HELLEDGER is a self-hosted, privacy-first household finance tracker. All data stays on your server in a local SQLite database — no cloud, no subscriptions.

Transactions & Accounts
Transactions — Manual income, expense, and transfer entries with category and account assignment
Accounts — Multiple bank accounts per household with roles: Main, Fixed Costs, Variable, Savings, Separate
Categories — Income, fixed cost, and variable expense categories with subcategories and color coding
CSV / OFX / QFX Import — Bulk transaction import with column mapping and duplicate detection
Global Search — Full-text search across all transactions

Budget & Planning
Fixed Costs — Recurring income, expenses, and savings transfers with configurable intervals; auto-booking each month; reserve tracking
Forecast — 12-month projection based on fixed costs with cumulative savings balance
Savings Goals — Target amount and date, linked savings account, progress tracking

Loans
Loan Management — Consumer loans and mortgages with full amortization schedules
Extra Payments — One-time and recurring extra payments; term-shortening or payment-reduction effect
Loan KPIs — Interest saved, months saved, current balance, payoff date; CSV export

Reporting & Overview
Dashboard — Monthly KPIs, account balances by role, expense donut chart, savings goals widget
Month View — Detailed monthly breakdown by category with KPI bar and available balance split
Year View — Full-year category x month grid with totals
Reports — Expense by category, stacked monthly trend chart, balance history

Infrastructure
Backups — Scheduled and manual backups with configurable retention
Admin Panel — SMTP, OIDC (Authentik, Keycloak), user management, registration control
Multi-Household — Separate financial spaces; users can belong to multiple households
PWA — Installable on desktop and mobile, works offline
i18n — German (default) and English, per-user language preference
Dark/Light Mode — Manual toggle

Documentation: https://github.com/Kreuzbube88/helledger/tree/main/docs