PFI 0.5.1

What's new

• Test a backup: Settings > Backups > Test opens a backup in a temporary folder and compares every account balance, the number of transactions, the receipts and a random sample of 25 transactions with your current data. Nothing is restored.
• One-time rating prompt: after two weeks of use and 20 imported transactions, PFI asks once whether you'd like to rate it in the Microsoft Store. "No thanks" means it never asks again.

Install

• Microsoft Store: https://apps.microsoft.com/detail/9MZKW4H9F0J5
• Or download PFI-Setup-0.5.1.exe below (per-user install, no admin rights).

SHA256 of PFI-Setup-0.5.1.exe: cf56ff63df6a5a45432aff33ba16fd7184bf26c976910813721c12682fb3dc50

Personal Finance Intelligence 0.5.0

Smaller, and with the next round of features.

Smaller

PostgreSQL is no longer part of the app: the download is about a third smaller (installer 77 MB instead of 109 MB) and the app takes 155 MB less on disk. Updating from 0.4 removes the old program files automatically. Data that 0.4 moved from 0.3 can be cleaned up in Settings › Old data from PFI 0.3.

New

• Light, dark or same as Windows: a theme switch in every page header
• Bulk edit: change the category, account or tags of many transactions at once, mark them as seen on the bank statement, or delete them
• Reconcile with your bank: tick the transactions on your statement until the difference is zero
• Debt payoff planner: highest interest first, smallest balance first or minimum payments only, with payoff dates and total interest
• Spending calendar: every day of the year as a heatmap, and your year in review

Fixes

• Some pages reloaded completely instead of switching instantly

Install

Download PFI-Setup-0.5.0.exe below (Windows 10/11 x64), or get it free from the Microsoft Store.

Upgrading from 0.3 without ever opening 0.4? Install 0.4.0 once first; 0.5 explains this if needed.

Full changes: #4

Personal Finance Intelligence 0.4.0

The update most of the Reddit feedback asked for.

New

• Choose where backups go (OneDrive, external drive) and protect them with a password (AES-256)
• "Move to another PC": one file to carry everything, and "Restore from a backup" on a new install's first screen
• Import OFX/QFX, QIF and CAMT.053 bank statements, alongside CSV and Excel
• The import shows duplicates before anything is saved; possible duplicates are shown side by side with the differences highlighted, and you decide
• Split transactions across categories
• Tags, with a filter and a "By tag" report
• Attach receipt photos or PDFs to transactions (included in backups)

Under the hood

• Data now lives in one SQLite file instead of a PostgreSQL server: a smaller, faster app
• Your 0.3 data is moved automatically on first start and checked before the switch; the old folder is kept as pgdata-0.3

Install

Download PFI-Setup-0.4.0.exe below (Windows 10/11 x64), or get it free from the Microsoft Store.

Full changes: #3

Personal Finance Intelligence 0.3.2

Personal Finance Intelligence 0.3.2: a free, local-first personal finance app for Windows. All your data stays on your PC: no account, no cloud.

The Microsoft Store is the easiest way to install it and gives you automatic updates. If you prefer not to use the Store, download PFI-Setup-0.3.2.exe below. It installs for your user only, so no administrator rights are needed.

The installer isn't code-signed yet, so Windows SmartScreen may show "Windows protected your PC". Click More info → Run anyway. You can check the file against its SHA-256 below.

What's new since 0.3.0

• New price sources: Twelve Data and Alpha Vantage (free API keys) for stock and ETF prices, next to stooq.
• Fixed: the app could not start when installed from the Microsoft Store (PostgreSQL setup failed with "Access is denied").
• Fixed: Insights failed for transactions without a payee.
• Fixed: Insights no longer suggest subscriptions you already track.
• Downloaded reports open from a toast with Open / Show in folder.
• Forms and tables work in narrow windows.
• Smaller package: PostgreSQL's uninstaller and installer leftovers are no longer shipped.

Requirements

Windows 10 version 2004 or later, or Windows 11, 64-bit (x64).

Checksum

PFI-Setup-0.3.2.exe SHA-256: 0bdba5cd3c9995a7c9941b5c59258ce2998cceef7740c62ce03482a7158941b6