Run FamilyFunds entirely on your own device — no internet required after setup. Your financial data never leaves your machine.
Part 1 — Web platform
Open your browser and navigate to the platform. Sign in with your Premium account credentials.
Click the Profile button in the top-right navigation bar after signing in.
Scroll down to the Premium section on the Profile page. You will see a dark panel titled Download Desktop App — this panel is visible only to Premium users.
Inside the "Download Desktop App" panel, click the button that matches your OS:
Save the file to a folder you can find easily — your Downloads folder works well.
Still on the Profile page, click the
Download Setup Config button.
This downloads a file called setup_config.json.
Place setup_config.json in the same folder
as the installer you downloaded in Step 4.
Part 2 — Installation
Double-click FamilyFunds_Setup_Windows.exe in your Downloads folder.
If Windows SmartScreen shows a blue warning screen, click More info then Run anyway. This warning appears because the app hasn't yet built a widespread reputation with Microsoft — it is completely safe.
%LOCALAPPDATA%\Programs\FamilyFunds folder, not in
Program Files.Click Next through the wizard. On the final page, leave Launch FamilyFunds checked and click Finish.
The wizard creates a Desktop shortcut and a Start Menu entry for future launches.
FamilyFunds opens your default browser at
http://127.0.0.1:8765.
It reads setup_config.json on first run, creates your account,
restores your data snapshot, then deletes the config file
for security.
A small tray icon appears in the Windows system tray (bottom-right corner of taskbar). The server keeps running after you close the browser tab — right-click the tray icon to reopen or quit.
Use the Desktop shortcut, the Start Menu, or right-click the system tray icon and choose Open FamilyFunds.
Double-click FamilyFunds_Mac.dmg in your Downloads folder.
A Finder window opens showing the FamilyFunds app icon and an Applications folder shortcut.
Drag the FamilyFunds icon onto the Applications folder shortcut in the DMG window. Wait for the copy to finish, then eject the DMG (drag it to Trash or press ⌘+E).
Copy setup_config.json into the same
Applications folder, next to FamilyFunds.app.
macOS Gatekeeper blocks apps not distributed via the App Store on first open. To bypass this:
1. Open Finder → Applications and locate FamilyFunds.
2. Right-click (Control-click) → Open.
3. Click Open in the confirmation dialog.
FamilyFunds opens your browser at http://127.0.0.1:8765.
Your account and data are set up from the config file, which is then deleted.
A menu-bar icon appears in the top-right of your screen — click it to reopen
the app or quit.
Open Launchpad, or press ⌘+Space and type FamilyFunds. Or click the menu-bar icon.
Open a terminal and run:
Or: right-click the file in your file manager → Properties → Permissions → enable Allow executing file as program.
Make sure both files are in the same directory before launching:
Double-click the AppImage in your file manager, or run from terminal:
sudo apt install libfuse2sudo dnf install fuse-libsFamilyFunds opens your browser at http://127.0.0.1:8765.
Your account and data are created from the config file,
which is then deleted for security.
A system tray icon keeps the server running in the background.
Part 3 — Optional
AI features (chat, analytics, portfolio insights) require your own API key. Core features like Portfolio, Budget, Planning, and Bookkeeping work without any key.
With the app running, go to:
http://127.0.0.1:8765/desktop/settings
Or click Desktop Settings in the Download Desktop App card on your Profile page.
Claude (Anthropic) — recommended:
Go to console.anthropic.com →
API Keys →
Create Key. Free tier available.
Gemini (Google):
Go to aistudio.google.com/apikey →
Create API key. Free tier available.
In Desktop Settings, paste your key into the appropriate field, click Test to verify it works, then click Save Settings. Your key is stored locally on your device only.
Help & troubleshooting
Windows: %APPDATA%\FamilyFunds\
(typically C:\Users\YourName\AppData\Roaming\FamilyFunds\)
macOS: ~/Library/Application Support/FamilyFunds/
Linux: ~/.local/share/FamilyFunds/
All your financial data, session files, and settings live in this folder. You can back it up at any time by copying the folder.
Yes — all core features work without internet. An internet connection is only needed for:
• Live stock price lookups in the Portfolio page
• AI chat/analytics if you use an external API key (Claude or Gemini)
Download the new installer from the Download Desktop App section on your Profile page on the web platform. Run it over the existing installation (no need to uninstall first). Your data folder is not affected.
This is macOS Gatekeeper protecting against unsigned apps. FamilyFunds is safe — it is simply not yet in the Mac App Store. To open it once and permanently allow it:
1. In Finder, right-click (Control-click) FamilyFunds → Open
2. Click Open in the dialog
After doing this once, the app opens normally on every future launch.
The local server may still be starting up. Wait 5–10 seconds and refresh the tab.
If it persists:
• Check that another app isn't already using port 8765
• Quit and relaunch FamilyFunds from the tray icon or Start Menu
• Check your antivirus or firewall — add an exception for
FamilyFunds.exe (Windows) or FamilyFunds.app (macOS)
Yes, but they use separate data stores. Changes made in one are not automatically reflected in the other. Use Import / Export to transfer data between them.
Sign in to the web platform, open your Profile page, and click Download Setup Config again. Each download generates a fresh config with the current snapshot of your data.
Note: if you have already completed first-run setup on the desktop, a new config download will not overwrite existing local data — only missing files are restored.
Windows: Settings → Apps → search
FamilyFunds → Uninstall. Your data folder in
%APPDATA%\FamilyFunds is preserved and must be removed manually if desired.
macOS: Drag FamilyFunds.app
from Applications to Trash. Data in
~/Library/Application Support/FamilyFunds must be removed manually.
Linux: Delete the AppImage file. Data in
~/.local/share/FamilyFunds must be removed manually.
Email info@rcslogic.com with a description of your issue and your operating system. We typically respond within one business day.