Business · In development
BILANCA
Financial and investment tracking for individuals and organisations.
Financial position tends to live in several places at once — a bank app, a broker statement, a property valuation, a spreadsheet someone updates when they remember. BILANCA brings them into one view: what is held, what is owed, what is coming in and going out, and how all of it has moved over time.
It handles individual finances and organisational ones with the same structure, because the questions are the same at both scales. Multiple currencies are supported, since holdings rarely sit in one. Reporting covers periods you define rather than periods the software decides are interesting.
Capabilities
- Portfolio overview across accounts and instruments
- Asset and liability tracking with current valuation
- Cash flow in and out, categorised
- Performance over time against a chosen period
- Multi-currency holdings with conversion
- Reporting for user-defined periods
- Transaction history with source and category
- Separate individual and organisational views
Who it is for
Individuals and organisations
Status
In development
BILANCA is a tracking and reporting tool. It does not provide financial advice.