An open-source, self-hosted money management platform with comprehensive expense tracking, budgeting, account synchronization, and bill-splitting features - designed for privacy, flexibility, and complete financial control.
Born from a desire to move beyond restrictive financial tracking platforms, this app empowers users with:
- 🔐 Complete control over personal financial data
- 💡 Flexible expense splitting mechanisms
- 🏠 Self-hosted privacy
- 🤝 Collaborative expense management
- 🔄 Integration with Simplefin (auto tracking accounts and transactions)
- 💰 Budgets with notifications
- 🖥️ Seamless integration with Unraid for easy installation and management via Unraid templates
- 💼 **Track Portfolios and investments with auto update of sticker prices
-
💰 Expense Tracking & Management
- Multi-currency support with automatic conversion
- Recurring transactions with flexible scheduling
- Auto-categorization with customizable rules
- Transaction importing (CSV, SimpleFin)
- Transaction with multi category support
- Multi-card and multi-account support
- Date-based expense tracking
-
👥 Bill Splitting
- Multiple split methods: equal, custom amount, percentage
- Group and personal expense tracking
- Settlement tracking and balances
- Email invitations for group members
-
📊 Budgeting & Analytics
- Custom budgets with notifications
- Monthly financial summaries
- Expense trends visualization
- Category-based spending analysis
- Comprehensive balance tracking
-
🏷️ Organization & Categories
- Customizable tags for expense categorization
- Category hierarchies (main categories with sub-categories)
- Auto-categorization based on transaction patterns
- Category-based reports for tax purposes
-
🔐 Security & Privacy
- Self-hosted for complete data control
- Local auth + OpenID Connect (OIDC) integration
- Enterprise-ready authentication with any OIDC provider
- User management with password recovery
- No third-party data sharing
-
**💼 Portfolio Management
- Create and manage multiple investment portfolios
- Link portfolios to accounts for automatic balance updates
- Track individual investments across different portfolios
- Visualize portfolio performance and distribution
If you are encountering issues after updating/pulling the recent docker, please run:
flask db migrate
flask db upgradeIf you wish to reset the database:
python reset.py- Docker
- Docker Compose
-
Clone the repository
git clone https://github.com/harung1993/dollardollar.git cd dollardollar -
Configure environment
cp .env.template .env # Edit .env with your configuration -
Launch the application
docker-compose up -d
-
Access the app at
http://localhost:5006
To enable Investment Tracking :
INVESTMENT_TRACKING_ENABLED=True
To enable OpenID Connect authentication:
OIDC_ENABLED=True
OIDC_CLIENT_ID=your_client_id
OIDC_CLIENT_SECRET=your_client_secret
OIDC_PROVIDER_NAME=Your Provider Name
OIDC_DISCOVERY_URL=https://your-provider/.well-known/openid-configuration
LOCAL_LOGIN_DISABLE=True # Disable password logins
DISABLE_SIGNUPS=True # Disable registration
For detailed configuration options, see the .env.template file.
This project explores AI-assisted open-source development:
- Leveraging AI tools for rapid prototyping
- Combining technological innovation with human creativity
- Iterative development with large language models
- Local LLMs (qwen2.5, DeepSeek-V3)
- Claude AI
- Human domain expertise
Contributions are welcome! Please check out our contributing guidelines.
- Fork the repository
- Create your feature branch
- Submit a Pull Request
- Special thanks to my wife, who endured countless late nights of coding, provided unwavering support, and maintained patience during endless debugging sessions
- Thanks to JordanDalby for creating and maintaining the Unraid template
- Thanks to @elmerfds for the OIDC support!
This project is licensed under the GNU Affero General Public License v3.0 - see the LICENSE file for details.
This license requires anyone who runs a modified version of this software, including running it on a server as a service, to make the complete source code available to users of that service.
If you like this project and would like to support my work, you can buy me a coffee!
