A complete personal finance dashboard in a single file. No subscription. No cloud. No account. Just powerful budgeting — yours to keep forever.
Built for people who want real financial clarity without handing their data to a subscription service.
Live Sankey cash flow diagram, expense-to-income gauge, budget compliance chart, trend view, and month-over-month comparison — all in one place.
Zero-Based, 50/30/20, 80/20, 60/30/10, Envelope, and fully Custom. Switch methods any time without losing your data.
Supports all 10 major US banks — Bank of America, Chase, Wells Fargo, Capital One 360, Ally, U.S. Bank, TD Bank, PNC, Truist, and Citibank. Each format CSV-tested and verified. 48 auto-categorization rules handle the heavy lifting.
Add any category you need — from "WDW Annual Pass" to "Side Business." Your structure, not ours.
Ctrl+S saves in place. Named snapshots for version history. JSON backup and CSV export. 30-day backup reminders.
Clean PDF-ready monthly report with your logo, full budget sections, variance analysis, and beginning/ending balances.
Dark navy theme and light purple theme. Your preference is saved and restored automatically every session.
All chart libraries are baked into the file. Open it on a plane, in a cabin, anywhere. No internet ever required.
No account. No server. No telemetry. Your data lives in your browser — and nowhere else. Period.
No setup wizard. No sync required. No learning curve.
One HTML file, under 750 KB. Save it anywhere — your desktop, Dropbox, a USB drive.
Chrome, Edge, Firefox, or Safari. Double-click. That's the whole install process.
Export a CSV from your bank's website and drag it in. Transactions categorize automatically.
Set your budget, review the dashboard, and watch your financial picture come together.
YNAB costs $99/year. Copilot $156/year. Boost Starter is a one-time $29.99 — you'll never pay again.
| Boost Starter — $29.99 Launch | YNAB / Monarch — $99+/yr | Copilot — $156/yr | |
|---|---|---|---|
| Payment model | ✓ One-time, yours forever | ✗ Annual subscription | ✗ Annual subscription |
| Your data stays local | ✓ 100% on your device | ✗ Stored in their cloud | ✗ Stored in their cloud |
| Works offline | ✓ Fully offline capable | ✗ Requires internet | ✗ Requires internet |
| No account required | ✓ Open and use | ✗ Account mandatory | ✗ Account mandatory |
| CSV import | ✓ 10 bank formats | ⚠ Limited / paid tiers | ⚠ Bank sync only |
| Sankey cash flow chart | ✓ Interactive | ✗ Not available | ✗ Not available |
| Budget methods | ✓ 6 methods | ⚠ 1–2 methods | ⚠ 1–2 methods |
| Custom budget lines | ✓ Unlimited | ⚠ Restricted | ⚠ Restricted |
| Print-ready reports | ✓ Built in | ⚠ Basic | ⚠ Basic |
| 2-year cost | ✓ $29.99 total | ✗ $198+ | ✗ $312+ |
Buy once at the launch price before it goes up.
Questions? Email support@boostfinancial.app
No. Once downloaded, Boost Financial is completely offline. Chart.js and PapaParse are baked directly into the file — no CDN calls, no external dependencies.
In your browser's localStorage — on your device only. Nothing is transmitted to any server. We have no database, no backend, and no way to see your data even if we wanted to.
Your transactions would be lost if you clear localStorage. That's why Boost Financial includes a 30-day backup reminder and a one-click JSON export. Keep a backup file and you can restore everything in seconds.
Yes. Save the HTML file to Dropbox, Google Drive, or a USB drive and open it on any machine. Export your data as JSON on one device and import it on another to keep things in sync.
All 10 major US banks are supported with named auto-detection — Bank of America, Chase, Wells Fargo, Capital One 360, Ally, U.S. Bank (Smartly Checking), TD Bank (Convenience Checking), PNC (Virtual Wallet), Truist, and Citibank. Each format has been CSV-tested against real bank statements. Any other bank can be mapped manually using the column mapping tool.
All v1.x updates are free for life. If a major v2.0 release happens, existing customers will be offered a meaningful discount.
Due to the nature of digital downloads, all sales are final. If you have a problem, email support@boostfinancial.app and we'll make it right.