Expense Budget Tracker

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.

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.

Cata-centavo is a self-hosted MCP server that gives compatible AI agents read-only access to a user's Brazilian Open Finance bank, credit-card, and investment accounts through Pluggy. It runs locally over stdio, reads existing Pluggy connections identified by environment variables, and supports queries about transactions, spending categories, account balances, current card statements, unfamiliar charges, and investments. It has no hosted or multi-user service. The package runs with Node.js 22.13 or newer and can be launched with npx. Its main commands include the MCP server itself, `init` for checking credentials and configured connections, and `doctor` for diagnosing connection status, consent, local cache, and learned categorization data. Provider transaction categories are copied into a persistent local `data.db`; the server also learns merchant-category associations from the user's transactions, and manually corrected or newly assigned categories are retained locally and applied retroactively.

TaxHacker is a self-hosted AI accounting application for freelancers, independent developers, and small businesses. It processes receipt photos, invoice PDFs, bank statements, and other documents with a configurable LLM, extracting dates, merchants, amounts, taxes, product names, and line items into a structured, Excel-like database. It can categorize transactions, split invoice items into separate transactions, and use custom fields with user-defined prompts; supported model backends include OpenAI, Google Gemini, Mistral, and local OpenAI-compatible endpoints such as Ollama, LM Studio, vLLM, and LocalAI. The application detects document currencies and converts transactions using historical exchange rates from the transaction date, including cryptocurrency support, and provides filtering, multi-project organization, import/export, and custom categories. The repository describes the project as being in early development and advises using it at one's own risk.

BankMCP is a self-hosted, read-only Model Context Protocol server that lets AI assistants query a user's bank accounts through Enable Banking's PSD2 open-banking API. The user authenticates at the bank through a consent flow; BankMCP stores consent and account metadata but does not store balances or transactions, make payments, or send telemetry. It exposes MCP tools for managing bank connections and accounts, retrieving balances and paginated transactions, and creating rules that poll accounts for conditions such as low balances or matching payments and send webhook notifications. It can run locally or on a server, is distributed as the npm package `bankmcp`, supports standard MCP clients including Claude and Ollama, and is licensed under the MIT License.