind that the only reason for an alternative not to be valid is if it doesn't share common functionality with Cashfolio. It might not be a good choice according to you but it’s still an alternative. Read more about our thoughts about alternatives here.

If you register you don't have to enter a captcha.

We want more Cashfolio alternatives. We encourage you to ask your friends on Twitter or Facebook if they know any or if you know have any suggestions we would be happy if you add them.