FinTrackr

A self-hosted budgeting and expense-tracking PWA for home labs. Transactions are entered manually or imported from bank CSV exports — there are no bank integrations by design. Runs as a single Docker container with all data in one SQLite file.

• Self-hosted, multi-user — cookie-based auth, per-user data isolation, one container, one database file
• Manual-first — entries are written by hand or imported from CSV and reviewed before they land
• Installable PWA — works offline, queues entries written without a connection, installs to the home screen
• Desktop and mobile layouts — a sidebar with multi-column dashboards on wide screens, a single column with a tab bar on phones

Features

Tracking

• Expense and income entries with vendor, category, date, note, free-form tags, and an optional receipt photo
• Vendor memory — a vendor learns its default category from the first categorized entry and files future entries automatically; vendors support aliases (the statement string AMZN MKTP US files as Amazon), renames, and merging duplicates
• Type-ahead vendor search on the entry form (aliases included), amount prefill for steady vendors, and an outlier warning when an amount is far above a vendor's usual
• Activity view: the full ledger grouped by day with daily subtotals, searchable and filterable by kind, category, amount range, and tag
• Per-vendor history: monthly spend trend, this month vs. last, visit log

Budgeting

• Monthly budget lines with optional groups (Needs / Wants / …) rolled up with subtotals; optional envelope-style rollover of unspent budget
• Per-line pacing projections ("pacing to $876 · $376 over") and a daily allowance ("≈ $9.46 a day holds it"), plus a safe-to-spend-today figure on Home
• Re-line suggestions — each line is compared with its actual average over recent months, with a one-tap adjustment
• Recurring items post themselves to the ledger when due; includes a due-soon view, a subscription cost audit (annualized), price-increase flags, and variable items (utility bills) that wait for the real amount to be recorded
• Pattern detection: steady same-vendor purchases are offered as recurring
• Savings buckets — targets (jars), plain categories, and sinking funds paced toward a date; pay-yourself-first monthly tracking
• Debts — balances paid down by hand or via debt-linked entries, with payoff forecasts based on recent pace
• Optional spending challenges (no-spend days, category caps) and a worth-it review of the week's biggest expenses — both off by default

Insights

• Month pace chart with end-of-month projection, category bullet bars, weekday averages, month-over-month category deltas, vendor leaderboard, savings rate with an optional target, no-spend streaks and records
• Weekly review (this week vs. last, day by day) and a year view against the budget rule
• Print-ready monthly report (ink-on-white regardless of theme)

Bank import

• Import the CSV your bank exports, or paste rows copied from online banking
• Columns are auto-detected and confirmed once; the mapping is saved as a bank profile for one-click reuse
• Handles signed amounts, debit/credit column pairs, and both date orders
• Rows are matched against existing vendors (names and aliases), descriptions are cleaned of processor noise, and rows matching an existing entry's date and amount are flagged as likely duplicates
• Everything is reviewed — re-file, rename, include, or skip per row — before anything is written; accepted renames store the raw statement string as the vendor's alias so the next import matches automatically

Data & administration

• Per-user CSV export/import and a full-account JSON export
• Account reset ("fresh start") and self-service account deletion
• The first registered account administers the instance: manual backups, full-database download, and validated restore
• Nightly database snapshots (VACUUM INTO), keeping the newest seven

Getting started

Docker

docker run -d \
  --name fintrackr \
  -p 8080:8080 \
  -v /path/on/host/fintrackr:/data \
  --restart unless-stopped \
  slummybell/fintrackr

All data lives in /data/fintrackr.db (SQLite) — back it up by copying the file. The image ships a healthcheck against /api/health.

Docker Compose (build from source)

docker compose up --build
# → http://localhost:8080

Configuration

Reverse proxy

The app honors X-Forwarded-For/X-Forwarded-Proto, so behind a TLS proxy (nginx, Traefik, Nginx Proxy Manager) the auth cookie is marked Secure and the rate limiter sees real client IPs. Point the proxy at port 8080; no further configuration is needed. TLS termination is the proxy's job — the container itself serves plain HTTP.

Security & multi-user

• Sessions are HTTP-only cookies via ASP.NET Core Identity (hashed passwords, login lockout); no tokens are exposed to JavaScript
• Every row carries a UserId and every query is scoped to the signed-in user; registering seeds that user's default budget lines
• Auth endpoints are rate limited per IP (10/minute)
• The service worker's API cache is dropped on sign-in/out so offline data never crosses accounts
• The schema is managed by EF Core migrations, applied automatically on startup

API

All routes live under /api and require a signed-in user (except /api/auth/* and /api/health). OpenAPI is served at /openapi/v1.json in development.

Development

Requires the .NET 10 SDK and Node 20+.

# API on http://localhost:5194
cd server && dotnet run --project FinTrackr.Api

# Client on http://localhost:5173 (proxies /api to 5194)
cd client && npm ci && npm run dev

dotnet test server runs the API integration suite (auth, per-user isolation, vendor memory, summaries, imports, coaching features). CI lives in .gitea/workflows/ci.yml (GitHub Actions-compatible): server build + test, client build, and a gated image publish.

Stack

Design

The UI follows the design document in design/finance-app-directions.html: an editorial system of light and dark "papers" with configurable accent inks, set in Newsreader. Theme tokens live in client/src/index.css and are applied via data-paper / data-ink attributes; each user's choice syncs to their account.

PWA notes

• Installable manifest with a "New entry" shortcut; text shared to the app prefills an entry note
• Workbox service worker: precached shell, network-first API caching for offline reading, and Background Sync replay for entries written offline
• New builds surface an update bar instead of refreshing silently