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FinvestLens

Basics

Getting started

Create a book, or bring one over from GnuCash.

A book is your whole set of accounts and transactions, kept in one file you own. FinvestLens never uploads it anywhere.

Start a book

  1. Choose File ▸ New Book… (⌥⌘N) and pick where to keep the file.
  2. Choose a starter chart of accounts, or start empty and add your own.
  3. Add your bank and credit-card accounts, and enter their opening balances.

Coming from GnuCash

Choose File ▸ Import ▸ GnuCash… and pick your .gnucash file. Accounts, transactions, prices, scheduled transactions and business records all come across, and you can export back to GnuCash at any time.