🚧 Groundwork is currently in Beta — free to download and use. Sign up for updates as we work toward v1.0.

Everything in Groundwork

One app. Every tool you need to get out of debt and start building wealth.

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Budget

Monthly income and expense tracking. See what you have left in real time as transactions import from your bank.

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Debt Tracker

Snowball or avalanche payoff plans. See your debt-free date and watch it get closer every month.

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Ledger

Full transaction history with auto-categorization, search, split transactions, and reconciliation.

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Net Worth

Track assets and liabilities over time. Your checking and savings balance automatically.

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Gift Budget

Plan gifts for every person and occasion. Never get caught off guard by birthdays or Christmas again.

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Trip Planner

Plan a vacation with a target budget and deadline. Groundwork builds the monthly savings plan automatically.

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Investments

Track your portfolio holdings, cost basis, and performance. Import investment account transactions.

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Reports

Nine built-in reports plus an AI monthly summary. Print any report with one click.

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Before You Buy

Evaluate a big purchase before committing. See exactly what it does to your budget and debt-free date.

AI Analysis

Optional AI monthly report powered by Claude. Plain English. One concrete suggestion per month.

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Private by design

Runs on your machine. No account. No cloud. No subscription. Your data is yours.

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Import from Quicken

QIF, QFX, OFX, and CSV import. Bring your history over from Quicken, Mint, or any bank export.

Download free for Windows