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Finance OS

Your local system for understanding transactions, spending, and personal budgets.

Finance OS runs as a local app inside Forger. Upload your movements, review categories, understand where your money goes, and build budgets by period with help from a contextual AI layer.

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Finance OS dashboard showing spending cards, budgets, and a category breakdown.
Hi, Forger. I would like Finance OS to show a new dashboard chart: income vs. expenses, month by month, for the last year.

Perfect. I will review the dashboard structure and prepare the change.

Done. I added the chart to the Finance OS dashboard. Refresh the app to see it.

A guided trip through your finances

Start with a structure that matches how you think, let the app help with the first pass, and keep final control over every movement and budget.

01

Create your categories

Begin with a Simple or Organized setup, then adjust the structure to match your own way of tracking money.

02

Load movements

Upload files or add a movement manually. The AI reads what it can, suggests categories, and can help create missing ones.

03

Review the details

Confirm categories, fix dates, and recategorize anything that needs a human decision before it reaches the dashboard.

04

Set budgets

See spending by category and ask the assistant for a starting budget recommendation based on your real movements.

05

Adapt the app

If you want a different workflow, talk to the chat. You can restructure categories or request concrete UI changes conversationally.

Built for personal control

Upload, review, and understand your financial data without handing it to another cloud dashboard.

Smart categories

Use AI assistance to review and improve transaction categories without treating automation as perfect.

Budgets by period

Follow monthly or custom-period budgets and compare them against actual spending.

Adaptable dashboard

Ask Forger for concrete local changes, like adding an income vs. expenses chart.

Financial data stays local

Finance OS is installed in your private Forger workspace. It works with the files and data you choose to bring into the app.

Finance OS

Install Finance OS with Forger

Start with Forger Desktop, then install Finance OS as one of the first open-source apps in the ecosystem.