App Introduction

Asset Management for Windows & Mac


Download on the App Store

All-in-One Asset Management

Consolidate multiple accounts to view your total net worth instantly.

 

CSV Import Feature

Easily import statement files (CSV format) from banks, credit cards, and brokerage firms via simple drag-and-drop.
Tired of complex field settings?
Use the Column Assignment function to set them once, and CsvMoney will automatically recognize them every time thereafter.

 

Consolidate Multiple Assets & Visualize Your Cash Flow

Integrate various accounts to check your total asset amount and the transition of your net worth at a glance.
Analyze your monthly income/expense and spending trends from multiple perspectives using graphs, and tables views.

 

Secure Design with No Cloud Dependency

Your asset data is never transmitted to external cloud servers.
Since the entire process is completed within your PC’s local environment, you can use the app with confidence, minimizing the risk of information leakage.

 

Download it now for free


Download on the App Store

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