Features Overview

Financer provides a comprehensive set of tools for managing personal and household finances. This section explains each feature in detail and how the different entities interact with each other.

Core Concepts

Financer is built around a hierarchical data model where the Household is the central entity. Everything else - accounts, categories, tags, counterparties, and transactions - belongs to a household.

Household
├── Members (Users with Roles)
├── Accounts
│   └── Transactions
│       ├── Category
│       ├── Tags
│       ├── Counterparty
│       └── Attachments
├── Categories (hierarchical)
├── Tags
└── Counterparties

How Entities Relate

1. A User joins a Household through a membership with a specific role
2. The household contains Accounts that represent real-world bank accounts
3. Transactions are recorded against an account and can be categorized using a Category, labeled with Tags, and linked to a Counterparty
4. Categories organize transactions into income and expense groups, optionally with parent-child hierarchies
5. Tags provide cross-cutting labels that work alongside categories
6. Counterparties represent the other party in a transaction (e.g., a merchant, employer, or landlord)

Feature List

Feature	Description
Households	Multi-user collaboration with role-based access
Accounts	Bank account and financial account management
Transactions	Income, expense, and transfer recording
Categories	Hierarchical transaction categorization with budgets
Tags	Flexible labeling system for transactions
Counterparties	Transaction partner management
Dashboard & Analytics	Visual reports and financial insights
CSV Import	Bulk transaction import from bank exports