Overview

A simple app for tracking monthly spending and working towards financial goals. The project has 730 GitHub stars and is licensed under GPL-3.0.

Key Features

Source: GitHub README

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.

Getting Started

Source: GitHub README

Check out the wiki for instructions on how to setup Budget Board.

Normalized Features

Source: tool-features-normalized.json

ai integration, charts, csv import export, docker, multi language, sso, two factor auth.

Deploy

Docker

Self-host with Docker Compose

Coolify

One-click via Coolify panel

Elestio

Managed hosting from $9/mo

PikaPods

Simple managed hosting

Features

Authentication & Access

Single Sign-On (SSO)
Two-Factor Authentication

AI & Machine Learning

AI / LLM Integration

Import & Export

CSV Import / Export

Analytics & Reporting

Charts & Graphs

Localization & Accessibility

Multi-Language / i18n

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