Sales Manager

Web application which allows your company to keep track of their finances. View detailed reporting of how much are you spending and how much are you earning.

Introduction

This app is a (self-hosted) manager for your personal finances. It can help you keep track of your expenses and income, so you can spend less and save more.

Who is it for?

This application is for people who want to track their finances, keep an eye on their money without having to upload their financial records to the cloud.

Possibly, you're always short on money even though in theory, you make enough money to get by.

High-level overview

It can do the following things:

  • You can create and edit transactions, accounts, and give them budgets, categories and tags.

  • You can automate part of this with recurring transactions and auto-budgets.

  • You can keep track of liabilities.

A list of features

  • Create recurring transactions to manage your money

  • Rule based transaction handling with the ability to create your own rules

Also interesting:

  • A double-entry bookkeeping system

  • You can store, edit and remove withdrawals, deposits and transfers. This allows you full financial management

  • You can manage different types of accounts

    • Asset accounts

    • Shared asset accounts (household accounts)

    • Saving accounts

    • Credit cards

    • Liabilities (loans, mortgages)

  • It's possible to create, change and manage money using budgets

  • Organize transactions using categories

  • Save towards a goal using piggy banks

  • Predict and anticipate bills

  • View income and expense reports

  • Organize expenses using tags

And the things you would hope for but not expect:

  • 2 factor authentication for extra security 🔒

  • Supports any currency you want, including crypto currencies such as â‚¿itcoin and Ξthereum

And to organise everything:

  • Clear views that should show you how you're doing

  • Easy navigation through your records

  • Browse back and forth to see previous months or even years

  • Lots of charts because we all love them

dashboard view
charts view

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