Discover the features of YAFFA

Explore how the features of YAFFA personal finance application can help you to efficiently manage all aspects of your personal finances from cost tracking, through budgeting, to planning.

Screenshot of the Dashboard in YAFFA personal finance web application, focusing only on the dashboard elements

Intuitive Dashboard

Smart insights, better decisions

YAFFA is more than a pile of charts: it delivers the information you need to be in control of your personal finances.

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Screenshot of YAFFA personal finance web application, containing some filter options from the "find transactions" feature

Clarity and structure

Organize your transactions

Your transactions are assigned to accounts you own, to payees you interact with, and to categories you set up to track your spending.

Screenshot of YAFFA personal finance application, when relevant payees are suggested while entering a new transaction

Screenshot of YAFFA personal finance application, when the amount of a transaction is allocated to the default category of the selected payee

Save time and effort

Assisted entry of transactions

Based on your financial habits, YAFFA provides suggestion to make the entry of transactions as quick as possible.

Screenshot of YAFFA personal finance application showing AI document processing feature

Intelligent Suggestions

From receipt to recorded transaction in seconds

Submit a receipt, invoice, or forwarded email and YAFFA extracts the details — payee, date, amount, and line items — and pre-fills a draft transaction for your review. Confirm to record it, or adjust any field first. No manual typing required.

About AI document processing

All Features

Discover everything you can do with YAFFA

Explore all the features YAFFA provides you to easily manage your personal finances.

Multiple Currencies

YAFFA supports the tracking of multiple currencies, while the reports use your primary currency for a unified overview.

Exchange Rates

Automatically update the daily exchange rate for your main currency against all other currencies you use.

Multiple Accounts

Unlimited number of accounts to separately track cash, debit cards, credit cards, and investment accounts.

Investments

Keep track of your investments and their performance, as part of your 360-degree view of your finances.

Investment Prices

Automatically retrieve the daily prices of the investments you have in your portfolio.

Reports

See informative charts about the big-picture, or about the details of your finances, to make informed decisions.

Scheduled Transactions

Scheduled transactions help both planning and forecasting, and also the quick entry of new transactions.

Budgets

Set your planned budgets to support future planning and ongoing tracking of spending habits.

Quick-Entry

YAFFA learns your habits, and comes up with suggestion to speed up recording your financial transactions.

How it works?

Just in a few steps

Get your own instance of YAFFA, and start to get in control of your personal finance

STEP 0

Try Before You Install

Test YAFFA in our free sandbox — no setup, no account required. Get a real feel for the app before committing to self-hosting.

Open Free Sandbox

Prepare Your Environment

Get ready to host YAFFA locally on your machine, or using a dedicated server environment.

STEP 1

Install YAFFA

Follow our guidelines on the download and setup process of YAFFA.

STEP 2

Start using YAFFA

Start entering your financial information and transactions, and YAFFA will start providing you reports and insights.

STEP 3

Heads up!

Some features you might miss while using YAFFA

While YAFFA personal finance manager application comes with several features to help you to empower your financial freedom, there are a few features you might expect from such an application, and YAFFA is not likely to support these in the foreseeable future. If these are important to you when choosing a personal finance application, YAFFA might not be the right choice for you.

Retrieve transactions directly from your banks
YAFFA is designed for desktop computers. While the interface is more or less mobile friendly, no mobile application is available for it
YAFFA can be used in production, but some of its functions are still under development
CSV import is only experimental, and limited to certain banks. QIF import to be implemented.
Family accounts with multiple users are not yet available.