Sign up for early access to the self-hosted personal finance management tool. Launching soon!
A self-hosted, privacy-focused platform that automates financial data ingestion and analysis without third-party access or SMS reading, keeping all data local and secure.
Key Product Features
Automated Statement Parsing: Automatically processes bank statements, credit card statements, and investment files, extracting transactions and dumping them directly into a local database for immediate querying.
Flexible Analytics Dashboards: Access predefined dashboards for month-wise, year-wise, or category-wise expense tracking; alternatively, build custom dashboards using SQL queries or visualization tools tailored to specific needs.
Custom Transaction Rules: Define personalized rules for mapping vendors to categories, auto-tagging recurring transactions, and handling edge cases like split payments or transfers.
Investment Insights: Track mutual funds and stocks with XIRR calculations over custom periods; view consolidated holdings across direct stocks and funds (e.g., total exposure to company X from multiple sources).
AI-Powered Chat Interface: Integrated MCP server enables natural language queries about your finances—just provide your preferred LLM API key for on-demand insights like "What's my net worth trend?" or "Compare spending vs. last year."
We will not share your contact info with anyone! The email is to notify you when the product is launched.
