YAFA (Yet Another Finance App)

⚠️ This README has been refined by AI. I have vetted the output lightly and believe it to be mostly accurate. Take that for what you will ⚠️

YAFA is a personal finance tool that helps you aggregate and view your financial data.
It is designed to work with SimpleFIN, a standard protocol that allows financial institutions to share account data securely.

Current functionality: Pull all account/transaction data from SimpleFIN and store in a local sqlite db

What is SimpleFIN?

SimpleFIN is an open protocol for connecting financial institutions with applications like YAFA.

It costs $15/year for access to the SimpleFIN Bridge. You can connect up to 25 institutions and create 25 apps. This is worth it IMO for access to the data. (Project can be ran with the "demo" credentials in provided .env.template to at least see how things work; This is a demo provided by SimpleFIN bridge API, not myself).

In short, SimpleFIN is alternative to services like Plaid (using the MX platform to connect)

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Running YAFA

Prerequisites

• Docker (recommended) or Python 3.11+
• .env file created from .env.template
• Local data/ directory for persistent storage

Expected Project Structure

YAFA/
├── data/ # CREATE THIS DIRECTORY BEFORE RUNNING
├── yafa/
├── .gitignore
├── .env (.env.template provided)
├── docker-compose.yaml
├── Dockerfile
├── README.md
└── requirements.t

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Run with Docker (Recommended)

docker compose up --build

Run with Python (Recommended using venv/uv/etc. or some sort of package manager)

pip install -r requirements.txt
python yafa/app/main.py