A simple app for tracking monthly spending and working towards financial goals.
I created this app to be a self-hosted alternative to the now-shut-down personal finance app Mint.
- Automatically sync your bank account data (accounts, transactions, balances) with SimpleFIN.
- Import transactions via CSV files.
- Manually add accounts and transactions.
- Dashboard to view account data at a glance
- Organize transactions into categories and subcategories.
- Create custom categories to organize your transactions.
- Create rules that automatically update transaction fields during sync when the specified conditions are met.
- Create monthly budgets for categories and subcategories.
- View aggregated budgets for multiple months.
- Calculate net cash flow for the month.
- Click on a budget to view more details such as monthly trends and associated transactions.
- Create goals to track savings or loan payoff.
- Estimate completion date given a monthly contribution.
- Estimate monthly contibution given a target completion date.
- Option to include interest rate in the calculations.
- Click on a budget to view more details such as monthly trends and associated accounts.
- Several charts to view different metrics over time.
- View monthly spending trends, monthly net cash flow, total assets, total liabilities, and total net worth charts.
This project is deployed using Docker Compose.
The compose.yml and compose.override.yml files are used to deploy the app.
Both files are able to deploy the app as is, but it is recommended to at least update the database password.
See the wiki for more details about configuring the compose override file.
Deploy the app by running the following command:
docker compose up -d
You can now access the app at localhost:6253.
Check out the wiki for more details about configuration and using the app :)
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