<h2>SavePoint Help Center: Complete Documentation</h2>
<p>We're excited to announce the launch of comprehensive help documentation for SavePoint. Whether you're setting up your first budget or diving into advanced FIRE planning features, the Help Center provides detailed guides, tutorials, and answers to common questions.</p>

<div class="highlight-box">
<h4>💡 What's Available</h4>
<p>The Help Center covers every SavePoint feature with step-by-step instructions, and practical examples. From basic account setup to advanced Monte Carlo simulations, you'll find clear guidance for getting the most from the software.</p>
</div>

<h3>Getting Started Guides</h3>
<p>New to SavePoint? The Getting Started section walks you through initial setup, including creating your first budget using the setup wizard. You'll learn about the 50/30/20 framework, how to classify expenses as Needs or Discretionary, and how to set up income tracking.</p>
<p>These guides assume no prior experience with financial software. Each step is explained clearly with screenshots showing exactly what you'll see on your screen.</p>

<h3>Feature Deep Dives</h3>
<p>For users ready to explore SavePoint's full capabilities, feature-specific documentation covers:</p>
<p>Budget Management: Creating, modifying, and analyzing budgets across multiple years. Understanding the category hierarchy and using the Cashflow Center for detailed analysis.</p>
<p>Balance Sheet Tracking: Recording assets and liabilities, tracking net worth over time, and understanding how accounts connect to your overall financial picture.</p>
<p>FIRE Planning: Setting up retirement projections, running Monte Carlo simulations, and interpreting success probability across different scenarios.</p>
<p>Transaction Management: Importing transactions, categorizing expenses, handling transfers between accounts, and maintaining accurate records.</p>

<h3>Multi-Currency and Internationalization</h3>
<p>SavePoint supports 150+ currencies and 8 languages. The Help Center includes specific guidance for users tracking finances across multiple currencies, including how exchange rates work, how to set your base currency, and how to view reports in different currencies.</p>

<div class="highlight-box">
<h4>💡 Searchable and Accessible</h4>
<p>The entire Help Center is searchable. Can't remember which menu contains a specific feature? Just search for it (ctrl+f for now, more in-depth to come). Results link directly to relevant documentation sections.</p>
</div>

<h3>Video Tutorials</h3>
<p>For visual learners, we're building a library of video tutorials covering common workflows. Watch how to set up a new budget from scratch, import a year of transactions, or configure FIRE planning parameters.</p>

<h3>Continuous Updates</h3>
<p>Documentation updates with each SavePoint release. When new features launch, corresponding Help Center content is available immediately. You'll always have current documentation matching your version of the software.</p>

<div class="cta-section">
<h2>Explore the Help Center</h2>
<p>Whether you're troubleshooting an issue or learning a new feature, the Help Center has you covered. Start with the Getting Started guides or jump directly to your feature of interest.</p>
<a href="https://savepointfinance.com/help" class="cta-button">Visit the Help Center</a>
</div>

Comprehensive help documentation is now available for all SavePoint features, from basic setup to advanced analysis.

SavePoint Help Center: Complete Documentation | SavePoint Finance

SavePoint Help Center: Complete Documentation

<p>Version 1.5 is here, and this release finally delivers on the two most-asked-for features alongside a wide set of new capabilities and refinements. Households is finally here, and is a full cross-cutting system across Accounts, Budget, Transactions, Balance Sheet, Cash Flow, and Reports. Tags is a flexible labeling layer with default Tax/Business/General groups, per-split tagging in Advanced mode, and powerful Tag Summary and Tax Summary reports. The FIRE projection engine has been completely rewritten with proper post-retirement drawdown, the Cash Flow Center and Yearly Trends both get full Excel and PDF exports, and compensation tracking now handles job end dates and multi-role/promotion detection. Thank you again for being part of the SavePoint community. Your feedback has shaped just about every change in this release.</p>

<h3>Households: Multi-Person Finance Tracking, Fully Delivered</h3>
<p>Households feature now is completely integrated into SavePoint, built on top of the existing framework as a complete cross-cutting system. You pick one of three modes, members are tracked with full profile detail, shared expenses split automatically according to a contribution rule you choose, and member attribution flows through every page in the app.</p>
<p><strong>Three modes</strong> (set in Settings &gt; Household or during the Setup Wizard):</p>
<ul>
<li><strong>Solo</strong> is the default. Single ledger, no member tracking, behaves exactly like SavePoint always has. Household features stay hidden until you opt in.</li>
<li><strong>Simple Household</strong>: each transaction gets one Owner (a specific person) or is marked Shared. Budget lines show "Paid By" and "Income For" member badges. Accounts get an Owner column and filter buttons (All / Individual / Joint). Best for most couples and multi-income households.</li>
<li><strong>Advanced Household</strong>: everything in Simple, plus per-split member attribution with custom amounts or percentages, per-line budget overrides, and a Balance Sheet by Member view. For households that need granular control over how costs are divided (roommates splitting utilities differently than groceries, families where one person earns much more, etc.).</li>
</ul>
<p><strong>Members</strong> each carry a name, short label (used in badges and column headers), color, emoji, and role (Primary, Member, Dependent, or Business). An active/inactive toggle lets you deactivate a member without losing their historical attributions on transactions, budget lines, or income plans.</p>
<p><strong>Contribution rules</strong> for shared expenses:</p>
<ul>
<li><strong>Equal split</strong> divides shared amounts evenly across active members.</li>
<li><strong>Proportional to income</strong> computes each member's share based on their budgeted annual income, so a member earning 60% of household income automatically covers 60% of shared expenses.</li>
<li><strong>Custom percentages</strong> let you set explicit splits (70/30, 50/30/20, whatever you need).</li>
</ul>
<p>In Advanced mode, these defaults can be overridden on individual transactions or budget lines.</p>
<p><strong>Where Households surfaces:</strong></p>
<ul>
<li><strong>Accounts page:</strong> Assign a default member to each account or mark it Joint/Shared. New Owner column with member badges and All / Individual / Joint filter buttons.</li>
<li><strong>Budget page:</strong> Income sources show an "Income For" label; expense lines show "Paid By". Filter the entire budget by member, and the math respects the filter (Sarah's budget view sums her owned expenses plus her share of shared expenses according to the active contribution rule).</li>
<li><strong>Transactions page:</strong> New Owner column, Owner filter dropdown, and per-split member assignment in Advanced mode.</li>
<li><strong>Balance Sheet:</strong> Per-member view showing only that person's accounts and balances, so each member can see what they actually own.</li>
<li><strong>Cash Flow:</strong> Member filter respects the same attribution rules.</li>
<li><strong>Reports:</strong> A new <strong>Household Budget Report</strong> breaks down income, expenses, and net by member, with a shared-expense attribution breakdown so each person can see what their fair share is. Member filter dropdown across all reports.</li>
</ul>
<p><strong>Setup Wizard onboarding:</strong> New users get the Household question right inside the Setup Wizard, with the three modes laid out and inline member setup (name, short label, color, emoji) plus a contribution rule with plain-English explanations under each option. The Review step includes a Household summary card so you can confirm your choices before saving. Re-running setup is fully additive: existing members are updated in place, rows you remove inside the wizard are never deleted from the database, and your member attributions on transactions and budgets stay safe.</p>

