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In development · limited preview planned

A practical, lower-cost personal finance manager.

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

Express Preview Interest → About Clear Path Innovations
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.
Work in progress

Focused on everyday financial management.

The current development effort is establishing the core desktop application 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.

What CP-Finance is trying to solve

Many personal-finance users still want a local, register-centered application but do not need every subscription service, automated connection, or planning feature bundled into larger products.

CP-Finance is being designed as a focused alternative with clear data ownership, useful import workflows, and a modest long-term price target.

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.

Preview 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.