Financial Management

Financial Management, published under the name Family Ledger (the README is written in Chinese), is a self-hosted app for tracking a household's assets across banks, payment apps, brokerages, property and mortgages. Instead of logging every transaction, it asks for a monthly snapshot of account balances plus external cash flows, a routine meant to take about ten minutes for a couple filling it in at different times. The data stays on your own server.

From those snapshots it shows a net worth trend with inflation and money-supply reference lines, asset allocation, and real annualized returns calculated with XIRR and TWR so that savings and investment gains can be told apart. It can look through funds to their underlying holdings and industries, aggregated across the whole family. AI features can read screenshots to import individual holdings and produce a checkup covering allocation, risk, liquidity and returns; the README says the numbers are computed by the app and the language model only interprets them.

The app has nine account types grouped by family member, multi-dimensional tagging, preset dashboards, one-click export, and a responsive interface that can be installed as an iOS web app. It is licensed under Apache-2.0 and written in Java. It is deliberately not a daily expense tracker, budgeting tool or trading client, and a public demo with synthetic data is available.