Feed your spreadsheet.
Not a subscription.
One click from bank balances to CSV. $29 once. No cloud. No lock-in. The privacy-first bridge between your financial accounts and your spreadsheet.
Free 14-day trial · No credit card · Windows 10+
| Account | Balance | Type |
|---|---|---|
| Checking | $4,230.81 | Checking |
| Savings | $12,647.33 | Savings |
| Visa Card | -$842.19 | Credit Card |
| Brokerage | $78,510.02 | Investment |
This is what BalVault writes to your CSV. Open it in any spreadsheet app.
How it works
Three steps from bank login to spreadsheet-ready data.
Install BalVault
Download the 50MB installer, run BalVaultStart.bat. Creates Start Menu and Desktop shortcuts.
Connect SimpleFIN
Get a setup token from bridge.simplefin.org ($1.50/mo). Paste it once. No bank credentials stored.
CSV lands in your spreadsheet
BalVault fetches balances and writes them to a CSV. Open in LibreOffice, Excel, or Google Sheets. Done.
Why not Tiller, Monarch, or YNAB?
BalVault is the only one-time-purchase, local-first financial aggregator.
| BalVault | Tiller | Monarch | YNAB | |
|---|---|---|---|---|
| Price | $29 once | $99/year | $99.99/year | $109/year |
| Local data | Yes — CSV on your PC | Google/Microsoft cloud | Cloud-only | Cloud-only |
| Subscription | None | Required | Required | Required |
| CSV export | Core feature | Google Sheets only | Buried in settings | Limited |
| Windows app | Native | Web only | Web + mobile | Web + mobile |
| 3-year cost | $29 | $297 | $300 | $327 |
Your data never touches our servers
Because we don't have any.
No account required
Install and run. No sign-up, no email, no login.
Data stays on your PC
Balances write to a local CSV. Nothing uploaded anywhere.
SimpleFIN handles auth
Your bank credentials are never stored. Read-only access via a token you control.
No phone-home DRM
Your activation key is validated locally. The app never calls home.
Ready to own your financial data?
Download BalVault, connect SimpleFIN, and watch your balances flow into your spreadsheet. $29 once. Free trial, no credit card.
Free 14-day trial · Windows 10+ · ~50 MB