FinTrack — Personal Finance Tracker

A self-hosted finance tracker with a liquid glass UI, multi-account support, recurring transactions, categories, and Maybe Finance import.

Quick Start with Portainer

1. Copy the env file

   cp .env.example .env
   # No credentials needed — uses SQLite (like the dmarc-dashboard project)

2. Deploy via Portainer

   • Open Portainer → Stacks → Add Stack
   • Paste the contents of docker-compose.yml
   • Set environment variables from .env
   • Deploy

3. Access the app at http://your-server:8080

Local Development

Backend

cd backend
npm install
npx prisma generate
npx prisma migrate dev
node prisma/seed.js      # optional: seed default categories
npm run dev

Frontend

cd frontend
npm install
npm run dev

Backend runs on :3001, frontend on :5173 (proxied to backend via Vite).

Features

• Multiple accounts — checking, savings, credit cards, investments, cash
• Transactions — with search, filters, pagination, category assignment
• Categories — with sub-categories, icons, and colors
• Recurring transactions — daily/weekly/biweekly/monthly/quarterly/yearly with pause/resume
• Dashboard — balance overview, income vs expenses chart, category pie chart
• Import — Maybe Finance CSV and generic bank CSV (auto-detects Dutch/English columns)

Importing from Maybe Finance

1. In Maybe Finance go to Settings → Export → Transactions CSV
2. Select the account and date range and download
3. In FinTrack go to Import, select Maybe Finance mode
4. Choose the target account and upload the CSV

Duplicate detection uses the id field from Maybe exports — re-importing the same file is safe.

Tech Stack

Layer	Tech
Frontend	React 18, Vite, Recharts, Tailwind
Backend	Node.js, Express, Prisma ORM
Database	SQLite (via Prisma ORM)
Proxy	Nginx
Container	Docker / Portainer

Environment Variables

Variable	Default	Description
DATABASE_URL	file:/app/data/finance.db	SQLite file path (inside container)
PORT	8080	Exposed host port