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In development · limited preview planned

A simpler, less-bloated, lower-cost personal finance manager.

Clear Path Personal Finance Manager, or CP-Finance, is being built for people who want capable account, transaction, import, and investment management without the cost or complexity of traditional, legacy desktop personal-finance software.

Express Preview Interest →
Development preview

A familiar register in a cleaner workspace.

CP-Finance brings account navigation, balances, transaction entry, categories, transfers, search, and file-based download workflows into a focused desktop interface.

Development preview — interface and features may change.
CP-Finance development preview showing account balances, transaction entry, and a checking account register
CP-Finance register preview. A familiar account-and-transaction workflow without the visual clutter common in traditional legacy desktop personal-finance software. Select the image to view it at full size.
What CP-Finance is trying to solve

Everyday financial management should not require a large subscription or a maze of features.

Many people still want a local, register-centered application but do not need every online service, automated connection, advisory feature, or planning module bundled into larger products.

CP-Finance is being designed as a simpler, less-bloated, lower-cost alternative that preserves the useful workflows people expect from desktop personal-finance software.

Local control without direct bank connections

The planned workflow centers on user-controlled application files and file-based financial-institution imports rather than requiring direct bank-account connections.

The goal is clear ownership, understandable imports, and practical account management without adding services the user does not need.

Work in progress

Focused on the financial-management core.

The current development effort is establishing reliable desktop workflows before any public preview is offered.

Accounts and registersManage accounts, transactions, categories, transfers, and balances in familiar workflows.
File-based importsImport supported financial-institution downloads without requiring direct bank-account connections.
Investment trackingTrack investment accounts, holdings, activity, brokerage cash, and valuations.
Mobile directionBegin desktop-first while working toward more practical mobile access and support.

Not available yet

CP-Finance is active development software and is not currently offered for download, purchase, or general beta use. A limited preview may be offered after the core workflows and data protections are ready for outside testing.

Dates and pricing have not been announced. Expressing interest does not create an account, reservation, purchase commitment, or guarantee of access.

CP-Finance is an independent Clear Path Innovations project. It is not affiliated with or endorsed by Quicken or other personal-finance software providers. Product names may be trademarks of their respective owners.