A self-hosted personal finance dashboard. Track net worth over time, manage investments and liabilities, and run a full cash flow register with bank import and reconciliation.

Dashboard

• Net worth chart with month-over-month history
• Asset allocation breakdown (investments, real estate, cash, etc.)
• Liability tracking
• Manual balance entry with account override support
• Accounts marked as "ignored" are excluded from charts

Cash Flow Register

• Multiple named register accounts (e.g. Checking, Savings)
• Manual transaction entry with description autocomplete from prior transactions
• Import bank statements (CSV) — supports multiple date formats and column layouts
• Running balance column (Quicken-style: balance updates on every row)
• Reconciliation: match bank-imported rows to manual ledger entries
• Bulk reconcile: select multiple bank rows and add or delete in one action
• Duplicate a manual transaction to quickly enter similar entries
• "Today" marker row so you can see where the current date falls relative to transactions
• Balance cutoff: set a cutoff date + balance to hide older transactions
• Default account: one account auto-selected when you open the register

General

• Single-password authentication with session cookie
• Dark mode support
• Fully self-hosted — no external services or accounts required

• Docker with Compose (v2 recommended, v1 also supported)
• openssl (for secret generation during setup)
• A logo image at frontend/static/logo.png (optional — shown in the header)

git clone <repo-url>
cd flow
./setup.sh

setup.sh will:

1. Check for Docker and Compose
2. Generate a random database password and secret key and save them to .env
3. Find a free port (default 8000) and save it to .env
4. Prompt you to set a dashboard password
5. Build and start the containers
6. Wait for the app to be healthy and print the URL

Re-running setup.sh is safe — it keeps your existing secrets and offers to update the password.

./deploy.sh

deploy.sh pulls the latest code from main, auto-detects any pending claude/ feature branches, offers to merge them, then rebuilds and restarts the containers. If requirements.txt changed it rebuilds from scratch automatically.

./deploy.sh --skip-git   # rebuild and restart without touching git

Stored in .env (created by setup.sh, never committed):

flow/
├── backend/              # FastAPI application
│   ├── main.py           # App entry point, lifespan migrations
│   ├── models.py         # SQLAlchemy ORM models
│   ├── auth.py           # Session-cookie authentication
│   ├── database.py       # DB engine and session factory
│   ├── parser.py         # Investment/balance CSV parser
│   ├── register_parser.py# Bank statement CSV parser
│   ├── reconciler.py     # Bank-to-ledger match suggestions
│   └── routers/
│       ├── data.py       # /api/data — accounts, balances, timeseries
│       ├── upload.py     # /api/upload — CSV import
│       └── register.py   # /api/register — cash flow register
├── frontend/
│   ├── index.html        # Single-page app (vanilla JS)
│   └── static/           # Static assets (logo, etc.)
├── docker-compose.yml
├── setup.sh              # First-run setup
└── deploy.sh             # Update and redeploy

Stack: FastAPI · SQLAlchemy · PostgreSQL 16 · vanilla JS · Docker

Go to Cash Flow → Import Bank CSV. The parser handles various CSV layouts and date formats automatically (MM/DD/YY, MM/DD/YYYY, YYYY-MM-DD, etc.). After import, unmatched bank rows appear in the register for reconciliation — match them to existing manual entries or use Add to Ledger to create one.

docker compose logs -f app   # live app logs
docker compose down          # stop everything
docker compose down -v       # stop and delete the database (destructive)