Chris Olson
4ecd64132b
Budgets: one amount per category for every month with any month set on its own, filled from recent spending in one step and copied into the next year. Home shows what's left to spend, year pacing, insights, balances and upcoming charges. Insights covers year pacing, money in and out, budget against actual, categories by month, merchants, balances over time and tags. Subscriptions and bills are found across every account (rhythm and price matching plus a built-in catalog), confirmed with one tap, and watched for price changes, missed charges, charges after cancelling, double billing, renewals and trials. Alerts are worked out again whenever the data changes. Also: category, rule, tag and alert settings; Excel and CSV export from a small built-in writer; the AI module designed in and switched off. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2.2 KiB
2.2 KiB
Spendlight
A private, self-hosted household budgeting app: import bank and card statements, categorize in a tap, budget by month, and keep an eye on subscriptions. Runs as a single container on arm64 or amd64.
Status: milestones 0 to 2 are built (foundation, money in, the full picture). Milestone 3, launch hardening, is next.
What it does
- Import CSV statements from Bank of America, Discover, Chase, Capital One, Citi and Apple Card, plus any other bank through a one-time column mapper. Duplicates are skipped, card payments and transfers are paired, and any import can be undone.
- Review new transactions with one-tap category suggestions that learn from every choice. Splits, tags, notes and cash entries are built in.
- Budget one amount per category for every month, with any month set on its own. Fill a year from recent spending in one step; copy it into the next.
- Home shows what's left to spend, how the year is pacing, insights, balances and the charges coming up.
- Insights: year pacing, money in and out, budget against actual, categories by month, merchants, balances over time and tags.
- Subscriptions and bills are found automatically across every account, confirmed with one tap, and watched for price changes, missed charges, charges after cancelling, double billing, renewals and trials ending.
- Export everything to Excel or CSV.
- AI features are designed in and switched off; no provider ships with the app and it makes no outside calls.
Running it
cp .env.example .env # adjust the port, time zone and paths
scripts/deploy.sh # builds a versioned image and starts it
HTTPS comes from your own reverse proxy (see deploy/nginx.conf.example).
The API is documented at /api/docs on a running instance.
Developing
The host only needs Docker; Node 24 runs in a container.
scripts/dev.sh npm install
scripts/dev.sh npm test
scripts/dev.sh npm run typecheck
Statement files never belong in this repository: samples/ is ignored and a
pre-commit hook blocks statement and database files. Tests use made-up data in
server/test/fixtures/synthetic and server/test/synthetic.ts.