<div style="background: rgba(59, 130, 246, 0.08); border-left: 4px solid #3b82f6; border-radius: 8px; padding: 16px 20px; margin: 1.5rem 0;">
<p style="margin: 0;"><strong>Already past setup?</strong> You don't need to re-run the wizard to start using Households or Tags. Head to <strong>Settings &gt; Household</strong> to enable any mode, add members, and pick a contribution rule, and <strong>Settings &gt; Tags</strong> to start labeling transactions. The new wizard step is for new users coming in fresh. Switching back to Solo at any time hides household features without losing any of your member attributions in the database.</p>
</div>

<h3>Tags: Flexible Cross-Cutting Labels</h3>
<p>Tags are a secondary organizational layer that works alongside (not instead of) your normal categories. Where categories answer "what type of expense is this?" (Groceries, Utilities, Medical), tags answer "what else is true about it?" Reimbursable business expenses, tax-deductible spending, vacation budgets, project costs, health-related, anything that cuts across normal categories.</p>
<p><strong>Default tag library:</strong> Click "Create Default Tags" in Settings &gt; Tags to seed your library with three groups:</p>
<ul>
<li><strong>Tax</strong>: Taxable Income, Non-Taxable Income, Tax Review Needed, Medical Deductible, Charitable, plus other deduction categories.</li>
<li><strong>Business</strong>: Business Expense, Reimbursable, Client Project, etc.</li>
<li><strong>General</strong>: Health-Related, Travel, Subscription, and more.</li>
</ul>
<p><strong>Custom tags</strong> carry name, color, emoji, group assignment, and an optional description. Tags can be deactivated without losing their historical use on transactions, and you can edit any tag's appearance and group at any time.</p>
<p><strong>Where Tags surfaces:</strong></p>
<ul>
<li><strong>Transactions page:</strong> A Tags filter appears in the filter bar when tags exist (multi-select with OR logic). The Add/Edit Transaction modal includes a Tags field; tags display in the table's Tags column.</li>
<li><strong>Per-split tagging</strong> (Advanced mode): individual splits within a transaction can carry their own tags. A single Costco transaction split across Groceries and Supplies can have one line tagged <em>#business</em> while the other is tagged <em>#reimbursable</em>.</li>
<li><strong>Tag Summary report:</strong> Income and expenses per tag, with transaction count, average size, and largest transaction per tag. Summary cards show your top tag by spend, most-used tag, number of tags with activity, and your overall tagging coverage percentage. Unused tags surface separately.</li>
<li><strong>Tax Summary report:</strong> Tax-specific. Classifies income as taxable or non-taxable based on tax tags, groups deductions by tax tag with <strong>deduplication</strong> (each transaction counted once even if it carries multiple tax tags) and overlap detection, and surfaces a Review Queue of unclassified income or transactions needing tax review.</li>
<li><strong>Filter dropdown across all reports</strong> so you can run any report through a tag filter (and combine it with the household member filter for questions like "How much of Sarah's expenses were tax-deductible?").</li>
<li><strong>CSV and Excel exports</strong> include tags as a comma-separated Tags column (and per-split tags in split-row exports).</li>
</ul>
<p>v1.5 brings Tags to full polish: the entire Settings &gt; Tags tab is now <strong>fully internationalized across all 8 supported languages</strong>, including all toasts and confirm dialogs. The Add/Edit Tag form also now uses the same categorized emoji picker as the setup wizard's category picker, with searchable 18-category coverage. And we fixed a quietly painful issue where Settings &gt; Export Data was silently dropping every tag column from CSV exports.</p>

<h3>FIRE Planning: Rewritten From the Ground Up</h3>
<p>The FIRE projection engine has been completely rewritten as a two-phase model that correctly switches behavior at your target retirement age.</p>
<p>Pre-FIRE works the way it always did. <strong>Post-FIRE</strong> properly stops adding savings, runs a signed cashflow of <code>(Social Security + Post-FIRE Income) - Gross Expenses</code>, and either invests the surplus or withdraws the deficit. When a withdrawal exceeds the balance, the unfunded gap is tracked as a <strong>cumulative shortfall</strong> instead of clamping silently at zero.</p>
<p>Every row in the projection table now has an <strong>info-circle button</strong> that opens a modal explaining the exact math behind that year's number. Phase indicator, the actual formula used for that row in plain language, inputs at 2-decimal precision so the math reconciles to the displayed number, and a mode-behavior block explaining Real vs Nominal. You can verify any row line by line.</p>
<p>The Monte Carlo dashboard also gains a new <strong>Today's $ / Future $ toggle</strong> so the eye-popping nominal figures (a $174M nominal at age 100 is really $31M in today's purchasing power after 70 years of 2.5% inflation) can be viewed in current purchasing power. Today's $ is the default, matching mainstream FIRE planning convention.</p>
<p>Real-Dollar mode is now also consistent end to end, and the Coast FIRE math now correctly discounts by the real return rate, which fixes a long-standing case where Coast FIRE targets could be understated by half on long horizons.</p>

