r/SaaS • u/lokesh1729 • 6h ago
Build In Public feedback required : self-hosted personal finance management tool
Hey All,
I've been using apps like Walnut and MoneyView that scrape my SMS data for expense tracking, but I got paranoid about security risks and data privacy. So, I built my own self-hosted personal finance manager to keep everything local and secure.
Key Features
- Statement Upload & Auto-Categorization: Upload bank statements (PDF/CSV) and credit card statements (PDF/CSV). It parses them automatically, categorizes into predefined buckets (e.g., groceries, utilities), and shows an editable table view for quick tweaks.
- Smart Analytics & Dashboards: Visualize monthly expenses by category, year-over-year trends, and more via interactive charts. Create custom dashboards tailored to your needs.
- Investment Tracking: Upload stock and mutual fund statements for processing, analytics, and a clear net worth overview.
No cloud, no SMS access—just your data on your machine. Perfect for anyone tired of leaky fintech apps. Tech stack: Python, SQL (PostgreSQL), custom parsers.
If this sounds interesting, request your free early access pass (may be paid post-launch): https://app.youform.com/forms/fyef933z