Finzen Documentation
Finzen is the all-in-one personal finance dashboard that combines envelope budgeting, portfolio tracking, and visual reports in one place. Whether you're trying to get control of your spending, grow your investments, or simply understand where your money goes — Finzen brings it all together in one clear picture.
The Finzen Philosophy
The name says it all: Finance + Zen. Finzen is built on the belief that the path to financial clarity isn't automation — it's awareness.
Finzen is a manual tracker by design. There are no bank connections, no automatic syncing. Every transaction you log is an intentional act — a small moment of engagement with your own money. That daily habit (2–3 minutes) builds something no algorithm can replicate: a genuine relationship with your finances.
The practice follows three simple steps:
1. Tend — Log your transactions daily. A small, consistent ritual.
2. Observe — Let the visual reports surface patterns you'd never notice otherwise.
3. Grow — Awareness becomes intention. Intention becomes change.
Log your transactions and feel connected to your money through intuitive visual reports.
What's in Finzen
Finzen is built on two pillars, designed to work together.
Envelope Budgeting
Zero-based budgeting — every dollar gets a job before the month starts. You set spending limits by category, track against them in real time, and stay in control without guesswork. When a category hits zero, you know.
Portfolio Tracking
Track all your investments — stocks, ETFs, mutual funds, crypto, indices, futures, physical commodities, and forex — in one place. See performance, returns, and your full asset picture alongside your everyday budget.
Together, these answer the three questions that matter most: what am I spending, what am I saving, and how is my wealth growing?
What This Documentation Covers
This documentation explains every feature in Finzen in detail — what it does, how it works, and how to get the most out of it. You'll find guides for:
- Setting up and managing your accounts
- Creating and maintaining your budget
- Logging transactions
- Tracking your investment portfolio
- Understanding every report and the numbers behind them
- Configuring Finzen to fit your needs
If you're new, start with Setup and the Interface overview to get oriented, then move on to Accounts and The Budget.
Finzen Links
| Website | finzen.org |
| App | app.finzen.org |
| Docs | docs.finzen.app |
Where to Go Next
- Quick Start — The essentials at a glance. Start here if you want the short version.
- Setup — Configure Finzen before your first use.
- Interface — A tour of the Finzen layout and navigation.
- Adding Accounts — Set up your first accounts and get tracking.