An open source toolkit for building personal finance apps & services. Start building something today!

Build the kinds of applications
that users want and need.

The head start that will help you build them
faster and for less money

Cashbook Core

The base for any PFM strategy is analytics and reporting. Automatically groups related transactions into various buckets for later reporting.

Source Code


An OAuth2 authentication server. Use it to provide single sign on (SSO) for the applications you will be developing and deploying for your users.

Source Code


A simple password protected online file store. Use it to make private user documents available like e-statements, spending reports, loan agreements, etc.

Source Code

Deliver value even faster.

Don't have time to build your own solutions?
No worries, these products have got you covered.

PFM Application Suite

Simple and easy to use the PFM application suite is comprised of three modules: Budgeting (Available), History and Spending Habits (In development). Buy now and get all three for a low introductory price.

Spending Reports

A set of custom designed reports detailing for users how they are spending their money. Append them to statements or use Keepsafe to bring PFM to EVERYONE at your institution. Coming soon!

Got questions? I'm just an email away

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