CashMop

Desktop-first cash flow tracking. Import messy bank exports, normalize once, punch through categorization fast, and export clean data. Local-only, open source, no cloud.

Status: v0.5.0 released. Backward compatibility not guaranteed until v1.0.

Screenshot and walkthrough coming soon.

Workflow

1. Import CSV/XLSX exports from banks or apps.
2. Map columns once, then punch through categorization in the loop.
3. Review analysis, filter/group, and export cleaned data.

Core Features

• Import Flow: Vertical punch-through mapping for CSV/XLSX with previews.
• Categorization Loop: One transaction at a time, keyboard-first, inbox-zero flow.
• Undo/Redo: Fast recovery while punching through categories.
• Rules: Contains/Starts With/Ends With/Exact matching with amount filters.
• Multi-Currency: Conversion and display support (main currency must be CAD today).
• Analysis + Export: Month selector, grouping by category/owner/account, export CSV/XLSX.
• Backups: Automatic daily backups, pre-migration backups, manual restore.
• Local-Only: SQLite database stored on your machine.

Tech Stack

• Go 1.25 + Wails v2
• React 19 + TypeScript + Vite
• SQLite + Tailwind CSS

Getting Started

Installation

Download the latest build from https://github.com/default-anton/cashmop/releases.

macOS (Apple Silicon): unzip and drag to Applications. App is not notarized yet, so Gatekeeper will warn. If blocked:

xattr -dr com.apple.quarantine CashMop.app

Linux (amd64): use AppImage (recommended; works on Arch) or .deb (Debian/Ubuntu).

Development

1. Install Go 1.25+, Node.js, pnpm, and the Wails CLI.
2. Install frontend dependencies:

   cd frontend
   pnpm install

3. Run the dev app:

   make dev

4. Run validation:

   make check

5. Build a production bundle:

   make build

Fast UI Feedback Loop (tmux + Agent Browser)

For UI iteration, keep dev servers running in tmux and inspect screens with Agent Browser.

make ui-loop-start
agent-browser open "$(make -s ui-loop-url)"
agent-browser snapshot -i

Useful commands:

make ui-loop-status
make ui-loop-stop
tmux attach -t cashmop-ui

Roadmap

• Sole-proprietor tools (receipts, flags, exports).
• Forecasting and cash flow projections.

License

Licensed under the Apache License 2.0.