Our Mission
Over the years of habitually tracking our own finances and evaluating countless financial tools, we couldn't find one program that could match the precision of our personalized spreadsheets and meet our high standards for privacy.
Recognizing this, SavePoint was created from a simple belief: that everyone should be able to have access to powerful personal financial tools at an affordable price and without giving up ownership of their financial data. We believe both can coexist. You should not be required to share your financial information if you don't want to, and you should still be allowed the opportunity to take control of your personal finances.
We don't believe your financial information should need to be given to big-tech companies, nor should you be forced to use tools that compromise your security. In an era where personal information is harvested and sold, and where most programs exist exclusively in the cloud, we've built a different kind of financial software: one that operates entirely on your device and never compromises your privacy.
SavePoint combines enterprise grade financial analysis tools with uncompromising local privacy, giving you the best of both worlds: professional level functionality and complete data ownership.
Our committment to you is that we will always:
- Prioritize our offline program first
- Never sell or share your financial data
- Offer you the choice use offline or online tools
- Let you own the version of the program you purchase forever
Take control of your financial future and save your progress securely with SavePoint.
Our Core Values
Privacy First
In our offline-first program, your financial data never leaves your device. We never collect, store, or analyze your personal information. Your privacy isn't just protected, it is a core element and guaranteed by design.
Professional Quality
We believe personal finance software should be as sophisticated as the tools used by financial professionals. Advanced features shouldn't be limited to enterprise users, they should be available to everyone.
Global Accessibility
Financial management is universal. Our software supports 8+ languages and multiple currency accounts to serve users worldwide, regardless of location or native language.
Education Focused
We're committed to financial education. SavePoint is designed as an educational tool to make finance easy and help you understand and improve your financial health through clear insights and guidance.
No Vendor Lock-in
Your data is yours forever. You own the software. Export your data anytime to a spreadsheet file or database. You maintain complete flexibility over your data.
Transparent Practices
We're open about our software's capabilities, limitations, and future direction. We try to speak in plain language, we aim to provide clear disclaimers and are always available to answer a question. And yes, our users guide our development!
Our Story
SavePoint, before it was SavePoint, began in 2013 as a personal project born from a love of spreadsheets and financial planning. We had a strong desire to take control of our finances and make every dollar count. The first version was a very simple budget paired with a rough cashflow statement and balance sheet. What began as a straightforward Excel file evolved into a passion project. Each year brought new innovations: more and complex charts, better organization, quality of life improvements, and advanced tracking. "Closing the books" each month became a ritual, giving us a clear snapshot of where we stood and how to adjust throughout the year.
We genuinely loved those spreadsheets. They gave us deep insights into our finances and gave a sense of control. Each year was a new challenge where we looked at how we could improve. It prompted us to ask the question of, "what else would be useful, what is essential, and how can we make this more useful of a tool". Over time, the simple budget spreadsheet evolved into a comprehensive personal financial dashboard where we could visualize our finances (past, present, and future) with ease. By 2017 the spreadsheet was robust enough to share within our close community, and by 2021 we made it available online for others to use.
There came a point when we considered pivoting away from our spreadsheets to save on time as life grew busier. We looked at various financial tools out there that could aggregate data and provide real insights. Each that we considered had various tradeoffs, ranging from 1) requiring us to share our data (whether that be actual finances or logins), 2) forced us to store our information online and 3) they relied on recurring subscriptions. These were non-negotiable dealbreakers for us. So we kept onward and building out our spreadsheet again.
SavePoint represents the culmination of over a decade of spreadsheet evolution and innovation. What began as a personal project leveled up into a powerful, cohesive, offline-first finance platform. It combines the flexibility and control we loved about spreadsheets with the convenience and reliability of modern software. Even today, SavePoint is built on the foundation of our spreadsheets, right down to ensuring we captured the existing functionality and familiar nomenclature into the final product.
Today, we're proud to present SavePoint, a powerful offline-first personal finance tool designed to help you take control of your finances. We know it takes a lot to trust any new finance program. As active users of SavePoint ourselves, we fully believe in SavePoint and are deeply committed to its future, and also to our core principles of offline-first design, privacy, and accessibility and affordability.
We believe personal financial software should be available to all. We hope you will save your progress with us and trust SavePoint as you personal finance solution.
Development Timeline
The Beginning
First rough spreadsheet created with a simple budget, cashflow statement, and balance sheet. The first spark of organized financial planning that would eventually become SavePoint.
First Budget System
Created our first comprehensive budget sheet, establishing the foundation for systematic expense tracking and financial planning.
Local Sharing
Budget spreadsheet gained local popularity as friends and family began using our refined financial tracking methods.
Visual Improvements
Major cosmetic overhaul of Dashboard, Cash Flow, and Transaction tracking, making financial data more accessible and visually clear.
Formal Structure
Introduced formal dashboard architecture and comprehensive bank account tracking, creating a more professional financial management system.
Transformative Overhaul
Complete system redesign focused on everyday usability, making complex financial tracking accessible for daily financial management.
Advanced Analytics
Added sophisticated technical analysis dashboards and professional-grade reporting capabilities for comprehensive financial insights.
SavePoint Launch
Official launch of SavePoint standalone software - over a decade of spreadsheet evolution transformed into powerful, privacy-first financial software.
Our Core Commitments
These fundamental pillars guide every decision we make in developing SavePoint. They represent our unwavering commitment to providing ethical, powerful financial software.
Privacy Protection
We prioritize an offline-first program to ensure your financial information never leaves your device unless you want it to. The offline-first program has complete offline operation with zero cloud dependencies.
Financial Education
We focus on providing easy to use and professional software allowing users to learn and make informed financial decisions. Every feature is designed to allow you to increase knowledge of your financial situation and gain financial independence.
Professional Excellence
We deliver sophisticated financial tools with the reliability and accuracy you'd expect from professional software, accessible to individual users.
Global Accessibility
Supporting 8 languages and multiple currency accounts, our goal is to allow all users across the globe access to powerful personal finance software.
Ethical Innovation
We develop technology that serves users not corporate interests. You decide our development focus. We will never harvest or sell your data. And we will disclose any financial relationships that may exist. There are no hidden agendas. As users ourselves, we are committed to building the best product for you.
Long-term Reliability
We create software designed for longevity and considered complete (i.e. we hold no features back). There is no requirement to ever upgrade...with a one-time purchase, you own that version forever and you have our hardware replacement license guarantee.
Take Control of Your Financial Future
Get lifetime access to professional financial tools with complete privacy protection. One purchase, yours forever. No subscriptions, no strings attached.