Aurelio

Securo is an open-source, self-hosted personal-finance manager developed by securo-finance. It keeps financial data on the user's infrastructure and provides multi-account management, transaction search and CSV export, imports for OFX, QIF, CAMT, and CSV files, categorization rules, recurring transactions, budgets, savings goals, asset valuation, reports, multi-currency conversion, and optional bank synchronization through Pluggy, Enable Banking, or SimpleFIN. The application supports multiple users, passkeys, TOTP two-factor authentication, and OIDC single sign-on. An optional AI-agent profile adds self-hosted chat over Securo data, tool use through MCP, multi-provider support, and a per-agent RAG knowledge base. It can be deployed with Docker or Podman, uses a FastAPI and PostgreSQL-based stack with Redis and Celery, and is licensed under AGPL-3.0.

Expense Budget Tracker is a self-hosted, open-source personal-finance application for budgeting, tracking transactions and balances, transferring funds between accounts, and reporting across currencies. It runs on PostgreSQL and provides a web interface for managing budgets, transactions, accounts, and workspaces. The project includes a hosted MCP server and an Agent API. Compatible MCP clients can inspect workspace schemas, run restricted read queries, and, with the required write scope, execute approved data changes. The HTTP SQL API uses API keys and a flat table structure so AI agents can query and analyze financial data or import transactions from screenshots, CSV files, and PDF bank statements. The repository provides a Docker-based quick start that runs PostgreSQL, migrations, the web application, and a worker. The project is fully open source and designed for deployment on the user's own servers.

Expensave is a free, open-source, self-hosted expense tracker for personal and family budget management. It supports multiple users, shared and unlimited expense calendars, recurring expenses on daily, weekly, monthly, or yearly schedules, and reports on spending and income. Bank statements can be imported from OFX/QFX, ISO 20022 XML, Revolut CSV, or Dollarbird exports rather than through a live banking connection. The responsive web application also functions as an installable mobile PWA, and can be deployed with Docker or Docker Compose.

Picsou is a self-hosted personal finance dashboard for tracking bank accounts, brokerage accounts, crypto wallets, debts, property, and net worth in one place. It aggregates data through Enable Banking's PSD2/OAuth connections, local read-only sidecars for supported financial services, CSV imports, exchange and on-chain tracking, and market-price providers; it also supports French property valuation from public data, linked mortgages, ownership shares, historical net-worth snapshots, and savings goals. The application uses a React frontend, a Spring Boot backend, and PostgreSQL, with Docker images and Docker Compose deployment. Accounts and other entities are scoped to family members, with per-resource sharing, optional TOTP two-factor authentication, audit logging, GDPR data export, encrypted API secrets, JWT authentication, refresh-token rotation, and rate limiting. Picsou is intended for personal use on a local machine or home network and warns against exposing financial data to the public internet. It supports English and French, and is distributed under Apache 2.0 with Commons Clause; commercial SaaS use requires permission.

An Anthropic orchestrator for financial advisers. The described system connects to 25 platforms, provides a GitHub plugin with eight adviser skills, and uses adviser-approval gating.