<h3>Cash Flow Center &amp; Yearly Trends: Full Excel and PDF Exports</h3>
<p>Both pages now get a green <strong>Export</strong> dropdown with Excel and PDF options, matching the visual style of the existing Balance Sheet exports. The Cash Flow PDF includes a branded SavePoint header, summary cards, all four chart images (Cash Flow Trend, Top 5 Categories, Income vs Expense, Budget vs Actual), and Income Sources and Expense Categories tables that line up vertically across the page in either year or single-month mode. The Yearly Trends PDF mirrors the on-screen layout (salary breakdown, income, expenses grouped by subcategory, net cashflow, spending breakdown) plus six summary cards, a captured chart, and a year-over-year table that auto-orients landscape when four or more years are visible. Excel exports keep numbers as numbers (sortable, sumable) with currency formatting pulled from your primary currency setting, plus frozen header and first columns. Charts are captured with <strong>theme-independent colors</strong> so legend labels stay readable in either light or dark mode.</p>

<h3>Compensation Tracking: Job End Dates &amp; Multi-Role Support</h3>
<p>Base salary entries can now carry an optional <strong>end date</strong> to mark when a job actually stops (quitting, retiring, layoff) instead of having the entry run forever until superseded. A new End Job quick action on active rows opens a date picker, and the calculation engine respects the end date so a half-year job at $120k now shows $59,506.85 in actual prorated earnings instead of $120,000.</p>
<p>The compensation calc now groups by <code>(employer, job title)</code> instead of just employer, so <strong>parallel roles at the same company</strong> are tracked independently instead of having one entry silently dropped from the year total. When you add a new entry with a different job title at an employer where another entry is still active, SavePoint asks "I got promoted" or "I picked up a second role". Case-insensitive matching prevents phantom employers from typos.</p>

<h3>Notes on Balance Entries</h3>
<p>Every daily balance can now carry an optional free-text <strong>note</strong> like "Statement balance" or "Adjusted for pending transfer". The Edit Balance modal has a Notes textarea, the Recent Balance History and View All Account Balance History modals show a Notes column with hover-to-expand truncation, and CSV/Excel import treats Notes as an optional 4th column with auto-detection of common header names. Both the Balance Sheet page Export and Settings &gt; Export Daily Balances now include a Notes column as well.</p>

<h3>Trial-to-Paid Import</h3>
<p>If you've been using the SavePoint trial and decided to upgrade, the full version can now import your trial database directly from the login screen. A new <strong>Import from Trial Version</strong> button appears on fresh installs once your license is activated. Auto-detection (with a file picker fallback), preview of what will be imported, automatic backup of your current database, and full schema validation via a staging file with SQLite integrity and foreign key checks before touching your real database.</p>

<h3>Other Improvements</h3>
<p><strong>FIRE Scenarios:</strong> Scenarios now route through the same canonical projection and Monte Carlo engines as the main plan, so per-scenario MC numbers are directly comparable to the main MC tab. Per-scenario SWR overrides, Edit and Duplicate actions, a Plan column, and an Advanced Overrides section with five inputs that inherit from the parent plan when left empty.</p>
<p><strong>Settings &gt; Household:</strong> The full Household tab content is now internationalized across all 8 supported languages, matching the Tags i18n work described above.</p>
<p><strong>Transactions:</strong> Search now matches notes in addition to description, payee, category, account, and amount. Reset All Filters now clears Owner and Tag. Edit Mode keyboard shortcuts (Ctrl+S, Ctrl+A) respect Caps Lock and Shift.</p>
<p><strong>Database filename:</strong> Standardized to <code>savepoint.db</code> for new installs. Existing users are silently migrated from the legacy <code>savepoint-dev.db</code> via copy-and-atomic-rename on first launch. The original file is never touched, so you always have a natural backup.</p>

<div class="cta-section">
<h2>Download SavePoint v1.5</h2>
<p>Households, Tags, a rewritten FIRE engine, new Excel and PDF exports, and much more.</p>
<a href="https://savepointfinance.com/software-download" class="cta-button">Download v1.5</a>
</div>

<h3>Looking Ahead</h3>
<p>We're already collecting feedback on the next round. macOS support for the trial is high on the list, and there is a small batch of additional FIRE refinements (and a few often-requested reporting tweaks) lined up for the next release. More details soon.</p>

<h3>Affiliate Program</h3>
<p>If you love SavePoint and want to share it, our <a href="https://savepointfinance.com/affiliate">Affiliate Program</a> pays cash commissions on every referral that converts to a sale, with tiers starting at 30% and going up to 50%. All SavePoint purchases are eligible.</p>

<p>As always, if you run into any bugs or have ideas for how SavePoint can work better, we'd love to hear from you. Drop a comment below, message us on <a href="https://discord.gg/T4ZSNk8TT7">Discord</a>, or use the contact form on the website. We read everything and respond personally.</p>

<p>Thanks again for your support and for being part of this journey.</p>

<p>Talk soon,<br>The SavePoint Team</p>

SavePoint v1.5 is live. Households and Tags arrive in full, alongside a rewritten FIRE engine, Cash Flow & Yearly Trends exports, and compensation tracking.

SavePoint v1.5: Households & Tags Arrive, Plus FIRE Rewrite

Multi-person finance tracking across Accounts, Budget, Transactions, Balance Sheet & Reports. Flexible cross-cutting tags with Tag Summary and Tax Summary reports. Plus a fully rewritten FIRE

SavePoint v1.5: Households and Tags Are Here

<p>It is finally here. The SavePoint Free Trial is now live, and you can download it today for Windows 10+ at no cost and with no credit card required. If you have been on the fence about whether SavePoint is the right fit for the way you actually manage money, this is the easiest way to find out: install it, plug in your real data, and see for yourself.</p>

<p>Thank you again for being part of the SavePoint community. Your feedback continues to shape this product and this is one of the most-requested ways for new users to get started.</p>

<h3>What's Inside the Trial</h3>
<p>This trial is the real SavePoint program with reasonable caps so you can run 1 to 2 months of real financial data through it without re-entering anything later. A few features are omitted from the trial but are viewable in in-program videos and pictures so you can fully preview.</p>
<p><strong>Fully functional in the trial:</strong></p>
<ul>
<li><strong>Dashboard:</strong> Net worth overview, savings rate, account balances, recent transactions, budget progress, and net worth trend.</li>
<li><strong>Account Management:</strong> Up to 5 accounts, all account types, asset vs. liability breakdowns, and net worth summaries.</li>
<li><strong>Transaction Tracking:</strong> Up to 200 transactions with manual add, edit, delete, search, filter by date/account/type/category, sort, and pagination; (spreadsheet import available in the full version)</li>
<li><strong>Budget Planning:</strong> 1 full year of budgeting with budget vs. actual analysis, income planning, and subcategory management.</li>
<li><strong>Cash Flow Center:</strong> Current month vs. budget, single-month and annual summaries, drill-down modals, and interactive charts.</li>
<li><strong>Balance Sheet:</strong> Current net worth tracking, asset and liability pie charts, net worth trend lines, 3- and 6-month views, and manual balance updates.</li>
<li><strong>Settings &amp; Export:</strong> Profile, theme, date format, password, auto-lock, and full data export.</li>
<li><strong>Setup Wizard:</strong> Guided onboarding with the 50/30/20 framework so you are up and running in minutes.</li>
</ul>

