Actual

Product Overview

Actual is a local-first personal finance tool that empowers individuals to take control of their financial lives. Built on the principles of zero-sum budgeting, Actual offers a unique approach to managing one's finances. With features like synchronization across devices, custom rules, and manual transaction importing, Actual provides users with a comprehensive platform to track their income and expenses.

Main Features

• Filter Bar: Quickly slice and dice your financial data using the intuitive filter bar.
• Incremental Imports: Import new transactions without worrying about duplication or fuss. Simply upload a CSV file of your last three months' activity, and Actual will take care of the rest.
• Integrations: Seamlessly integrate with popular services like Google Drive, Excel, and CSV files. Use Zapier actions and triggers to automate tasks, or host custom widgets externally.
• Templates: Get started with pre-built templates for specific use cases, such as investment research or treasure hunts.
• Access Control: Manage access to individual documents, workspaces, or team sites using configurable options.
• Self-Maintainable: Actual is designed to be self-sustaining, perfect for intranet operations and compliance requirements.
• Sandboxing Options: Enable sandboxing at the individual document level on Linux or with Docker, or use native sandboxing on macOS. Wasm-based sandboxing is also available on any OS.
• Zero-Sum Budgeting: Actual's core feature is its adherence to zero-sum budgeting principles, helping users prioritize their spending and stay within their means.

These features combined make Actual an attractive option for anyone looking to take a local-first approach to personal finance management.