Review and organize personal finance transactions from a keyboard-driven terminal, a browser, or an MCP client. Moneyflow runs as one Go binary with the web app embedded.
This checkout contains the Go replacement. It is not a claim that a stable Go release has been published. Check GitHub Releases for released binaries; the older PyPI package is the retired Python application.
Install mise and Make, then use the pinned tools:
mise trust
mise install
mise exec -- make web-install buildFollow development setup for the private temporary directory
needed by Unix demos, then run mise exec -- make tui-demo or mise exec -- make web-demo.
Demo data is synthetic and temporary. To keep your own data, run ./bin/moneyflow tui or
./bin/moneyflow web and choose Add profile.
For binaries, installers, updates, and Windows instructions, see installation. If you used Python Moneyflow, read moving to Go before connecting accounts. Local-only Python edits do not transfer automatically.
| Source | What you can do |
|---|---|
| Monarch Money | Import transactions and review edits before writing them back |
| YNAB | Connect one plan and write supported payee/category edits and deletions |
| Amazon | Import order-history CSV files, categorize purchases locally, and match bank charges to products |
| Bank CSV | Import Chase credit-card exports, reconcile overlapping files, and preserve local edits |
| SimpleFIN | Import bank data and edit locally; experimental, with live-bank testing pending |
Use the same profiles in the terminal, browser, and MCP server. Edits and undo/redo history survive restart. Review changes before committing them. Money is stored exactly as signed integer minor units, never floating point.
- Quick start: open a profile and review a transaction.
- Amazon guide: import, reimport, and inspect matched products.
- Keyboard shortcuts: navigate and edit without a mouse.
- Exports: save transactions for analysis.
- Configuration: choose data paths and configure web access.
- Security: understand local storage and network boundaries.
- Development: build and verify changes.
- Documentation maintenance: writing rules, ownership, and publishing.
Moneyflow is MIT-licensed. The website is moneyflow.dev; it follows stable Go releases after cutover, not every change in this branch.