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teelur/budget-board

A self-hosted personal finance app for tracking monthly spending, budgets, accounts, and progress toward financial goals.

Open-source alternative to:Mint

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896
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Last commit
2 days ago

What is it?

Budget Board is a self-hosted personal finance app built to track monthly spending and work toward financial goals. It covers accounts and assets (checking, savings, credit cards, property, valuables), transaction recording with categories, and monthly budgets per category that show spending against each limit.

Data can come in through bulk CSV import or through sync providers such as SimpleFIN and LunchFlow, which pull in transactions and account balances automatically. Automatic rules can update transactions by description, amount, or date, and an optional machine learning model can be trained on categorized transactions to predict categories for new ones.

For analysis, the app offers financial goals (such as saving for a house or paying off debt) and customizable trend charts filtered by date range, account, and category. Users can sign in locally with two-factor authentication or through an OIDC provider, and the interface is available in English, German, French, and Simplified Chinese.

Key features

  • 01Manage checking, savings, credit card accounts and assets in one place
  • 02Set monthly budgets by category and track spending against them
  • 03Bulk import transactions from CSV files
  • 04Sync transactions and balances via SimpleFIN and LunchFlow
  • 05Auto-categorize transactions with a trainable machine learning model
  • 06Track progress toward financial goals with customizable trend charts

Use cases

  • Replacing a closed-source budgeting app with a self-hosted alternative
  • Tracking household monthly spending against category budgets
  • Saving toward a house or paying down debt with goal tracking
  • Keeping personal financial data on your own server with 2FA or OIDC login

Quick start

  1. 1

    Open the project wiki for setup instructions

  2. 2

    Follow the wiki guide to set up Budget Board

Things to know

  • The README points to an external wiki for setup, with no install commands in the README itself.
  • Some sync features depend on third-party providers such as SimpleFIN and LunchFlow.

In collections

Self-hosted apps

Topics

#personal-finance#budgeting#self-hosted#expense-tracking#csv-import#aspnet#react#asp-net#bank-account-sync#money

FAQ

What is budget-board?
A self-hosted personal finance app for tracking monthly spending, budgets, accounts, and progress toward financial goals. Budget Board is a self-hosted personal finance app built to track monthly spending and work toward financial goals. It covers accounts and assets (checking, savings, credit cards, property, valuables), transaction recording with categories, and monthly budgets per category that show spending against each limit.
Is budget-board free to use? What license does it have?
budget-board is open source under the AGPL-3.0 license. Check the license terms before using it in commercial products.
Is budget-board still maintained?
Actively maintained. The last commit to budget-board was on Nov 5, 2026.
What can I use budget-board for?
Replacing a closed-source budgeting app with a self-hosted alternative Tracking household monthly spending against category budgets Saving toward a house or paying down debt with goal tracking Keeping personal financial data on your own server with 2FA or OIDC login
How do I install budget-board?
Open the project wiki for setup instructions Follow the wiki guide to set up Budget Board
Where can I get budget-board?
The source code and installation instructions are on GitHub: https://github.com/teelur/budget-board

Summary generated by AI from the project's README. GitHub stats refresh daily.

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