Download BalVault
Free 14-day trial. Windows 10+. About 50 MB.
BalVault for Windows
Version latest · ~50 MB · Windows 10+
Download BalVault.exeDownloads from GitHub Releases. Check back for updates.
System requirements
Operating system
- Windows 10 (version 1809+)
- Windows 11
Hardware
- 64-bit processor
- ~100 MB free disk space
- Internet connection (for balance fetching)
How to install
Takes less than a minute.
Download the .exe
Get the latest BalVault.exe from GitHub Releases (link above). The file is about 50 MB.
Run BalVaultStart.bat
Double-click the .bat file included with the download. This creates Start Menu and Desktop shortcuts automatically.
Get your SimpleFIN token
Visit bridge.simplefin.org to sign up ($1.50/month). After connecting your banks, copy your SimpleFIN setup token.
Paste token into BalVault
Open BalVault from the Start Menu, paste your SimpleFIN token, and set your CSV output path. BalVault will start fetching balances immediately.
Setting up SimpleFIN Bridge
SimpleFIN handles bank connections so BalVault doesn't have to.
Sign up at bridge.simplefin.org
Create an account with SimpleFIN. It's $1.50/month for read-only access to your financial accounts.
Connect your banks
Use SimpleFIN's web interface to link your checking, savings, credit cards, loans, and investment accounts. SimpleFIN handles 2FA and security questions.
Copy your setup token
Once your accounts are linked, SimpleFIN gives you a setup token — a long string of characters. Copy it to your clipboard.
Paste into BalVault
Open BalVault, paste the token, and click Connect. BalVault will fetch your balances and write them to your CSV.
SimpleFIN is a separate service
BalVault and SimpleFIN are independent products. SimpleFIN handles bank authentication; BalVault handles the CSV export. You pay SimpleFIN $1.50/month directly — BalVault never touches that relationship.