Firefly III is a self-hosted personal finance manager that uses double-entry bookkeeping to record income, expenses, transfers, and changes in account balances.
It offers a structured approach to money management. Transactions are recorded against accounts and can be organised using categories, budgets, and tags. This makes it possible to distinguish everyday expenditure from savings, liabilities, transfers, and other financial activity.
Firefly III also includes tools for managing regular bills, setting financial targets, and examining spending through detailed reports. Rules can automate routine transaction processing, while a separate data importer provides a way to bring bank statements and other financial records into the application.
This is free and open source software.
Key Features
- Uses double-entry bookkeeping to maintain consistent financial records.
- Supports asset, expense, revenue, liability, and other account types.
- Record withdrawals, deposits, and transfers between financial accounts.
- Organise transactions using categories and multiple tags.
- Create monthly budgets and monitor expenditure against allocated amounts.
- Use piggy banks to set savings goals and monitor progress towards them.
- Manage recurring transactions, including regular income and expenditure.
- Track bills with expected amounts, payment schedules, and associated transactions.
- Define transaction rules that match financial records using configurable conditions.
- Apply rules to modify descriptions, categories, tags, budgets, and other transaction information.
- Split transactions to record purchases covering several categories or purposes.
- Supports multiple currencies and transfers involving different currencies.
- Generate reports covering income, expenditure, budgets, balances, and financial trends.
- Use charts to examine spending by category, account, and reporting period.
- Import transactions from bank statements and external services using the separate Firefly III Data Importer.
- Attach files and supporting documents to financial transactions.
- Search and filter transactions using dates, amounts, accounts, and other criteria.
- Provides a REST API for accessing and managing financial information.
- Supports two-factor authentication for account security.
Website: github.com/firefly-iii/firefly-iii
Support:
Developer: James Cole
License: GNU Affero General Public License v3.0
Firefly III is written in PHP. Learn PHP with our recommended free books and free tutorials.
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Read our verdict in the software roundup.
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