AgentIndex icon
AgentIndex
ToolsMCP ServersHOTCategoriesTrendingNewBest ListsCompareGuides
Submit Tool
ToolsMCP ServersHOTCategoriesTrendingNewBest ListsCompareGuides
Home/
Data Processing/
moneymatter
moneymatter logo

moneymatter

Active·★ 187·AGPL-3.0·Updated 2026-10-23

MoneyMatter is an open-source personal finance management tool designed to centralize accounts, budgets, investments, loans, and net worth. It supports manual entry, bank syncing, and AI-powered transaction processing, offering both self-hosting and cloud options for complete financial control.

#Personal Finance#Self-hosting#Budgeting#Investment Tracking#Net Worth#Financial Management#Open Source#AI Integration
$ Install
$ git clone https://github.com/letehaha/moneymatter.git && cd moneymatter/self-hosting && cp .env.example .env && docker compose up -d
↗ Visit site★ GitHub
01

Features

01Multi-currency account and transaction management with bank synchronization
02Comprehensive investment portfolio tracking (stocks, ETFs, crypto, ventures)
03Detailed financial reporting including customizable dashboards, cash flow, and net worth history
04AI integration for automated transaction categorization and statement parsing
05Data import/export (CSV, OFX, YNAB, JSON, XLSX) and backup/restore functionality
02

Compatibility

Docker
Deployment
Verified via docs
Node.js
Backend Runtime
Verified via docs
PostgreSQL
Database
Verified via docs
Redis
Cache/Queue
Verified via docs
OpenAI
AI Model
Verified via docs
Anthropic
AI Model
Verified via docs
03

Quick start

1
$ git clone https://github.com/letehaha/moneymatter.git
2
$ cd moneymatter/self-hosting
3
$ cp .env.example .env
4
$ docker compose up -d
04

Use cases

↳Consolidating all personal financial data (accounts, investments, loans) into a single dashboard.
↳Tracking and managing budgets, subscriptions, and loans to achieve financial goals.
↳Analyzing spending patterns and net worth evolution through customizable reports.
↳Automating the categorization of transactions and parsing of bank statements using AI models.
↳Self-hosting a personal finance application for enhanced data privacy and full control.
05

Alternatives

⚡Top VS:
VSHwpForge★20→VSlunchmoney-mcp★109→VSOpenMetadata★15.6k→VSFinanceToolkit★5.5k→
HwpForge logo
HwpForge★ 20
Rust library for programmatic control of Korean HWPX documents — Markdown→HWPX conversion, JSON round-trip editing, MCP server for AI agents 🔥
VSCompare→
lunchmoney-mcp logo
lunchmoney-mcp★ 109
A Model Context Protocol (MCP) server implementation for LunchMoney, providing programmatic access to personal finance management through LunchMoney's API.
VSCompare→
OpenMetadata logo
OpenMetadata★ 15.6k
OpenMetadata is a unified metadata platform for data discovery, data observability, and data governance powered by a central metadata repository, in-depth column level lineage, and seamless team collaboration.
VSCompare→
FinanceToolkit logo
FinanceToolkit★ 5.5k
Transparent and Efficient Financial Analysis
VSCompare→
open-sunsama logo
open-sunsama★ 115
Open-source Sunsama alternative: a daily planner with kanban, time blocking, and focus mode that Claude and ChatGPT can use. One-click MCP connector (OAuth), REST API, web/desktop/mobile apps, self-hostable.
VSCompare→
norman-mcp-server logo
norman-mcp-server★ 62
AI-powered bookkeeping and tax filing automation via MCP for entrepreneurs at the heart of the European economy
VSCompare→
ynab-mcp-server logo
ynab-mcp-server★ 40
Local MCP server for YNAB with read-only defaults, full API coverage, safe write controls, and support for budgets, transactions, categories, accounts, and reporting.
VSCompare→
kordoc logo
kordoc★ 2.7k
모두 파싱해버리겠다 — HWP·HWPX·PDF·Office 문서를 Markdown으로. 양식 자동 채우기와 신구대조를 갖춘 CLI·MCP 서버 | Convert Korean documents (HWP, HWPX, PDF, Office) to Markdown — CLI and MCP server with form filling and diff
VSCompare→
See all alternatives →

Comments

Log in to leave a comment

No comments yet. Be the first!

On this page
01Features02Compatibility03Quick start04Use cases05Alternatives
letehaha /
moneymatter
↗

Open-source, self-hosted budget tracker and personal finance app. Bank sync, multi-currency, investments, and a built-in MCP server for Claude and ChatGPT.

187AGPL-3.0
Last commit2d ago
StatusActive
CategoryData Processing
Links
Documentation↗Discussion↗Issues↗Releases↗
Cloud Infrastructure
Ad

Deploy on DigitalOcean

Host your MCP servers, Docker containers, and AI agents with $200 free credit over 60 days.

Claim $200 Free Credit
© 2026 AgentIndex.app|Built by a 10-year iOS Developer.
Best by use caseAboutContactAdvertisePrivacy PolicyTerms of UseQYSGitHubBuy me a coffee ☕

Browse by Category

MCP ServersCode AssistantWorkflow AutomationRAG / Knowledge BaseMulti-AgentBrowser AutomationLLM InfraDev ToolingObservability

Not affiliated with Anthropic, OpenAI or Microsoft.