Infinite Banking • Financial Management System
CFB FMS v1.6.0 • 2026-03-24 • Enterprise Build • Policies + Recurring + Reconciliation + Statement Center
User
—
Role
—
Storage
cfb_fms_v01
Export
Import
Light
Logout
Core
—
Dashboard
Single-entry Journal
Ledger
Clients
Accounts
Reports
Policies
Recurring
Reconciliation
Docs & Statements
Interest
Settings
Notes
Single-entry journal
means you enter one row, and the system auto-posts the balancing leg(s).
Balances are computed from the journal. Client Savings are a
liability
on the bank books (shown negative), but client dashboards show them as positive.
Investment Club Manager
Infinite Banking Learning Lab + Private Bank Ledger
CFB FMS User Guide v1.6.0
Files
local
Opens a full Files window (no sidebar scrolling).
Modal
Close