Features
Complete set of features for all your personal finance management needs.
Everything you need, from the most basic flows all the way to the most complex ones.
Transactions
Expenses
Simple, yet so Powerful
Expenses are the foundation of your personal finance management. CashControl allows you to easily add, edit and delete expenses, with categories, custom accounts and details.
You can manually enter your expenses, or import them from your bank account statements, with complete control on how to categorize them.
Easy, Clear Categorization
Customize and budget your expense categories so it's easy to see where your money is going at a glance.
Multi-category Expenses
When you do your groceries shopping, properly categorising and budgeting your expenses into multiple categories is key.
Transactions
Incomes
Incomes & Recurring Incomes
Define one-time occassional incomes or recurring incomes with configurable amount and frequency.
Custom Categories
Categorize your incomes by category and follow their evolution in the advanced reports available.
Transactions
Accounts & Transfers
Define your own accounts
Overdraft accounts
Transfers
Transactions
Bills
Manage Your Bills
Define your recurring bills and never miss a payment again. You can have recurrences be a fixed amount and confirmed automatically or a variable amount that you can confirm manually.
Add one or multiple payments to a bill, which will show up as expenses in the reports.
Recurring Bill History
One-time simple bills
Option to skip recurrence
Reports
Deep Insights
Thorough Expense Reports
See a clear breakdown of your expenses by category and their evolution over the past months.
Monitor how your budgets match the reality of your spendings and adjust your habbits accordingly.
Incomes
See how your incomes evolve over time and how they evolve in purchasing power over time.
Recurring Reports
For recurring incomes and expenses see how their value evolved over time.
Custom Fiscal Period
Change the first day of the month so you can have custom reporting period.
Reports By Tags
Tag your transactions and get detailed reports broken up by tags.
Purchasing Power
See how your income evolved over time compared to various other indicators.
Monthly Report
Get a monthly report in your inbox so you can see how you did last month and keep a record of your finances.
Bank Sync
Import Your Bank Transactions
Import Your Statement
Download a CSV file from your bank and upload it to CashControl
Define Format
First time, you'll have to define a mapping for your format.
Execute Import
Import bank transactions and get a list of pending transactions to confirm.
Confirm Transactions
Match your pending transactions to existing transactions or add as new.
Users
For Your Entire Family
A Family Task
Get your entire family on board and manage your finances together.
Invite them to join with their own CashControl user and add transactions to your joint account.
Savings
Goals, Piggybanks and Forecasts
Goals for Loans and Accounts
Piggybanks
Forecasts
