Accounts & transactions
Keep registers for bank accounts, credit cards and cash. Categorize spending and find transactions when you need them.
Explore banking ↗Personal finance for Windows
See where your
money goes.
Bring your bank statements, bills and budgets together. See what you spent, what’s coming up, and how your balances changed.
OFX and CSV imports Local finance files Multiple currencies
FinstraSample data · ZAR
Monthly review
October overview
IncomeR24,800
SpendingR18,360
Cash flow+R6,440
Spending by category
HousingR9,600
GroceriesR4,420
TransportR2,460
OtherR1,880
From bank statement
to a balanced register.
Preview your import, check for duplicates and match entries you’ve already recorded. Reconcile against your statement when the month closes.
Walk through your first import- Import a statementOpen an OFX, QFX or CSV export from your bank.
- Review transactionsCheck the account, match entries and assign categories.
- Reconcile the balanceCompare cleared transactions with your statement.
Your monthly finances, in one place.
Bills & budgets
Track recurring bills and income, set category budgets and see how actual spending compares with your plan.
Explore planning ↗Reports & net worth
Review income and expenses, track balance snapshots and export reports for your own records.
Explore reports ↗Finstra editions and pricing
Check edition and pricing availability for the Windows desktop app.
Common questions
Does Finstra connect to my bank?
Download a statement from your bank and import it in the Windows app. Your finance files are stored locally on your computer.
Which statement formats can I import?
Finstra supports OFX and QFX statements for supported bank and credit card accounts, plus CSV files with columns you map during import.
Can I keep accounts in different currencies?
Yes. Each account has its own currency. When you record a cross-currency transfer, enter the actual amount sent and the actual amount received.
Can I keep personal and business records separate?
You can create separate finance files and switch between them in the desktop app. You can also keep a separate file for trying out sample data.