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securo-finance

securo-finance/securo

Self-hosted personal finance manager for tracking accounts, transactions, budgets and bank sync, running on your own infrastructure.

Open-source alternative to:YNABMint

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Last commit
16 hours ago

What is it?

Securo is an open-source personal finance manager that you run on your own infrastructure with Docker. It covers multi-account balances, transaction search and CSV export, importing OFX, QIF, CAMT and CSV files, rules-based auto-categorization, recurring transactions, budgets, goals, and asset valuation tracking. Reports include net worth and income versus expenses.

Bank connectivity is provided through optional providers: Pluggy for Brazilian banks, Enable Banking for European PSD2 banks, and SimpleFIN for US and international banks. Multi-currency accounts convert automatically when an Open Exchange Rates key is configured. Login supports passwords, TOTP two-factor authentication, passkeys, and OIDC providers such as Authentik and Pocket ID, with optional role sync.

The stack is FastAPI and SQLAlchemy on the backend, React and TypeScript on the frontend, PostgreSQL for storage, and Redis with Celery for background jobs. An optional AI Agents module adds self-hosted LLM chat over your data via MCP tools.

Key features

  • 01Multi-account tracking with running balances and CSV export
  • 02Imports OFX, QIF, CAMT and CSV files
  • 03Rules engine for automatic transaction categorization
  • 04Budgets, recurring transactions, goals and asset valuation
  • 05Bank sync via Pluggy, Enable Banking and SimpleFIN
  • 06Multi-currency support with optional automatic FX conversion
  • 07TOTP, passkeys and OIDC login with admin controls

Use cases

  • Keeping personal or household finances private on a home server
  • Consolidating accounts from several banks and currencies in one dashboard
  • Migrating from a cloud budgeting app to a self-hosted tool
  • Running a shared finance tracker for a family with multiple users

Quick start

  1. 1

    Clone the repository and enter its folder

    git clone https://github.com/securo-finance/securo.git && cd securo
  2. 2

    Build and start the app with Docker Compose

    docker compose up --build
  3. 3

    Open http://localhost:3000 in your browser and create an account

Things to know

  • Licensed under AGPL-3.0, a copyleft license that requires sharing modified versions served over a network.
  • Bank sync needs third-party provider credentials, and Enable Banking's free tier requires pre-linking accounts in its portal.
  • Passkeys only work on localhost or a domain served over HTTPS, not on IP addresses.

In collections

Self-hosted apps

Topics

#personal-finance#self-hosted#expense-tracker#budgeting#open-banking#python#fastapi#react#finance-management

FAQ

What is securo?
Self-hosted personal finance manager for tracking accounts, transactions, budgets and bank sync, running on your own infrastructure. Securo is an open-source personal finance manager that you run on your own infrastructure with Docker. It covers multi-account balances, transaction search and CSV export, importing OFX, QIF, CAMT and CSV files, rules-based auto-categorization, recurring transactions, budgets, goals, and asset valuation tracking. Reports include net worth and income versus expenses.
Is securo free to use? What license does it have?
securo is open source under the AGPL-3.0 license. Check the license terms before using it in commercial products.
Is securo still maintained?
Actively maintained. The last commit to securo was on Nov 6, 2026.
What can I use securo for?
Keeping personal or household finances private on a home server Consolidating accounts from several banks and currencies in one dashboard Migrating from a cloud budgeting app to a self-hosted tool Running a shared finance tracker for a family with multiple users
How do I install securo?
Clone the repository and enter its folder: git clone https://github.com/securo-finance/securo.git && cd securo Build and start the app with Docker Compose: docker compose up --build Open http://localhost:3000 in your browser and create an account
Where can I get securo?
The source code and installation instructions are on GitHub: https://github.com/securo-finance/securo

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