Installation

Getting started is quick. Use the simple setup below and you will be up and running in a few minutes. The manual steps are there if you prefer more control.

What you need

A Windows computer (Windows 10 or later)
Microsoft Excel, with macros enabled
Python 3.10 or later
Node.js 18 or later, for the desktop app
An internet connection
The Python and Node.js packages are installed for you during setup

Quick setup

Sign in to your FinForge account and open the Download tab.
Download the FinForge installer and run it.
Open FinForge from the Start menu and run setup when the launcher asks. It prepares Python and the Excel add-in for you.
Activate FinForge with the license code shown on the License tab of your account page.

The Download tab always links the latest release, so the installer is the same build the desktop app would update itself to.

Manual setup (optional)

Prefer the source distribution instead of the installer? Get the project from GitHub, then run these commands in PowerShell from the project folder.

# Create and activate a Python environment
python -m venv .venv
.\.venv\Scripts\Activate.ps1

# Install the required packages
pip install -r requirements.txt

# Set up the Excel connection
xlwings addin install

# Install the desktop app
cd ElectronHome
npm install

Uninstall

Double-click uninstall.bat and choose what to remove. It cleans up the setup without deleting your data or source files.