OPEN-SOURCE PERSONAL FINANCE
Connect your banks and credit cards through Plaid to build your own personal finance database. Get a monthly email, see cash flow and balances at a glance, and use your AI agent to dig into spending and trends.
Open source · Self hosted · MIT licensed
01 / MONTHLY EMAILS
A short recap of your cash flow, latest balances,
and where you stand against your minimums.
Hi there,
You brought in $8,250 and spent $6,410 in September.
Your net cash flow was +$1,840.
Here are your balances as of October 1:
Total: $44,220. You’re $5,720 above your minimum.
Cash Check
Example email · Fictional sample data
02 / AGENTIC PERSONAL FINANCE
Sync your bank accounts and credit cards through Plaid into one database.
Then use your own AI agent to ask questions and dig into the details.
Why did I spend so much more in June than May? Was it the trip?
You spent $8,420 in June, up $1,800 from May. Your trip accounted for $1,680 of that increase across your connected accounts.
That breaks down to $620 in flights, $780 in hotels, $190 in food, and $90 in local transport. Other spending rose by $120.
Want to see the transactions behind the trip total?
Illustrative workflow · Fictional sample data · Requires your own agent setup
03 / CASH FLOW
Follow income and spending over time. Group accounts by tag
and drill into the transactions behind the numbers in the app.
| Main | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income | $7,900 | $8,100 | $7,900 | $7,900 | $8,250 | $8,100 | $8,250 | $8,250 | $8,250 | — | — | — |
| Expenses | $6,350 | $6,420 | $6,200 | $6,350 | $6,620 | $8,420 | $6,980 | $6,710 | $6,410 | — | — | — |
| Net | +$1,550 | +$1,680 | +$1,700 | +$1,550 | +$1,630 | −$320 | +$1,270 | +$1,540 | +$1,840 | — | — | — |
| Side Projects | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income | $1,200 | $1,200 | $1,500 | $1,200 | $1,500 | $1,200 | $1,500 | $1,500 | $1,800 | — | — | — |
| Expenses | $420 | $560 | $480 | $610 | $520 | $450 | $630 | $540 | $680 | — | — | — |
| Net | +$780 | +$640 | +$1,020 | +$590 | +$980 | +$750 | +$870 | +$960 | +$1,120 | — | — | — |
App preview · Fictional sample data Scroll tables to see all 12 months →
04 / BANK BALANCES
See balances side by side, set a minimum for each account,
and spot when something needs your attention.
| Account | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MainMin: $6,500 | $9,200 | $8,800 | $9,100 | $8,920 | $9,340 | $8,860 | $9,120 | $8,980 | $9,420 | — | — | — |
| EmergencyMin: $32,000 | $32,000 | $32,200 | $32,400 | $32,600 | $33,000 | $33,400 | $33,800 | $34,000 | $34,800 | — | — | — |
App preview · Fictional sample data Scroll tables to see all 12 months →
MAKE IT YOUR OWN
Explore the code, make it your own, and run your own instance.
Get started with the self-hosting guide on GitHub.
Available on GitHub · MIT license