Firefly III coworking evaluation stub

This is an incomplete evaluation stub, not an implementation guide.

Verified snapshot

Firefly III is an OSI-approved AGPL-3.0-only self-hosted double-entry finance manager. The catalog positions it for cashflow visibility while an accountant retains the official books; it may not replace statutory accounting software. It holds accounts, transactions, budgets, and personal financial data.

Sources reviewed 2026-07-17: homepage, repository, and documentation.

Evaluation questions

Does finance accept it only as a cashflow/budget aid?
How will imports reconcile to the authoritative accounting ledger?
Are exports, backups, and retention suitable for sensitive transactions?
Who controls administrator access and self-host updates?

Smallest experiment

Import three months of safely copied business transactions and categorize membership versus facilities costs. Reconcile totals to official books and test deletion/export without changing the source.

Risks

Confusion with statutory accounting
Highly sensitive transaction data
Import, reconciliation, and export fidelity remain unverified

TODO before a full guide

Obtain qualified finance boundary and reconciliation approval
Verify supported import/export and duplicate handling
Test restricted access, backup, and clean restore
Define retention, deletion, and incident response