Self-hosted personal finance

Your finances,
one view

Track bank accounts, investments, crypto exchanges, DeFi wallets, budgets, and savings goals. Web and native iOS.

localhost:3015/portfolio
Portfolio view showing net worth, allocation charts, and account balances
Portfolio view on iOS
01

Portfolio & net worth

See your total value across every account in one place. Interactive net worth charts track your wealth over time, while allocation breakdowns show exactly where your money sits — by account type or by asset.

Portfolio overview with net worth chart and allocation donuts
Portfolio on iOS showing net worth chart
02

Daily finances

Monthly spending broken down by category with donut charts that make patterns obvious at a glance. All your daily accounts — banks, Wise, cash — with live balances and recent activity.

Dashboard showing spending by category donut chart and account balances
Dashboard on iOS with spending categories
03

Transaction tracking

Every transaction across every account, searchable and filterable. Smart tagging with AI-powered suggestions, receipt capture, and automatic transfer detection between your accounts.

Transaction list with tags, filters, and search
Transactions on iOS with tag badges
04

Budgeting

Know your weekly spending power — income minus bills and budgets, calculated automatically. Transfer plans tell you exactly how much to move to each account. Track spending against each category in real time.

Budget view with weekly spending power, transfer plan, and category tracking
05

Savings goals

Set targets for what matters — a house deposit, a trip, an emergency fund. Link goals to accounts, set deadlines, and see exactly how much you need to save each week to get there.

Savings goals with progress bars, deadlines, and linked accounts