A Locally Runnable Personal Budget Tracking & Financial Web Application

This application is designed for two main types of users, each with distinct needs but a shared goal: gaining full control over their finances.

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For Individuals

If you're looking for a reliable way to monitor your income and expenses, this tool provides:

• Clear categorization of expenses
• Period‑based filtering
• Synthetic and comprehensive charts for quick insights
• Key financial indicators such as end‑of‑month account balances

These features help you understand your money flow, detect inconsistencies, and improve your overall capital management.

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For Investors

If you want a consolidated view of your assets, the application enables you to:

• Group assets by class and visualize portfolio allocation
• Track portfolio performance using multiple metrics, including MRR over weeks, months, or years

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Shared Features

Both individuals and investors benefit from:

• A complete patrimony overview
• The ability to analyze its evolution over any chosen period

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How to Use It

1. Export your bank and brokerage account data and format it as required
2. Place the data files in the designated repository
3. Open the web application — and you're ready to go

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Data Formatting — Opereations

Export your bank data as a CSV file with the following structure:

date;category;subcategory;label;expense;income;balance

• Date — When the operation occurred, formatted as DD/MM/YYYY. Used for period filtering.
• Category — Operation category. Available categories include:
  • Alimentation & restaurants
  • Achats & shopping
  • Loisirs
  • Logement & charges
  • Santé
  • Don
  • Impôts, taxes & frais
  • Transports
  • Voyages
  • Epargne & placements
  • Note de frais
• Subcategory — Operation subcategory. (To be filled.)
• Expense — Expense amount if applicable; otherwise empty.
• Income — Income amount if applicable; otherwise empty.
• Balance — Account balance after the operation.

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Operations Data Sample

date;catégorie;sous-catégorie;libellé;débit;crédit;solde
31/01/2026;Balance;Balance;Balance;;;9999.99
02/01/2026;Alimentation & restaurants;Supermarché, épicerie;Myfunmarket;20.13;;
29/01/2026;Revenu;Salaire;MySocietyName;;1222.22;

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Data Formatting — Assets

Export your brokerage data as:

date;category;subcategory;description;location;value;invested

• Date — Account status date, formatted as DD/MM/YYYY.
  Ensure at least one entry exists for the last day of each month.
• Category — Asset category:
  • Crypto
  • Actions & Fonds
• Description — Any additional information not covered by previous fields.
• Location — Where the asset is held (online wallet, brokerage account, retirement plan, etc.).
• Value — Total account value (liquidation value + cash + more).
• Invested — Total invested amount.

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Assets Data Sample

date;categorie;sous-categorie;description;emplacement;valeur;investissement
31/01/2023;Actions & Fonds;Brkrge acc. 1;Description;Bank Asset Mangmnt;999.99;888.88