https://github.com/bernaferrari/cashbalancer

It is too hard to balance money across different assets and accounts.
https://github.com/bernaferrari/cashbalancer

Last synced: 10 months ago
JSON representation

It is too hard to balance money across different assets and accounts.

• Host: GitHub
• URL: https://github.com/bernaferrari/cashbalancer
• Owner: bernaferrari
• License: apache-2.0
• Created: 2021-07-25T04:49:52.000Z (almost 5 years ago)
• Default Branch: main
• Last Pushed: 2024-04-27T22:01:19.000Z (about 2 years ago)
• Last Synced: 2025-04-29T19:56:37.554Z (about 1 year ago)
• Language: Dart
• Size: 10.3 MB
• Stars: 81
• Watchers: 4
• Forks: 11
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

Awesome Lists containing this project

README

          
![Image of Cash Balancer](assets/readme.png)

# Cash Balancer

It is too hard to balance money across different assets and accounts. Spreadsheets are too hostile; banks are too

complex. This app should help you understand your finances without the help of an expert. It works basically as a

finance calculator for asset allocation: you put what you have, how much you want to have (%), and check the difference.

[](https://play.google.com/store/apps/details?id=com.bernaferrari.cash_balancer)

[](https://apps.apple.com/us/app/cash-balancer-asset-allocation/id1578127532#?platform=ipad)

 

Usage examples:

- You want 5% of your capital to be in crypto: 60% in Bitcoin, 30% in Ether, 10% in XRP. Tomorrow that becomes 8%, what

  and how much do you sell to stay with 5% again?

- You are following a stock recommendation with 40% of your bank account, but you are tired of calculating 12.5% of 40%

  for each position and then periodically rebalancing as you receive your wage.

- You have a complex wallet consisting of 20% of the treasury (40% in one asset, 60% in another), while 30% of offshore

  investments and 50% of stocks with different weights.

## Screenshots

| Main Screen | Analysis Screen |

|:-:|:-:|

| ![iPad Main Screen](assets/screen_ipad_main.png?raw=true) | ![Analysis Screen](assets/screen_ipad_analysis.png?raw=true) |

| Main Screen | Edit Screen |

|:-:|:-:|

| ![MacOS Main Screen](assets/screen_macos_main.png?raw=true) | ![Analysis Screen](assets/screen_macos_edit.png?raw=true) |