Moneypit

Local-first personal finance dashboard. Your bank data stays on your machine.

Features

• Bank CSV import — auto-detects Pekao (ING and mBank stubbed)
• Receipt scanning — snap a photo, Claude Vision extracts the transaction (requires ANTHROPIC_API_KEY)
• Rules engine — auto-categorizes transactions by pattern matching; create and edit rules from the UI
• Recurring detection — flags subscriptions and repeating charges
• Dashboard — spending by category, top vendors, recurring charges, income vs. spend totals
• Transactions browser — search, filter by category/profile/date/direction, sort, paginate
• Profiles — separate budgets (e.g. personal vs. business) with per-profile filtering
• Settings — manage profiles, change password, set default currency, export CSV, delete data
• Auth — email/password registration, session-based login with cookie auth
• Light/dark mode

Run it

python -m venv .venv
.venv\Scripts\activate          # Windows
# source .venv/bin/activate     # macOS/Linux

pip install -e .
python -m moneypit

Then open http://127.0.0.1:8000

For receipt scanning, set ANTHROPIC_API_KEY in your environment before starting.

Import data

• CSV — drop your bank export and click "Import" in the UI, or use the /import page
• Receipt — upload a photo/PDF of a receipt; review the extracted data before saving
• Manual — add transactions by hand from the import page

Roadmap

• Bank CSV import (Pekao)
• Receipt parser (Claude Vision)
• Rules engine with UI management
• Multi-profile support
• User auth (register / login / logout)
• Settings page (password, currency, export, account deletion)
• ING + mBank CSV parsers
• Gmail subscription scanner
• Docker image for self-hosting