SavePoint FREE DOWNLOAD - NO CREDIT CARD

Download SavePoint Free Trial

Professional personal finance software - try it free with your real data. Full dashboard, budgeting, transactions, cash flow, and balance sheet. 100% offline. No subscriptions. One-time purchase for this version. Your data never leaves your computer.

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Windows
Windows 10 or later (64-bit)
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macOS
macOS 11 Big Sur or later
✓ No Credit Card
🔒 100% Offline
💾 Data Carries Over to Full Version
💰 Trial Users Get Upgrade Discount

What's Inside the Trial

Real features with real data. Enough to manage 1-2 months of your finances.

Functional in Trial

  • Dashboard - net worth, savings rate, balances, budget progress
  • Up to 5 accounts - all account types, assets, liabilities, net worth summary
  • Up to 200 transactions - manually add, edit, delete, filter, search, sort
  • 1 budget year - budget vs. actual, income plans, subcategories
  • Cash Flow Center - monthly vs. budget, annual summary, charts
  • Balance Sheet - net worth, pie charts, trend lines, 3/6-month views
  • Settings - profile, theme, date format, auto-lock, data export
  • Setup Wizard - guided onboarding with 50/30/20 framework

Unlocked in Full Version

  • Dashboard - all modules unlocked
  • Unlimited accounts - no cap on number or type
  • Unlimited transactions - no cap, full history
  • Unlimited budget years - one per calendar year, no limit
  • Cash Flow Insights - drill-down analysis algorithm
  • FIRE Planning - 6 tabs: Overview, Projections, Monte Carlo, Scenarios, Milestones, Settings
  • 14 Report types - Income vs Expenses, Category Breakdown, Tax Summary, Household Budget, Tag Summary, and more
  • Yearly Trends - multi-year charts, salary timeline, YoY analysis
  • Goals - savings goals, debt payoff, spending targets, habit tracking
  • Households & Account Owners - for couples, families, roommates (coming in v1.05)
  • Multi-Currency - 150+ currencies with auto-conversion
  • CSV Import & PDF/Excel exports
  • Transaction Tags (coming in v1.05), Notes, Split Transactions, Merchant Mapping, 8 Languages

Get Started in Minutes

1

Create Account

Sign up for a free SavePoint account. No credit card required.

2

Download

Download the installer for Windows or macOS above.

3

Install & Open

Run the installer and launch SavePoint. The Setup Wizard guides you through.

4

Start Managing

Add your accounts and transactions. Everything you enter carries over when you upgrade.

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Your Data Carries Over. Nothing Is Wasted.

Any data you enter in the trial can be exported from Settings > Data Management and imported directly into the full version. Transactions, accounts, budgets, balances - everything transfers.

TRIAL USER EXCLUSIVE

Trial Users Get a Limited Discount on the Full Version

Sign up during the trial period and receive an exclusive discount when you upgrade. One-time purchase for this version. Own it forever. No subscriptions, no recurring fees.

System Requirements

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Windows

  • OS: Windows 10 or later (64-bit)
  • RAM: 4GB minimum, 8GB recommended
  • Storage: 2GB available space
  • Processor: Intel/AMD x64 compatible
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macOS

  • OS: macOS 11 Big Sur or later
  • RAM: 4GB minimum, 8GB recommended
  • Storage: 2GB available space
  • Processor: Apple Silicon (M1/M2/M3/M4) or Intel x64

Ready to Take Control of Your Finances?

Download the free trial or explore the full version. No risk, no credit card, your data stays private.

⬇️ Download Free Trial View Full Version →