01
Design your buckets
Answer a few questions per bucket — group, type, matching words, monthly budget. Add as many as you like.
Personal finance
Your statements, sorted into buckets you actually designed.
Import CSV and Excel files, review every assignment before it lands, then turn the history into projection tables you can print or share.
152 MB ZIP · works with no internet connection · your data stays on your computer
02
Upload and confirm
Drop a CSV or Excel export. Rows are sorted automatically, and nothing is saved until you confirm every bucket.
03
Project and share
Per-bucket projection tables from your own trend, with a manual percentage override, PDF export and a share link.
Offline desktop app
The whole studio, running on your own machine
The desktop version is a standalone program — no sign-in, no internet, nothing leaves your computer. Everything you import, sort and project is stored locally on that machine only.
- 1. Download the ZIP and unpack it anywhere.
- 2. Open the FathomFinance folder.
- 3. Run FathomFinance.exe — Windows may ask you to confirm the first time.