<h3>Preview the Full Version Inside the Trial</h3>
<p>Everything above is fully functional. The features below are included as visual walkthroughs inside the trial, so you can see exactly what unlocks when you upgrade:</p>
<ul>
<li><strong>FIRE Planning:</strong> 6 tabs covering Overview, Projections, Monte Carlo simulations (10,000+ scenarios), What-If Scenarios, Milestones, and Settings.</li>
<li><strong>Professional Reports:</strong> All 14 report types, including Income vs Expenses, Category Breakdown, Net Worth Trend, Monthly Cash Flow, Budget Performance, Investment Performance, Debt Analysis, Income Flow Sankey, Sankey 2.0, Expense &amp; Income Trends, Tag Summary, Household Budget, and Tax Summary.</li>
<li><strong>Yearly Trends:</strong> Multi-year income and expense charts, salary timeline tracking, year-over-year category analysis, and growth rate calculations.</li>
<li><strong>Goals:</strong> Savings goals, debt payoff tracking, spending targets, and habit tracking tiles.</li>
<li><strong>Multi-Currency:</strong> 150+ currencies with auto-conversion to your base currency.</li>
<li><strong>CSV Import &amp; PDF/Excel Export:</strong> Bring in transactions, accounts, budgets, and balance sheet data, and export per-page reports.</li>
<li><strong>8 Languages:</strong> English, Spanish, French, German, Italian, Portuguese, Japanese, and Chinese, plus split transactions, notes, and merchant mapping.</li>
</ul>

<h3>Your Trial Data Carries Over</h3>
<p>This is a big one. Anything you enter in the trial can be exported from <strong>Settings &gt; Data Management</strong> and imported directly into the full version. Transactions, accounts, budgets, balances, all of it. You will never have to re-enter anything just because you decided to upgrade.</p>

<h3>100% Offline. No Credit Card. No Subscription.</h3>
<p>The SavePoint software itself collects zero data. It operates entirely on your computer and your financial information is never transmitted anywhere. A free SavePoint account (email and name) is required to download the trial so we can deliver it to you and let you know about updates, but the software itself stays offline. The full version is also fully offline.</p>

<h3>Trial User Exclusive Discount</h3>
<p>Trial users who sign up during this trial launch period are eligible for an exclusive discount when they upgrade to the full version of SavePoint. Promotional code will be emailed to the address on file when you download the program. SavePoint is a one-time purchase and you own it forever. No subscriptions, and no recurring fees.</p>

<div class="cta-section">
<h2>Download the Free Trial</h2>
<p>Try SavePoint with your real data. No credit card. Windows 10+ today, macOS coming soon.</p>
<a href="https://savepointfinance.com/trial-download" class="cta-button">Download Free Trial</a>
</div>

<h3>Looking Ahead: Version 1.5</h3>
<p>We are already hard at work on the next major update. Version 1.5 will introduce <strong>Tags</strong> and <strong>Households</strong>, among other features. Tags will let you label any transaction (reimbursables, tax-deductible spending, vacation budgets, projects, or anything that cuts across your normal categories), with 15+ default tags included. Households will bring account owners and per-member filtering across Budget, Balance Sheet, Cash Flow, and Reports for couples, families, and roommates. More on that soon.</p>

<h3>Earn With the Affiliate Program</h3>
<p>If you love SavePoint and want to share it, our <a href="https://savepointfinance.com/affiliate">Affiliate Program</a> pays cash commissions on every referral that converts to a sale, with tiers starting at 30% and going up to 50%. All SavePoint purchases are eligible. You do not need to be an influencer to participate.</p>

<p>As always, if you run into any bugs or have ideas for how the trial (or SavePoint as a whole) can work better, we'd love to hear from you. Drop a comment below, message us on <a href="https://discord.gg/T4ZSNk8TT7">Discord</a>, or use the contact form on the website. We read everything and respond personally.</p>

<p>Thanks again for your support and for being part of this journey.</p>

<p>Talk soon,<br>The SavePoint Team</p>

The SavePoint Free Trial is now live for Windows. Real Dashboard, Budget, Cash Flow, and Balance Sheet with your own data. 100% offline. No credit card.

SavePoint Free Trial Is Live: Try With Your Real Data, Free

Try SavePoint free with your real data. Dashboard, Budget, Cash Flow, and Balance Sheet. 100% offline. No credit card. Trial data carries over.

The SavePoint Free Trial Is Now Available

SavePoint Free Trial Is Now Live: Try It With Your Real Data, No Credit Card

<h2>SavePoint Community Discord Launch</h2>

<p>We have been building SavePoint from the ground up as software made by people who actually track their own finances obsessively. But great software becomes even better when there is a community around it. Today, we are excited to announce the official SavePoint Discord community.</p>

<h3>Why Discord?</h3>

<p>We wanted a place where SavePoint users and personal finance enthusiasts could connect in real time. A place to share strategies, get answers quickly, and talk about money without the awkwardness that sometimes comes with financial discussions. Discord gives us that space.</p>

<div class="highlight-box">
<h4>💡 What You Will Find in the Community</h4>
<p><strong>SavePoint Support:</strong> Get help with features, workflows, and troubleshooting directly from the team and experienced users.</p>
<p><strong>Personal Finance Discussion:</strong> Talk budgeting strategies, FIRE planning, and money optimization with like-minded people.</p>
<p><strong>Deals and Opportunities:</strong> Share time-sensitive deals, bank bonuses, credit card offers, and money-saving finds.</p>
<p><strong>Feature Requests and Feedback:</strong> Licensed users get access to premium channels where they can vote on development priorities.</p>
</div>

<h3>What the Community Offers</h3>

<p>This is not just a support forum. We built the Discord around the idea that personal finance is something we can all get better at together. You will find channels for:</p>

