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Personal Wallet

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Required Apps Contacts (contacts)
Invoicing (account)
Discuss (mail)
Technical Name personal_wallet
License OPL-1
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Technical Name personal_wallet
License OPL-1

Personal Wallet

Manage your personal income and expenses directly in Odoo

Personal Wallet is a complete personal finance management solution built for Odoo. It allows you to control your money, track expenses, manage debts, and make better financial decisions using a centralized dashboard.

+593 96-313-3656

Key Highlights

Register income and expenses

Records of income and expenses by account

Expense categorization

We can assign a category to expenses to identify what the money is being spent on

Debt and loan tracking

It allows you to register and track outstanding debts or receivables

Automatic calculations and summaries

The system automatically calculates account balances based on transactions, and also generates automatic transactions for debts and transfers

Integration with Odoo contacts

The module uses Odoo's native contacts for registrations

Interactive financial dashboard

We have a dynamic dashboard where we can see a summary of our income and expenses by category

Translations

Different translations Available Eg : English, Espanish

Key Highlights

Accounts

Transactions

Debts

Contacts

Dashboard

Frequently Asked Questions

Our module is designed for the everyday use of an individual, facilitating the recording and control of their finances, helping them to make sound financial decisions:

Key Features:
  • Get full visibility of your personal finances
  • Improve financial habits
  • Make informed financial decisions
  • All your financial data inside Odoo

Being online, you can access it from your mobile device and quickly register your financial transactions, allowing you to stay up-to-date on all your accounts and know at all times how much real money you have available.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.