Assetly Financial Manager

Download private desktop finance software for net worth, cash flow, debt, credit cards, investments, and tax planning in one focused workspace.

See screenshots
Assetly Financial Manager dashboard screenshot.

Download Assetly

Install the desktop app and keep your money system private.

The macOS Apple Silicon build is available through secure Stripe checkout. Windows is shown honestly as coming soon until the signed installer exists.

macOS Apple Silicon

One-time launch purchase with checkout-confirmed download access.

Available now

Windows installer

NSIS packaging exists; signed public installer is next.

Coming soon
Track release

Real screenshots

Pick a workspace view

Click any Assetly area to preview the real screen before downloading.

Dashboard

๐Ÿงญ Preview
Assetly dashboard with net worth, monthly income, investments, debt, recurring payments, alerts, and calendar.

Why it exists

Bank apps show fragments. Spreadsheets become chores. Assetly gives you the whole picture.

Finance areas

10+

Cash flow, debt, tax, investing, savings, cards, net worth, and more.

Data posture

Local

Private workspace data with validation, backup, and recovery behavior.

AI mode

Review

Optional AI suggestions wait for your approval before changing records.

What you get

A full finance manager, not a thin budget widget.

One serious money workspace

Net worth, cash flow, savings, credit cards, debt, stocks, crypto, and goals live in the same desktop app.

Credit card and debt command

Track APRs, minimums, due dates, statement balances, carried balances, and payoff progress.

Investing with tax lots

Follow positions, lots, cost basis, price snapshots, realized sales, and gain/loss movement.

Tax planning included

Estimate ordinary income, capital gains, withholding, projected tax, and yearly report views.

Local-first privacy

Assetly is built for local browser data with validation, backups, and recovery-minded storage.

AI review cards

Use the optional AI agent for cleanup ideas, then approve or dismiss every proposed edit.

Compare

Built for the parts of money that generic tools skip.

Assetly is made for repeated use: scanning balances, checking upcoming payments, reviewing investments, and planning taxes from the same place.

Capability
Spreadsheet
Bank app
Assetly
Local private workspace
Manual files
Cloud account
Included
Net worth plus cash flow
Manual formulas
Limited
Included
Debt and card payoff tracking
Manual formulas
Partial
Included
Stock lots and tax sales
Manual sheets
Rare
Included
Tax planner and yearly reports
Separate tool
Rare
Included
AI proposals require approval
Not available
Often opaque
Included

Platform roadmap

macOS download now. Windows installer next.

The repo includes Windows packaging and release docs. The public Windows button should be turned on once a signed installer artifact exists.

Windows public installer

Waiting on signed release artifact.

FAQ

Questions before download.

What am I downloading?

After checkout, Assetly confirms your payment and gives you access to the packaged macOS desktop app bundle as a ZIP.

Is this a bank connection app?

No. Assetly is a private finance manager where you control the records, optional market-data settings, and optional AI settings.

Is Windows ready?

The Windows packaging workflow exists, but a signed public Windows installer is not included yet. The page marks it as coming soon.

Is Assetly giving financial or tax advice?

No. Assetly is tracking and planning software. Estimates are educational and depend on the records you enter.

Get the software

Download Assetly Financial Manager.

Start with the macOS desktop build today for $19. Windows support can be switched on when the signed installer is ready.