<p>General money discussions where no question is too basic. Budgeting tips and strategies that actually work in real life. FIRE planning conversations for those pursuing financial independence. Deal sharing for bank bonuses, cashback opportunities, and price drops. Direct access to the SavePoint team for questions and feedback.</p>

<h3>Premium Access for Licensed Users</h3>

<p>If you have purchased SavePoint, you get 12 months of access to our premium Discord channels. This includes the ability to vote on feature development priorities, early access to beta features, and direct communication channels with the development team. Your feedback literally shapes what we build next.</p>

<h3>How to Join</h3>

<p>The SavePoint Discord is open to everyone interested in personal finance, whether you use SavePoint or not. Head to our community page to find the invite link. If you are a licensed SavePoint user, you can verify your purchase in the server to unlock premium channels.</p>

<p>We genuinely believe that having control over your finances should not require giving up your data to big tech companies. This community is for people who share that belief and want to get better at managing their money on their own terms.</p>

<div class="cta-section">
<h2>Join the Conversation</h2>
<p>Connect with other privacy-conscious people who take their finances seriously. Get support, share strategies, and help shape the future of SavePoint.</p>
<a href="https://savepointfinance.com/community" class="cta-button">Join the Discord Community</a>
</div>

<p>We are looking forward to seeing you there.</p>

Join the SavePoint Discord community for support, personal finance discussions, deal sharing, and direct access to the development team.

SavePoint Community Discord Launch | Join Our Personal Finance Community

Join our community for personal finance discussion, SavePoint support, and deal sharing.

SavePoint Community Discord Launch

<p>Version 1.0.4.1 is a focused maintenance update centered on license stability 
and improving the activation experience. Not everyone will need to update to this 
version, but you may want to do so to stay on the latest release and save a bit 
of space. If you have ever been unexpectedly asked to reactivate your license 
after connecting or disconnecting a peripheral, this update resolves that. Thank 
you as always for being part of the SavePoint community. Your feedback continues 
to shape where SavePoint goes next, and we are grateful to have you along for 
the ride.</p>

<h3>License Stability Improvement</h3>
<p>If you have ever plugged in a new monitor, docked your laptop, or swapped out 
a peripheral and suddenly found yourself staring at a license reactivation prompt, 
you know how jarring that can be. It doesn't happen to everyone, but when it does, 
it's frustrating, especially when your license is perfectly valid and nothing has 
actually changed about your setup.</p>
<p>We improved how SavePoint recognizes your computer for licensing purposes. 
Previously, connecting or disconnecting certain peripherals, such as certain types 
of monitors or docking stations, could cause SavePoint to ask you to reactivate. 
<strong>This has been resolved.</strong> If you haven't had any issues with this, 
you will not notice any changes at all.</p>
<p>Your existing license will continue to work and no action is needed on your 
part. We do recommend launching this update for the first time with the same setup 
you normally use, or the setup you originally activated with. After that first 
launch, you can connect or disconnect peripherals freely without being asked to 
reactivate.</p>

<h3>Activation Instructions Improved</h3>
<p>This one is mostly a hidden update for those who already have the program up 
and running. The license activation window now provides clearer step-by-step 
instructions and includes a direct link to the License Redemption page as well as 
a link to our video walkthrough on YouTube. Both links can be copied with a single 
click and pasted into your browser, so you do not have to go hunting for resources 
when you are in the middle of getting set up.</p>

<h3>Built-In Video Tutorials Removed</h3>
<p>This one was a tough call. The built-in video tutorials have been removed from 
the program and now link directly to our YouTube channel, where you can always 
find the latest versions of all tutorial videos. To stay true to our local-only 
promise, the program does not navigate you to the website directly. You will need 
to copy the links to open them in your browser.</p>
<p>The upside of this change is significant: it drops the Windows installer size 
from over 1GB down to less than 150MB, which should make downloading and updating 
considerably faster for most users.</p>

<h3>Get the Update</h3>
<p>Version 1.0.4.1 is available now. Current users have this update available at 
no additional cost. As always, you can download the latest version from the link 
below.</p>

<div class="cta-section">
<h2>Download SavePoint v1.0.4.1</h2>
<p>A focused maintenance update with license stability improvements, a clearer 
activation experience, and a much smaller installer. Login to download the latest 
version.</p>
<a href="https://savepointfinance.com/software-download" class="cta-button">
Download v1.0.4.1</a>
</div>

<p>As always, if you run into any bugs or have ideas for how SavePoint can work 
better for you and others, I'd love to hear from you. Whether it's a comment 
below, a message on <a href="https://discord.gg/T4ZSNk8TT7">Discord</a>, or the 
contact form on the website, we do read everything and respond personally. It 
genuinely helps shape where this goes next and we very much appreciate your 
support!</p>
<p>Thanks again for your support and for being part of this journey.</p>
<p>Talk soon,<br>The SavePoint Team</p>

SavePoint v1.0.4.1 is now available.This maintenance update fixes a license reactivation issue, improves activation instructions, and reduces the installer size

SavePoint v1.0.4.1 - License Stability Update

SavePoint v1.0.4.1 resolves a license reactivation issue caused by connecting or disconnecting peripherals, improves the activation window, and cuts the Windows installer size from over 1GB t

SavePoint v1.0.4.1 - License Stability and Activation Improvements

SavePoint v1.0.4.1 Released - License Stability and Activation Improvements

<p>Version 1.0.4 is here, and this one is a big one. Three major features, a handful of quality of life improvements, and a batch of bug fixes. Thank you again for being part of the SavePoint community. Your feedback and support continue to shape the future of SavePoint, and we are incredibly grateful for the opportunity to have you along for the ride.</p>

