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The financial aspect of the qSelf project tracks and processes expenses, investments, income, assets, and logistics:

  • Expenses: The fundamental unit tracked is transactions. For more information see the Transactions page.
  • Investment: The investment portfolio is tracked using transaction data, with extra information, and is stored in the investment table. For more information see the Investment page.
  • Assets and Logistics: Records asset purchases and monitors their value, state, and location with a logistics component. For more information see the Assets page.


To keep financial information accurate, the reconciliation flows run on a set schedule to check that the liquid money available, investment portfolio value, asset value, and other balances correspond with the reality. This is the primary function of the 4 Finances flow, which serves all the other financial subflows.