Your bank balance is only part of what you own, and MoneyMatter adds the rest: cash accounts, brokerage portfolios, cars, loans, and private deals roll into one net worth figure in your base currency. Add transactions by hand, import CSV, OFX, QFX, YNAB, Wallet, or Microsoft Money files, or let an AI model you provide parse a statement, while Monobank, SimpleFIN, Lunch Flow, and Walutomat connections sync accounts automatically. Each transaction can carry categories, tags, payees, notes, attachments, and splits, transfers and refunds link to their counterparts, and automation rules tidy new entries. Envelope-style budgets assign money to lines with Assigned, Activity, and Available columns and rollover rules, savings goals read progress from account balances, subscriptions and bills send reminders, and loans show payoff projections. Stocks, ETFs, and crypto are priced daily, vehicles depreciate along a curve, and a FIRE planner estimates years to Lean, Regular, Fat, Barista, and Coast FIRE. A customizable dashboard, cash flow, money flow, net worth history, trends comparison, and pivot table chart the results. Share accounts with a household member, export JSON, CSV, or XLSX, back up everything, or connect Claude, ChatGPT, or Claude Code through the built-in MCP server. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.

With over 24,000 GitHub stars and active development since 2014, Firefly III is the self-hosted personal finance manager that gives you complete control over your financial data without ever contacting external servers. The double-entry bookkeeping system tracks every transaction with source and destination accounts, ensuring accurate balance calculations and audit trails across checking, savings, credit card, cash, and asset accounts. Budget management sets monthly spending limits by category with visual progress tracking and rollover support for unused allocations. Rule-based transaction automation applies categorization, tags, and budget assignments automatically based on configurable conditions matching description, amount, source, and destination patterns. Recurring transactions schedule regular bills, subscriptions, and income entries with automatic creation on configured dates. Piggy banks divide savings accounts into virtual sub-accounts for goal tracking with target amounts and deadlines. Financial reports include income versus expense summaries, budget performance charts, category breakdowns, tag reports, and net worth tracking with weekly, monthly, and yearly time ranges. Multi-currency support handles any currency with configurable exchange rates for international finance tracking. The REST JSON API covers nearly every feature for integration with external tools, import utilities, and the companion Firefly III Data Importer for bank statement processing. Two-factor authentication provides account security. Self-hosting deploys via Docker containers or directly on PHP 8.5+ with MySQL or PostgreSQL. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.

If your books live in a plain-text Beancount ledger, Fava turns that file into a browsable dashboard of statements, charts, and a built-in editor. Income Statement, Balance Sheet, Trial Balance, Journal, Holdings, and Statistics reports render as tables and charts, with stacked or single bars, monthly breakdowns, and at-cost conversion. Three top-bar filters narrow every report. Match by date, account pattern, #tag, ^link, payee, metadata, or amount; spaces require all conditions, commas accept any. The Query page runs Beancount Query Language statements like bean-query. Two-column results become line or treemap charts, and every result exports to CSV, plus XLSX and ODS with the Excel extra. The browser editor autocompletes accounts, payees, and tags. Press n for a quick-add form that records a new transaction. Drag a receipt onto an account name to file it in that account's documents folder, or onto a Journal row to attach it to the transaction. Budget directives from daily to yearly show remaining amounts in charts and reports. Colored indicators flag passed or failed balance checks on opted-in accounts. Importers feed a review list; extensions add custom report pages. Gmail-style keyboard shortcuts speed up daily use. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. MIT licensed.