<h3>Split Transactions</h3>
<p>If you've ever made a single purchase that really belongs in more than one budget category, you know the frustration. A $150 Costco trip isn't really all groceries. Some of it is household supplies, some is food, maybe some is personal care. I have personally made purchases online that included items for myself and included gifts. I have a gift category, but transactions with multiple products are hard to track. Previously, you had to pick one category and call it close enough. That's fine for a quick glance, but over time, it means your budget and spending reports could be a bit farther from reality.</p>
<p>With this update, you can now <strong>split any income or expense transaction across multiple categories</strong> with no limit on the number of splits. The split editor is designed to give you flexibility. The editor includes the ability to split one transaction into multiple via fixed dollar or percentages, all visually tracked by a progress bar. You can also add notes for each entry, and also use an Even Split option to quickly recalibrate, if you can't recall dollar for dollar how much each category should contain.</p>
<p>You can split at creation time directly within the Add Transaction modal, or split existing transactions from the actions column in the transaction table. Split transactions display a "Split" icon in the category column that you can click to expand and view each split's category and amount. Your splits feed into the rest of the program as well. You will find them in your Budget, Cashflow, Dashboard, Reports, Yearly Trends, and FIRE calculations automatically. Your Excel and CSV exports also expand splits into individual rows with Split and Split Group columns for easy analysis.</p>
<p>We hope that this is one of those features that will be useful for both the average and power user alike. You may not split all transactions, but you now have the ability to do so on demand.</p>
<img src="/api/uploads/blog/1774219935726-screenshot-2026-03-22-184538.png" alt="Split Transactions view." style="max-width: 75%; display: block; margin-left: auto; margin-right: auto; height: auto; border-radius: 8px; margin: 1.5rem 0;" />
<p style="text-align: left; font-size: 0.875rem; color: #6b7280; font-style: italic; margin-top: -1rem; margin-bottom: 1.5rem;">Split Transactions view.</p>

<h3>Quicken QIF/QFX/OFX Import</h3>
<p>SavePoint already supported CSV and Excel imports, which covers the majority of bank spreadsheet exports. But if you're coming from Quicken or your bank provides QFX/OFX statement downloads, getting that data into SavePoint meant converting to CSV first, or sacrificing prior years of data. Now, that potential hurdle is gone.</p>
<p>You can now <strong>import transactions and accounts directly from QIF, QFX, and OFX files in your Accounts and Transactions pages</strong>. QIF import handles transactions, categories, split transactions, transfers, check numbers, and memo fields. Multi-account QIF files are detected automatically so all your accounts can be imported in a single pass. QFX and OFX import handles both the older SGML format and the newer XML format, and uses your bank's unique transaction ID (FITID) for much stronger duplicate detection than date-and-amount matching alone.</p>
<p>Account types are automatically mapped. Bank becomes Checking, CCard becomes Credit Card, Invst becomes Investment, and so on (these can be changed during your import). SavePoint auto detects the format based on file extension, and your existing CSV and Excel import workflow is completely unaffected. Just drag and drop or browse for your file and the import wizard handles the rest.</p>

<h3>Compensation Tracking & Multi-Job Support</h3>
<p>The salary tracking section of Yearly Trends has been completely redesigned into a full compensation tracking system. The previous version let you log a salary amount per year. That's fine if you have one job with a simple salary (and it also accounted for raises for that one job), but it doesn't capture the full picture for a lot of people, who may work multiple jobs, have hourly wages, or receive bonuses.</p>
<p>You can now track <strong>five compensation types</strong>: Base Salary (time-weighted across the year), Bonus, Commission, RSU/Stock, and Other, each displayed with a color-coded badge. Pay frequencies include Annual, Monthly, Biweekly, Weekly, and Hourly, with all amounts automatically normalized to annual figures for calculations. For those with multiple income sources, you can <strong>track compensation across multiple employers</strong> with per-employer breakdown rows in both the table and the chart.</p>
<p>The yearly chart now shows a Base Salary line and a Total Compensation line when bonus or other compensation data exists. It gives you a much more complete and accurate view of how your total compensation has evolved over time.</p>
<img src="/api/uploads/blog/1774219973312-screenshot-2026-03-22-184727.png" alt="Manage Compensation screen." style="max-width: 75%; display: block; margin-left: auto; margin-right: auto; height: auto; border-radius: 8px; margin: 1.5rem 0;" />
<p style="text-align: left; font-size: 0.875rem; color: #6b7280; font-style: italic; margin-top: -1rem; margin-bottom: 1.5rem;">Manage Compensation screen.</p>
<img src="/api/uploads/blog/1774219997537-screenshot-2026-03-22-184841.png" alt="Compensation Summary." style="max-width: 75%; display: block; margin-left: auto; margin-right: auto; height: auto; border-radius: 8px; margin: 1.5rem 0;" />
<p style="text-align: left; font-size: 0.875rem; color: #6b7280; font-style: italic; margin-top: -1rem; margin-bottom: 1.5rem;">Compensation Summary.</p>

<h3>Import Batch Tracking</h3>
<p>Every transaction and balance sheet import is now tracked with a batch ID that includes the date and original filename. A new "Import Batch" filter in the Transactions filter bar lets you quickly find, review, or bulk-delete an entire import. The Transaction page, and also the Balance Sheet Account Balance History section, also includes an Import Batch column and filter. If you've ever imported the wrong file or needed to undo an import, this makes that process much more straightforward. And you can also use this to quickly review imports by a specific account or upload, again for easy updates and analysis.</p>

<h3>Other Improvements</h3>
<p><strong>Dashboard: Account Balances module:</strong> The "Total (Grouped)" view is now sorted by balance descending within each group, with assets displayed first followed by liabilities.</p>
<p><strong>Balance Sheet: Auto-Apply Filters:</strong> Filters in the Account Balance History modal now apply instantly on change. You no longer need to click Apply after each selection.</p>
<p><strong>Yearly Trends: Saved Preferences:</strong> Your hidden years, the "Recent Years Only" toggle, and the "Hide $0 Categories" toggle now persist between visits, so your preferred view is remembered each time you return. Also the Year Columns from All Sources columns now appear when compensation entries or budgets exist for that year, even if no transactions are recorded. Previously, a year with only salary and budget data would not appear.</p>
<p><strong>Other Bug Fixes:</strong> Fixed uncategorized transactions breaking the Yearly Trends page, fixed Goal Details chart showing inflated values, fixed custom account types missing from the Balance Sheet import dropdown, and several other stability improvements.</p>

<h3>Get the Update</h3>
<p>Version 1.0.4 is available now. Current users have this update available at no additional cost. As always, you can download the latest version at your pleasure from the link below.</p>
<div class="cta-section">
<h2>Download SavePoint v1.0.4</h2>
<p>Our biggest update yet. Split transactions, Quicken import, full compensation tracking, and more. Login to download the latest version.</p>
<a href="https://savepointfinance.com/software-download" class="cta-button">Download v1.0.4</a>
</div>
<p>As always, if you run into any bugs or have ideas for how SavePoint can work better for you and others, I'd love to hear from you. Whether it's a comment below, a message on <a href="https://discord.gg/T4ZSNk8TT7">Discord</a>, or the contact form on the website, we do read everything and respond personally. I try to response relatively quickly, so don't hesitate to reach out! It genuinely helps shape where this goes next and we very much appreciate your support!</p>
<p>Thanks again for your support and for being part of this journey.</p>
<p>Talk soon,<br>The SavePoint Team</p>






SavePoint v1.0.4 adds split transactions, Quicken QIF/QFX/OFX import, redesigned compensation tracking with multi-job support, and import batch tracking.

