Wealth Log Book tracks your net worth, income, expenses and goals — with all data stored locally as CSV files. No accounts, no subscriptions, no cloud. Wealth Log Book is free on all platforms.
A focused set of tools to give you a clear picture of your financial health — without the bloat.
Log assets and liabilities month by month — bank accounts, investments, property, loans, whatever fits your life. Watch your net worth grow over time.
Track salary, freelance, rental, dividends and every other source, split into active and passive income, with breakdown charts.
Record every expense as essential or non-essential. Spot trends before they become problems.
Set financial goals with targets and timelines, link the assets that fund them, and see how many months until you reach each one.
Mark the assets that make up your emergency fund and see how many months of expenses it covers against your target.
Keep your bank and broker accounts in one place: balance, interest rate, start and maturity dates, nominee and notes.
Map the recurring transfers between your accounts each month, grouped by source account with a total for each.
Line charts for net worth and savings trends, asset allocation against your planned percentages, breakdowns and goal progress.
No fixed category list: create your own as you go. Your data is plain CSV in a folder you choose, readable in Excel or Numbers.
A separate desktop app that fetches bank and broker statements from your own mailbox, reads them with parser plugins, classifies every row with your rules, and exports the result into Wealth Log Book's CSV files. It's optional: Wealth Log Book works fully on its own.
Fetches statement files (PDF, CSV, Excel) from the banks and brokers you choose, where your bank emails statements.
Where banks don't email statements, drop in a downloaded PDF, CSV or Excel file. It's read the same way, so the app works worldwide.
Parser plugins read each bank's statement format; rule plugins classify rows into income, expenses, assets and liabilities. Free and community-shared: India's banks are covered first, other countries through community contributions. Browse plugins.
Your mailbox is opened read-only over IMAP, passwords stay in your system keyring, and everything stays on your computer. No servers.
Create or improve plugins with any AI chatbot you like: the app writes the prompt, you paste the reply back. Nothing is sent anywhere by the app.
Merges into Wealth Log Book's CSV files. Entries you typed by hand are kept, and your files are backed up first.
Price to be announced. Download it directly: no checkout, licence key or sign-up.
Feedback welcome at jithusjacob@gmail.com. Versions you download now stay free to use.
Most finance apps send your data to their servers. Wealth Log Book is different — everything stays in CSV files on your own machine, in a folder you choose.
Download Wealth Log Book for your desktop or mobile device. No account needed — just open and start tracking.
Paid app – free during early access. Download directly: no checkout, licence key or sign-up.
The Windows installer isn't code-signed yet, so Windows may say "Windows protected your PC": choose More info, then Run anyway.
By downloading, you agree to the Terms and Conditions and Privacy Policy.
Yes, on every platform, with no subscription or in-app purchases.
It's the part that saves the manual work, and it needs ongoing support for banks and statement formats.
Any early-access version you've downloaded stays free to use, with no time limit. Versions released after payment starts will need a licence. You'll be told in advance before that happens.
No. Wealth Log Book works fully on its own.