A simple app for tracking monthly spending and working towards financial goals.
Check out the wiki for instructions on how to setup Budget Board.
I created this app to be a self-hosted alternative to the now-shut-down personal finance app Mint.
- Accounts & Assets: Manage both your financial accounts (checking, savings, credit cards) and assets (property, valuables) in one place.
- Transactions: Record and categorize your transactions to keep track of your spending habits.
- Budgeting: Set monthly budgets for different categories and track your spending against them.
- Transaction CSV Import: Import transactions in bulk using CSV files.
- Sync Providers: Integrate with financial institutions through providers like SimpleFIN and LunchFlow for automatic transaction and account balance syncing.
- Auto-Categorization: Train a machine learning model on your categorized transactions to automatically predict categories for new transactions.
- Automatic Rules: Create rules to automatically update transactions based on criteria like description, amount, or date.
- Financial Goals: Set and track progress towards financial goals such as saving for a house or paying off debt.
- Customizable Trends Charts: Visualize spending trends with customizable charts that can be filtered by date range, account, and category.
- User Authentication: Authenticate locally with two-factor authentication (2FA), or bring your own authentication provider with OIDC login.
- Multiple Languages: Selectable languages include English, German, French, and Simplified Chinese, with community-contributed translations.
- Localized Date & Number Formats: Dates and numbers are displayed according to the selected language and locale.
Budget Board welcomes contributions from the community. Check out the contributing guide for more information on how to get involved.
- Bug reports — Open an issue with information about the bug, steps to reproduce it, and any relevant screenshots or logs.
- Feature requests — Start a discussion or add to existing requests. I will typically prioritize features that have more community interest, so upvoting and commenting on existing discussions is a great way to help drive the direction of the project.
- Documentation — If you find any gaps or inaccuracies in the documentation, you can open a PR in the documentation repo.
- Translations — Help translate the app at Weblate. No code required.
- Code contributions — See the contributing guide for instructions on how to contribute code changes.
