Apps tagged with 'Ofx Import'

All apps in Apps tagged with 'Ofx Import' category. Use the filters below to narrow down your search. 
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  1. Parendi icon

    Parendi

     2 likes

    Parendi is a personal finance app for the Mac. Export a statement from your bank as camt.053, OFX/QFX, CSV or Excel, drop it in, and every transaction is sorted into a category: first by what you decided before, then by your keywords, then by Apple's Foundation Models on...

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Mac
    • CH flagSwitzerland
    Cash flow: a year or a single month as a diagram, from income through fixed and variable costs to each spending category.
    Overview: savings rate, income, spending and investments per month, compared with the previous year.
    Import preview: every transaction gets a category, and each row shows whether it was remembered, matched by a keyword or guessed.
    +2
    Net worth: freely named positions with monthly values, split into freely available, restricted and no withdrawal.
    3 alternatives
  2. Pyx icon

    Pyx

     1 like

    Pyx is a native Mac app for self-directed investors who want to see their whole portfolio and do their own research without handing the data to a web service. It is free to download and use. There is no account, no cloud, and no telemetry: everything lives in one encrypted...

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Mac
    • US flagUnited States
    Overview: total value, performance, allocation, movers, tags, and upcoming earnings on one screen. Light theme.
    Security research page: 10 years of SEC financials, growth and margins, and valuation for any security
    Full charting workspace: multi-pane, eight chart types, twelve indicators, trades and notes on the timeline.
    +2
    Notes are plain .md files on your disk linked to securities and tags. Readable in any editor
    52 alternatives
  4. CashEnzo icon

    CashEnzo

     1 like

    CashEnzo is a forecasting-first personal finance app that helps people see how upcoming paydays, bills, transfers, card and loan payments, savings goals, and recurring activity may change future balances.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Windows
    • Online
    • Android
    • US flagUnited States
    Forecast Grid
    Forecast Chart
    Budget Goals
    +4
    Net worth
    7 alternatives