Search Results for "personal"
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Showing 191 open source projects for "personal"
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Firefly III
Firefly III: a personal finances manager
Firefly III is a personal finance manager and double-entry accounting tool built to help individuals and small organizations track budgets, investments, debts, and expenses. Users can import bank statements (CSV, OFX, QIF) or integrate via APIs, map transaction categories, and reconcile accounts. The system supports budgeting schedules, repeating transactions, automatic categorization rules, and reporting dashboards to analyze trends over time. -
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Actual
A local-first personal finance app
Actual is a local-first personal finance application designed to give users full control over their budgeting and financial data without relying on centralized cloud services. It is built using Node.js and operates with a synchronization layer that allows users to keep their data consistent across multiple devices while still maintaining ownership of their information. -
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Budget
Get a grip on your finances
Budget is an open-source web application designed to help users manage their personal finances by tracking transactions, organizing expenses, and visualizing spending patterns. It is built as a self-hostable platform, giving users full control over their financial data while still offering the convenience of a modern web interface. The application allows users to input transactions manually or import them from CSV files, making it adaptable to different workflows and banking systems. ... -
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Tally
Let agents classify your bank transactions
Tally is an open-source, AI-assisted tool designed to automate the classification of personal financial transactions, helping users turn raw bank data into meaningful categories without manual tagging. At its core, Tally pairs a local rule engine with large language models so that an AI assistant (like Claude Code, Copilot, or any CLI agent) interprets, suggests, and categorizes expenses, savings, subscriptions, and income events based on your own rules and behavior. -
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Yahoo! Finance market data downloader
Yahoo! Finance market data downloader
Ever since Yahoo! finance decommissioned their historical data API, many programs that relied on it to stop working. yfinance aims to solve this problem by offering a reliable, threaded, and Pythonic way to download historical market data from Yahoo! finance. yfinance aimed to offer a temporary fix to the problem by scraping the data from Yahoo! Finance and returning a the data in the same format as pandas_datareader's get_data_yahoo(), thus keeping the code changes in existing software to a... -
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Wallos
Open-source, self-hostable personal subscription tracker
Wallos is an open-source, self-hostable personal subscription tracker built to help you understand and control recurring expenses without relying on spreadsheets or paid budgeting platforms. It focuses on turning subscriptions into a clear, organized view of your financial commitments, helping you spot waste, anticipate upcoming charges, and plan your budget with fewer surprises. -
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Dexter
An autonomous agent for deep financial research
Dexter is an autonomous agent tailored for deep financial research: you pose complex financial questions (for example, about a company’s revenue growth or financial ratios) and Dexter breaks them down into structured research tasks, fetches relevant real-time data (e.g. income statements, cash flows), performs analysis, and returns data-backed answers. It uses a multi-agent architecture with components such as a planning agent (to decompose queries), an action agent (to run tasks & fetch... -
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Actual Budget
Fast, privacy-focused personal finance app
Actual Budget is a fast, privacy-focused personal finance app built around the proven envelope budgeting methodology. It keeps you in control of your money with tools designed to help you make thoughtful financial decisions rather than relying on automated guesswork. The app is fully local-first, meaning it works offline and syncs quietly across your devices without ever compromising ownership of your data. -
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AutoHedge
Build your autonomous hedge fund in minutes
AutoHedge is an AI-driven financial automation system designed to simulate and manage hedging strategies using intelligent agents. The project focuses on applying autonomous decision-making to financial risk management, allowing agents to analyze market conditions and adjust positions dynamically. It is built around the concept of algorithmic hedging, where strategies are executed programmatically rather than manually, enabling faster and more consistent responses to market changes. The... -
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EZ Bookkeeping
A lightweight, self-hosted personal finance app
Ez Bookkeeping is an open-source personal finance and bookkeeping web application designed to help individuals and small businesses track income, expenses, accounts, and budgets with simplicity and clarity. It provides a clean, modern interface where users can enter transactions, categorize expenses, and visualize financial data through dashboards, charts, and monthly summaries so that users can better understand their cash flow and spending patterns. -
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WYGIWYH
A simple but powerful self-hosted finance tracker
WYGIWYH (What You Get Is What You Have) is a self-hosted, principles-first personal finance tracker built for people who prefer a simple, intuitive approach to tracking money without complicated budgets or categories. Based on a philosophy that you should use what you earn each month for that month, it helps you understand where your funds go while keeping savings clearly separated so they aren’t accidentally dipped into for everyday expenses. -
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ThetaGang
ThetaGang is an IBKR bot for collecting money