SavePoint v1.0.4 - Split Transactions, Quicken Import & More

Our biggest release yet. Split transactions across categories, import from Quicken and bank statement files, and track total compensation across multiple jobs.

SavePoint v1.0.4 - Split Transactions, Quicken Import & Compensation Tracking

SavePoint v1.0.4 Now Available - Split Transactions, Quicken Import, and Compensation Tracking

<p>Version 1.0.3 is here, and while it may not be the longest changelog we've ever posted, this one should make a real difference for anyone who imports data regularly. Thank you again for being part of the SavePoint community. Your feedback and support continue to shape the future of SavePoint, and we are incredibly grateful for the opportunity to have you along for the ride.</p>

<h3>The Problem</h3>
<p>If you've been using SavePoint's import tools for Transactions or Balance Sheet, you already know the flow. You export a spreadsheet from your bank or financial institution, bring it into SavePoint, map the columns, and you're good to go. It's designed to make the process of getting your financial data into SavePoint as painless as possible. As a quick refresher, Transactions represent your cashflow (income/money in and expenses/money out), while the Balance Sheet represents the snapshot of your account balances at any given time, which together make up your net worth (assets minus liabilities).</p>
<p>But here's the thing. While most financial institutions format their spreadsheets with the header row as the first row in the file, that isn't always the case. Some banks include disclaimer text, account information, or other rows above the actual column headers. Previously, that meant you had to open the file, delete those extra rows, save it, and then import it into SavePoint. Not the end of the world, but when you're doing it every month across multiple accounts, it adds up.</p>

<h3>The Fix: Header Row Selector</h3>
<p>This update adds a Header Row selector directly within SavePoint, so you can now indicate which row contains your column headers without having to open and manually clean up each spreadsheet file every month. In the Column Mapping step for both Transactions and Balance Sheet imports, you'll now see a selector that lets you cycle through each row and preview the header names directly within SavePoint. Pick the right one, and the rest of the import flows exactly as before. This is the first step in the import flow and should save you meaningful time if you import data regularly.</p>
<p>It's a straightforward change, but it was one of those things that once you notice, you can't stop noticing. We're glad to have it sorted out.</p>

<h3>Other Minor Updates</h3>
<p><strong>Transactions Import - Account Selection Improvement:</strong> In Step 2 of the spreadsheet import, the Account Selection dropdown no longer defaults to an account. This aims to prevent accidentally attributing an upload to the wrong account. It is a small change, but hopefully will help minimize minor hiccups along the way.</p>
<p><strong>Help File Updates:</strong> We included a few minor tweaks to the help files to better represent how Account Balances are updated and to clarify the spreadsheet import process.</p>

<h3>Get the Update</h3>
<p>Version 1.0.3 is available now. As always, you can download the latest version at your pleasure from the link below.</p>
<div class="cta-section">
<h2>Download SavePoint v1.0.3</h2>
<p>Update to the latest version and spend less time editing spreadsheets and more time understanding your finances. Login to download the latest version.</p>
<a href="https://savepointfinance.com/software-download" class="cta-button">Download v1.0.3</a>
</div>
<p>As always, if you run into any bugs or have ideas for how SavePoint can work better for you and others, I'd love to hear from you. Whether it's a comment below, a message on <a href="https://discord.gg/T4ZSNk8TT7">Discord</a>, or the contact form on the website, we do read everything and respond personally. It genuinely helps shape where this goes next and we very much appreciate your support!</p>
<p>Thanks again for your support and for being part of this journey.</p>
<p>Talk soon,<br>The SavePoint Team</p>

SavePoint v1.0.3 adds a Header Row selector to the Transactions and Balance Sheet import wizards, so you can import bank spreadsheets without editing them first

SavePoint v1.0.3 Released - Smarter Spreadsheet Imports

A major quality of life improvement to the spreadsheet import process. Choose your header row directly within SavePoint, no more editing files before importing.

SavePoint v1.0.3 - Smarter Spreadsheet Imports

SavePoint v1.0.3 Now Available - More Efficient Spreadsheet Imports

<h2>SavePoint Mac Version Released</h2>
<p>SavePoint is now available for macOS. If you've been running Windows or waiting for Mac support, the wait is over.</p>

<h3>Same Features, Different Platform</h3>
<p>The Mac version includes everything from the Windows release: full budgeting system, FIRE planning with Monte Carlo simulations, balance sheet tracking, cash flow analysis, Sankey diagrams, and all 10+ report types. Your financial data stays on your Mac, never touching our servers or any cloud service.</p>

<div class="feature-box">
<h4>Mac System Requirements</h4>
<p><strong>Operating System:</strong> macOS 11 (Big Sur) or later</p>
<p><strong>Processor:</strong> Apple Silicon (M1/M2/M3) or Intel</p>
<p><strong>RAM:</strong> 4GB minimum, 8GB recommended</p>
<p><strong>Storage:</strong> 2GB available space</p>
<p><strong>Internet:</strong> Required only for initial license activation</p>
</div>

<h3>A Note on macOS Security</h3>
<p>SavePoint is distributed outside the Mac App Store. When you first launch the application, macOS may show a security warning because the app isn't from an "identified developer" in Apple's ecosystem.</p>

<p>To open SavePoint: Right-click (or Control-click) the application icon and select "Open" from the context menu. You'll see a dialog asking if you're sure. Click "Open" to proceed. You only need to do this once.</p>

<p>We chose not to distribute through the App Store to maintain complete control over the software and avoid the restrictions Apple places on App Store applications. This also keeps our costs lower, which we pass on through pricing.</p>

<h3>Getting Started</h3>
<p>Download SavePoint from our website. After installation, you'll need your license key for activation. If you purchased SavePoint previously, your existing license works on Mac. Our license allows installation on up to two devices, so you can run SavePoint on both Mac and Windows if needed.</p>

<p>Transferring data between Mac and Windows versions works through export and import. Export your database from one platform and import it on the other. Your complete financial history moves with you.</p>

<div class="cta-section">
<h2>Download for Mac</h2>
<p>SavePoint for macOS is available now. Same privacy-first approach, same powerful features, native Mac experience.</p>
<a href="https://savepointfinance.com/purchase" class="cta-button">Get SavePoint for Mac</a>
</div>

SavePoint personal finance software is now available for macOS. Full feature parity with Windows, complete offline privacy, one-time purchase.

