Self-Hosted Household Budget Ledger for Homelab

HELLEDGER is a self-hosted household budget ledger built for homelab enthusiasts. It lets you manage multiple accounts and households, track income and expenses by category, and get a clear picture of what comes in, what goes out, and what's left — month by month and year by year. Everything runs in a single Docker container with a local SQLite database. No cloud, no subscription, full data ownership.

⚠️ HELLEDGER 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

💳 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 (excluded from calculations)
• 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 (monthly, quarterly, semi-annual, annual); auto-booking each month; reserve tracking for non-monthly costs
• 📈 Forecast — 12-month projection based on fixed costs with cumulative savings account 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 with term-shortening or payment-reduction effect
• Loan KPIs — Interest saved, months saved, current balance, estimated payoff date
• 📤 CSV Export — Full amortization schedule export

📊 Reporting & Overview

• Dashboard — Monthly KPIs (savings rate, debt-to-income ratio, reserve coverage), animated account balances by role, expense donut chart, savings goals widget, expiring fixed cost warnings
• Month View — Detailed monthly breakdown by category (income / fixed / variable / savings transfers) with KPI bar and available balance split by account role
• Year View — Full-year category × month grid with totals
• Reports — Expense by category, monthly trend as stacked bar (fixed + variable + savings), balance history

⚙️ Infrastructure

• 💾 Backups — Scheduled and manual backups to a configurable backup volume with retention policy
• 🔐 OIDC Login — Optional SSO via any OIDC provider (Authentik, Keycloak, etc.); native login always available
• 👥 Multi-Household — Separate financial spaces per household; users can belong to multiple households
• 🛡️ Admin Panel — User management, SMTP config, OIDC config, 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 HELLEDGER
3. Click Install and follow the template

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

Docker Compose

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

Docker Run

docker run -d \
  --name helledger \
  --restart unless-stopped \
  -p 3000:3000 \
  -v /path/to/appdata:/data \
  -v /path/to/backups:/backups \
  -e SECRET_KEY=$(openssl rand -hex 32) \
  ghcr.io/kreuzbube88/helledger: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 language, and registration settings.

📚 Documentation

Full documentation is available in the docs/ folder in both German and English, covering installation, first steps, import/export, backups, and admin configuration.

🔧 Configuration

All SMTP and OIDC configuration lives in the Admin UI and is stored in the database.

📄 License

GPL-3.0 © HEL*Apps