PRIVATE. PERSONAL. PERFINOVA.
Your financial journey,
beautifully in view.
A calmer way to understand your money. Bring your accounts, spending, and goals together in one private place.
Free forever. No bank logins. No subscription.
Your financial journey continues.
One place to see today. More confidence for tomorrow.
Monthly cash flow
+$2,480 Income minus spendingMonthly income
$7,250 Income across your accountsMonthly spending
$4,770 Know where your money goesNet cash
$18,420 Cash minus credit card debtCash$24,880
Credit card debt−$6,460
Brokerage
$42,860 A place for your portfolioRetirement
$186,300 Keep the long view in sightEducation
$12,100 A head start for what comes nextHealthcare funds
$15,200 HSA, FSA & other health accounts
Built around your financial life.
Explore the dashboard
Your data stays on your device
No account required
No tracking
Mac & Windows
THE WHOLE PICTURE
A home for every part
of your financial life.
From everyday spending to long-term goals, give every part of your money a place.
Your financial home base.
The updated dashboard brings net worth, monthly income and expenses, upcoming payments, recent activity, and account balances together.
Meet your dashboard
Make room for what matters.
Build monthly budgets, follow your spending, and track progress toward the goals you care about.
Budgets & goalsA little order. A lot of clarity.
Import CSV and Excel files, organize transactions, and let saved category rules handle repeat work.
Bring in your dataLook beyond this month.
Track investments, explore debt payoff scenarios, and see your progress over time with reports.
Explore reports & insightsPRIVATE BY PRINCIPLE
Your finances.
Your business.
Your accounts, transactions, budgets, and goals live on your computer. You choose what to import, and you stay in control.
- No bank credentials requested
- No cloud account required
- No analytics or advertising trackers
Optional online features, such as market price refreshes, use an internet connection.
A SIMPLE START
From files to perspective.
Start with the demo.
Get familiar with Perfinova using sample accounts and transactions.
Bring your money together.
Add your accounts, update balances, and import your transaction exports.
Find your next step.
Review spending, set a budget, and give your goals a clear direction.
MAC & WINDOWS
Financial clarity.
Without a price tag.
No trials. No subscriptions. Just Perfinova, free forever.
Free on the Mac App Store & Microsoft Store