SavePoint Mac Version Now Available

SavePoint personal finance software now available for macOS with all features and complete offline privacy.

SavePoint Mac Version Released

<p>Great news for Mac users: SavePoint is now available for macOS. Whether you're running the latest macOS Sequoia or an earlier version, you can now track your finances with the same powerful, offline-first tools that Windows users have been enjoying.</p>

<h3>What You Get with SavePoint for Mac</h3>
<p>The Mac version includes everything from the Windows release: comprehensive budgeting, FIRE planning with Monte Carlo simulations, balance sheet tracking, cash flow analysis, and support for 150+ currencies in 8 languages. Your financial data stays completely on your device, just as it should.</p>

<h3>A Note About Installation</h3>
<p>Since SavePoint is distributed independently rather than through the Mac App Store, macOS will show a security prompt when you first open the application. This is normal for any app downloaded outside the App Store. To open SavePoint, right-click the application and select "Open" from the menu, then click "Open" again in the dialog that appears. You only need to do this once.




<div class="highlight-box">
  <h4>💡Another Technical Workaround We Recommend</h4>
  <p><ul>
  <li>Download SavePoint.dmg from the website</li>
<li>Double-click the downloaded SavePoint.dmg file. A new window will pop open</li>
<li>Drag SavePoint into the Applications folder (there’s usually a shortcut in that window)</li>
<li>Close that window, then right-click the SavePoint icon on your desktop or sidebar and click Eject (Open Finder then go to Applications and then go to Utilities and finally Terminal</li>
<li>Copy and paste this line exactly: <strong>xattr -cr /Applications/SavePoint.app</strong>, then press Enter:</li>
<li>You can then close the terminaln</li>
<li>Go to your Applications folder and double-click SavePoint. It should open normal!</li>
</ul>
</ul></p>
</div>
</p>

<h3>Same One-Time Purchase, Both Platforms</h3>
<p>Your SavePoint license works on both Windows and Mac. If you've already purchased SavePoint for Windows, you can download and install the Mac version using the same license. If you're new to SavePoint, a single purchase gives you access to both platforms.</p>

<div class="cta-section">
<h2>Ready to Take Control of Your Finances on Mac?</h2>
<p>Download SavePoint for Mac today and start tracking your net worth, building budgets, and planning your path to financial independence. No subscriptions, no cloud required.</p>
<a href="https://savepointfinance.com/purchase" class="cta-button">Get SavePoint</a>
</div>

SavePoint personal finance software is now available for macOS. Download and start tracking your finances with powerful offline-first tools.

SavePoint Mac Version Now Available | SavePoint Finance

SavePoint personal finance software is now available for macOS. Powerful offline-first tools for budgeting and FIRE planning.

<p>We are excited to share that SavePoint v1.0.1 is now available, which also includes the first official macOS release!</p>
<h3>macOS Release</h3>
<p>SavePoint for macOS contains the same features as the Windows version. The only difference is that embedded video tutorials are not currently included in the Mac release due to compiler issues. If needed, these videos are available on our <a href="https://www.youtube.com/playlist?list=PLhBeCVsx64Mgya5fNpJsKeD_3ry5DhB83">SavePoint Tutorial Playlist</a>.</p>
<div class="highlight-box">
<h4>📋 License Note for Existing Users</h4>
<p>Current SavePoint users can download a copy of the Mac program as well. However, please note that your purchase includes 2 license keys. If you already used one for Windows, you have one license remaining for either the Mac release or a future desktop transfer.</p>
<p>As a reminder, all users receive a new license for hardware replacement every two years automatically.</p>
</div>
<h3>What's New in v1.0.1</h3>
<p><strong>Improved Expense and Refund Calculations.</strong> This update improves how expenses and refunds are calculated throughout the program, resulting in more accurate totals, reports, and financial insights.</p>
<p><strong>Enhanced Dashboard Consistency.</strong> We have enhanced dashboards, FIRE planning, and yearly trends with unified logic for better consistency across all views.</p>
<p><strong>Smoother Data Imports.</strong> Importing data is now smoother with clearer validation, smarter account mapping, and improved sorting across the platform.</p>
<p>For a detailed changelog, please log in and visit the Software Downloads page at: <a href="https://savepointfinance.com/software-download">savepointfinance.com/software-download</a></p>
<div class="feature-box">
<h4>💡 Update Instructions</h4>
<p>If you choose to update your SavePoint, the installer will handle the process directly. No need to uninstall first.</p>
<p><strong>Important:</strong> Please click "No" if asked to delete your database. This prompt will be removed in future versions.</p>
</div>
<p>Thank you for being part of the SavePoint journey! We appreciate your input along the way.</p>
<p>Gratefully,<br>
The SavePoint Team</p>
<div class="cta-section">
<h2>Download the Update</h2>
<p>Log in to access the latest version of SavePoint for Windows or macOS.</p>
<a href="https://savepointfinance.com/software-download" class="cta-button">Software Downloads</a>
</div>

SavePoint v1.0.1 brings the first official macOS release plus improved expense calculations, smoother imports, and enhanced dashboard consistency.

SavePoint v1.0.1 Now Available (Including macOS!)

First official macOS release plus key improvements to calculations, imports, and dashboards.

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SavePoint v1.0.1 Now Available (Including macOS!)

Personal Finance Blog

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SavePoint Free Trial Is Now Live: Try It With Your Real Data, No Credit Card

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SavePoint v1.0.4.1 Released - License Stability and Activation Improvements

SavePoint v1.0.4 Now Available - Split Transactions, Quicken Import, and Compensation Tracking

SavePoint v1.0.3 Now Available - More Efficient Spreadsheet Imports

SavePoint Mac Version Released

SavePoint Mac Version Now Available

SavePoint v1.0.1 Now Available (Including macOS!)

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