DollarDollar is an open-source, self-hosted money management platform designed for users seeking complete financial control, privacy, and flexible expense splitting. It offers comprehensive features for tracking expenses, managing budgets, monitoring investments, and facilitating collaborative bill splitting, making it suitable for individuals and groups managing personal finances.

How It Works

The platform utilizes a Docker Compose setup for easy deployment and management. It supports multi-currency transactions, recurring payments, and auto-categorization with customizable rules. For collaborative features, it enables group expense tracking with various splitting methods and settlement tracking. Investment portfolios can be managed and automatically updated with sticker prices, and budgeting includes notifications for exceeding limits.

Quick Start & Requirements

• Install: Clone the repository, copy .env.template to .env and configure, then run docker-compose up -d.
• Prerequisites: Docker, Docker Compose.
• Configuration: Environment variables in .env control features like investment tracking and OIDC authentication.
• Access: The application is available at http://localhost:5006.
• Docs: Demo, Discord, Unraid Template

Highlighted Details

• Self-hosted for complete data control and privacy.
• Integrates with Simplefin for automatic account and transaction tracking.
• Supports multiple expense splitting methods and collaborative settlement tracking.
• Includes portfolio management with automatic investment value updates.
• Offers OIDC integration for enterprise-ready authentication.

Maintenance & Community

The project is actively developed, with contributions welcomed. Key integrations and support have been provided by JordanDalby (Unraid template) and @elmerfds (OIDC support). Community support is available via Discord.

Licensing & Compatibility

Licensed under the GNU Affero General Public License v3.0 (AGPL-3.0). This license is copyleft and requires that any modifications or derivative works, including those run as a service, must also be made available under the AGPL-3.0. This may impose restrictions on commercial use or integration into closed-source applications.

Limitations & Caveats

The AGPL-3.0 license's strong copyleft provisions require careful consideration for commercial or closed-source integration. While OIDC is supported, initial setup requires manual configuration of environment variables. The project mentions AI-assisted development, but the extent and impact of AI on core functionality are not detailed.