ThetaGang is an IBKR trading bot for collecting premiums by selling options using "The Wheel" strategy. The Wheel is a strategy that surfaced on Reddit but has been used by many in the past. This bot implements a slightly modified version of The Wheel, with my own personal tweaks. The strategy, as implemented here, does a few things differently from the one described in the post above. For one, it's intended to be used to augment a typical index-fund-based portfolio with specific asset allocations. For example, you might want to use a 60/40 portfolio with SPY (S&P500 fund) and TLT (20-year treasury fund). ... -
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Personal Budget Tracker
Personal Budget Tracker — Simple Expense Logger
Personal Budget Tracker is a minimal yet functional CLI tool to help users manage their income and expenses. It supports categorization, listing, and CSV export. Great for learning Python or organizing your personal finances. -
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GnuCash
Personal and small-business finance manager
GnuCash is a personal and small-business finance manager with a check-book like register GUI to enter and track bank accounts, stocks, income and expenses. GnuCash is designed to be simple and easy to use but still based on formal accounting principles. -
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HomeBank
Free, easy, personal accounting for everyone
«HomeBank» is the software you have always wanted to manage your personal accounts. It brings you many features to analyze your finances in a detailed way instantly and dynamically with powerfull report tools based on filtering and graphical charts. -
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Actual Budget
Local-first personal finance app for budgeting, tracking accounts,
...Actual combines strong performance with a clean budgeting workflow and is especially well known for its support of envelope budgeting. It is designed for users who want a practical and transparent personal finance tool that remains private, flexible, and self-directed. Optional end-to-end encryption and multi-device sync help users keep control over both access and portability. -
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Yapbam (Yet Another Personal Bank Account Manager) is ... another personnal bank account manager. It's cross-platform (Java), portable, extensible (with plugins), and (I hope) easy to use. More information at http://www.yapbam.net If you think Yapbam is valuable, please vote up below.
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OpenMoneyBox
Budget management
OpenMoneyBox is an application designed to manage small personal budgets in the easiest way. Check the homepage to download apps/packages for additional Operating Systems. -
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MoneyCSV
Personal finance transaction tracker similar to the obsolete MS Money
This personal finance program allows you track all personal accounts including investment accounts. Money CSV provides reoccurring bills, budget tracking, report generation, net worth tracking and custom transaction import rules. The program supports importing of downloaded transaction files (CSV, OFX, QFX and QIF). Money CSV supports stock price updates if you get a key for the Yahoo Finance (YH Finance) API from RapidAPI.com. -
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Grisbi is a very functional personal financial management program with a reasonable set of homefinance features.
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EasyCalendarBudget
Personal Finance and Budgeting Program with a Calendar View
With Easy Calendar Budget, you can view your dollar balances any day - even into the future. Simply enter your starting account balance, add your transactions, then view the calendar or reports. Profit and Loss reports can be printed, of a date range of your choosing. A platform independent and portable program, that works by running locally on your computer. (Please note: This program was written in Java, and so requires Java to be downloaded and installed once to run. Eg. available... -
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ezBookkeeping
A lightweight personal finance app hosted by yourself.
ezBookkeeping is a lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features. It helps you record daily transactions, import data from various sources, and quickly search and filter your bills. You can analyze historical data using built-in charts or perform custom queries with your own chart dimensions to better understand spending patterns and financial trends. ezBookkeeping is easy to deploy, and you can start it with just one single Docker command. ... -
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M. Vezelis Bits Visualiser
It helps you track your personal budget and visualises income/expenses
The application helps you track your personal budget income and expenses, and visualises the in and out flows. The visualiser lets you set the targets that you expect to reach in the budget, and the asynchronous transactions scheduler keeps a track of such budget changes in the background. The observations summary panel gives you information on the current status of the budget. -
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Open Tax Solver
Calculates income tax form entries, helps do your taxes.
OTS is a safe, secure, easy-to-use program for calculating Tax Return Form entries, and determining your tax-owed or refund-due, for Federal or State personal income taxes. Includes updated versions for US 1040, Schedules A, B, C, D, and for several states. OTS provides both graphical and textual interfaces for quickly filing out your tax forms. --- Best way to download the correct version for your platform -- go to the OTS WEBSITE: =====> https://opentaxsolver.sourceforge.net/ -
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Openbravopos
Open Source Openbravo POS convert to Commercial Retail ERP and POS
Complete and user-friendly retail POS functionality A comprehensive, flexible, and user-friendly cloud-based retail POS software. 1. Sales, quotations, reservations, and returns, including cross-store and cross-channel scenarios. 2. Automatic validation of customer personal data. 3. Configuration of keymaps for quick access to options and featured products. https://www.youtube.com/watch?v=Aai3iYLP2TQ&pp=ygUNb3BlbmJyYXZvIGtkcw%3D%3D Contact: both version of Openbravo POS osopenbravo@gmail.com Join Our Channel: https://whatsapp.com/channel/0029Vavg10ZIXnlvG5dUDu0x
