GDM Finance Manager Documentation

Overview

What Finance Manager Does

GDM Finance Manager helps one licensed user run a personal money system from a cloud workspace: accounts, transaction history, categories, monthly budgeting, goals, bills, debt, net worth, CSV imports, and reports.

The first version is personal-use focused. Business workspaces, household sharing, bank sync, and Open Banking are intentionally outside the first release.

Core Workflow

Start Simple, Grow Into Power Tools

Create your first account and opening balance.
Choose flexible tracking or strict zero-based budgeting.
Use starter categories or create your own.
Add transactions manually or review a CSV import.
Track bills, goals, debt, and net worth from the dashboard.

Included Modules

Personal Finance Suite

Dashboard command center Accounts and balances Manual transactions CSV import review Monthly budget Goals Scheduled bills Debt payoff Net worth Reports Export Delete workspace data

Data And Privacy

Cloud Stored, Carefully Scoped

Finance Manager stores personal finance records in Cloudflare D1 under the signed-in GDM account that owns the workspace. API routes enforce user ownership on every finance record.

Finance content such as account names, balances, payees, transaction notes, category names, report details, and CSV contents must not be logged for diagnostics. Export and delete controls are part of the first release.

Licensing

License-Gated Product Access

Finance Manager uses the existing GDM license and Stripe payment system. The app validates or activates an existing license for product code FIN-MGR; it never creates license keys.