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FinvestLens
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Double-entry accounting
that belongs on a Mac.

FinvestLens brings the rigour of GnuCash's accounting engine to a native Apple app — your accounts, investments and small business in one file you own, on macOS, iPad and iPhone.

Version 1.2 · Mac, iPhone and iPad · Free software, GPL v3 ·See what it does

The FinvestLens dashboard: net worth trend, wellbeing score, portfolio allocation, performance and recent activity.

Real double-entry, not a spreadsheet

Every transaction moves money between accounts and must balance. That is what makes the reports add up — and what lets FinvestLens agree with GnuCash to the cent on a 46,000-transaction book.

Your book is a file you own

One SQLite document on your disk, in iCloud Drive, on a NAS or in your own Box account. No account to create and no server of ours to trust. Open it, edit it, back it up like any other file.

Never locked in

Import from GnuCash and export back, losslessly. Read and write plain-text Ledger journals. Query the whole book from the command line. Your data leaves as easily as it arrived.

Everyday

Import a statement, and it lands where it should

CSV, QIF, OFX/QFX, SWIFT MT940 and ISO 20022 CAMT.053 — the format is detected from the file. Duplicates are caught, transfers between your own accounts are completed rather than doubled, and payees you have categorised before are categorised again the same way.

The FinvestLens transaction register showing a list of transactions with running balances.

Reporting

Statements at annual-report standard

Balance sheet, income statement, trial balance and cash flow, built from your own chart of accounts with comparatives and accounting typography. Plus two presentation decks — a CFO-style Financial Review and a factsheet Investment Review — whose commentary is written from your figures, with every number checked against them before you see it.

A FinvestLens income statement set out the way an annual report is.

Investing

Capital gains the way a tax return wants them

Every parcel sold, with when it was bought and sold, its cost base and proceeds, how long it was held and how the ATO treats it — then the year’s net capital gain, including the changes from 1 July 2027. Total return since you bought, with a money-weighted annual rate, and income, historical cost and returns by financial year beside it.

The Capital Gains report: each parcel sold with its dates, cost base, proceeds, gain and treatment.

Prices

A price history you can actually read

One security over any period, with its 50- and 200-day averages and their crosses, the RSI, your own buys and sells against your average cost, and the range’s high, low, volatility and largest fall. Add the income it paid to see total return, and draw a benchmark beside it — a cash rate you set, or any other security or index you hold prices for.

The Price History report: a price chart with moving averages and trades above a strip of statistics.

iPhone and iPad

The same book, in your pocket

On iPhone, FinvestLens has a layout of its own: a tab for each area, a register you can read at a glance, and a form for entering a transaction. Keep your book in iCloud Drive and open it on any of your devices. Bank files are imported on iPad or Mac, and a GnuCash file or Ledger journal on a Mac.

The dashboard on iPhone, with the tab bar along the bottom.An account's register on iPhone: each posting with its date, amount and running balance.

Apple Intelligence

Apple Intelligence reads your paperwork

Point Smart Import at a PDF bank statement, dividend notice or invoice. It is read, matched to transactions already in your book, linked and categorised. Bank statements are always read on your device; for the rest you choose your device, Apple’s Private Cloud Compute where it is offered, or a model of your own. Nothing is ever sent to us.

  1. 1

    Reads the rows

    Including scanned pages, not just digital PDFs.

  2. 2

    Finds the match

    Against transactions already in your book, in any account.

  3. 3

    Files it away

    Links the document and suggests the category.

Built to let you leave

An accounting app you cannot get your data out of is a trap. FinvestLens reads and writes the formats the rest of the world uses.

GnuCash XML
Import and export, round-trip verified byte-identical
Ledger journals
Plain-text accounting in and out, GUIDs preserved
CSV · QIF · OFX/QFX
Bank and broker downloads, with saved column profiles
MT940 · CAMT.053
SWIFT and ISO 20022 statements, auto-detected
finlens CLI
A read-only, ledger-modelled reporter over your book
Shortcuts & widgets
App Intents, Spotlight, Control Center, Quick Look

Your finances stay yours

There is no FinvestLens account, no analytics and no server of ours. The app goes online only when you ask it to — for prices, the consumer price index, your own Box account or, if you allow it, Apple’s Private Cloud Compute — and nothing is ever sent to us.

Read the privacy policy

Bring your money into focus.

Free software, on the App Store or as a notarized download. Import your GnuCash file and pick up where you left off.

Read the manual