OpenMonetis is a self-hosted, open-source personal finance manager for users prioritizing data control and customization. It targets individuals who prefer managing their finances locally, offering a comprehensive solution for accounts, cards, budgets, and transactions, free from third-party dependencies.

How It Works

Built on Next.js, React, TypeScript, and PostgreSQL (Drizzle ORM), OpenMonetis is Docker-deployable. Its key feature is an Android companion app that automatically captures bank notifications for draft transaction entry. It also supports manual input, OFX/XLS/XLSX imports, and integrates AI (Claude, GPT, Gemini) for financial insights, providing a flexible, data-private approach.

Quick Start & Requirements

• Self-hosting: Requires Docker. Download docker-compose.yml, configure .env, run docker compose up -d. Access at http://localhost:3000.
• Development: Requires Docker, Node.js (22+), pnpm. Clone repo, pnpm install, configure .env, pnpm docker:db, pnpm db:push, pnpm dev. Detailed setup guides are in the README.

Highlighted Details

• Automatic bank notification capture via Android companion app (major Brazilian banks supported).
• AI-powered financial insights (Claude, GPT, Gemini).
• Comprehensive tracking: accounts, cards, budgets, installments, invoices, OFX/XLS/XLSX import.
• Optional S3-compatible storage for attachments and Logo.dev integration for establishment logos.

Maintenance & Community

A personal project by Felipe Coutinho, encouraging community contributions via Pull Requests. Architectural guidelines are in CLAUDE.md. Sponsorship is available. No explicit community chat channels are listed.

Licensing & Compatibility

Licensed under CC BY-NC-SA 4.0. Permits personal use, modification, and distribution but strictly prohibits commercial use. Modifications must be shared under the same license.

Limitations & Caveats

Strictly self-hosted; no online version. No Open Finance API integration; relies on manual entry, statement imports, or companion app. Requires user discipline for regular data logging. S3 storage and Logo.dev integrations are optional and require configuration. Companion app is Android-only.