Personal Finance Dashboard for Homelab

🇩🇪 Deutsch  |  🇬🇧 English

HELFINANCE is a self-hosted personal finance tracker built for homelab enthusiasts. It runs as a single Docker container, stores everything in a local SQLite database, and gives you full control over your financial data — no cloud dependency, no subscription, works offline as a PWA.

⚠️ HELFINANCE was built entirely with AI (Claude.ai). It is not designed for public internet exposure and should only be used within a local network / homelab.

Features

• Dashboard — Health score gauge, budget traffic light, free money this month, upcoming bookings
• Bookings — Income and expense tracking with recurring schedules, future amount changes, and category budget limits
• Loans — Annuity loan calculator with full amortization table, special payments, and avalanche payoff hints
• Savings Tracking — Savings balance, irregular expenses reserve, and emergency fund recommendations
• Reports — Monthly/yearly overview with donut chart, income/expense tables, required savings breakdown, and 6-month history
• Notifications — In-app alerts for negative projections and large upcoming expenses
• Email (SMTP) — Optional email notifications via configurable SMTP
• OIDC Login — Optional SSO via any OIDC provider (Authentik, Keycloak, etc.); native login always available
• Admin Panel — SMTP config, OIDC config, default language/currency, user management, registration control
• PWA — Installable on desktop and mobile; offline shell via service worker
• i18n — German (default) and English; per-user language preference
• Dark/Light Mode — Manual toggle

Installation

Unraid Community Apps (recommended)

1. Open the Apps tab in Unraid
2. Search for HELFINANCE
3. Click Install and follow the template

HELFINANCE will be available at http://YOUR-UNRAID-IP:3000.

Docker Compose

services:
  helfinance:
    image: ghcr.io/kreuzbube88/helfinance:latest
    container_name: helfinance
    restart: unless-stopped
    ports:
      - "3000:3000"
    environment:
      - SECRET_KEY=your_secret_here   # openssl rand -hex 32
      - DATABASE_PATH=/data/helfinance.db
      - TZ=Europe/Berlin
    volumes:
      - /mnt/user/appdata/helfinance:/data

Docker Run

docker run -d \
  --name helfinance \
  --restart unless-stopped \
  -p 3000:3000 \
  -v /path/to/appdata:/data \
  -e SECRET_KEY=$(openssl rand -hex 32) \
  -e DATABASE_PATH=/data/helfinance.db \
  ghcr.io/kreuzbube88/helfinance:latest

Quick Start

After installation, open the web UI at http://YOUR-IP:3000. The first registered user becomes the admin automatically. Head to the Admin panel to configure SMTP, OIDC, default currency, and language.

Documentation

Full documentation is available in the docs/ folder in both German and English, covering installation, bookings, loans, savings, reports, and admin configuration.

Requirements

All other configuration (SMTP, OIDC, default currency/language) lives in the Admin UI and is stored in the database.

License

MIT © HEL*Apps