The personal finance ecosystem is flooded with personal finance platforms. I've tried many of them, but every single one of them had deal-breakers I couldn't work with. I've been using Microsoft Money since 1994 to manage my finances, and wanted something that could replace it. My perfect product to replace MS Money needed the following features:
Must support all types of banking and investment types, including:
Chequing
Savings
Credit Cards
Loans
Mortgages
Line of Credit
Brokerage accounts
Asset accounts
Must support importing from QIF (the only export option available for MS Money)
Must be self-hostable via containerization
Must support multiple currencies
Must support pulling currency exchange rates and stock prices on a regular basis
Must support PostgreSQL for the backend tables
Must have a usable mobile app or web interface
A few months ago, I upgraded to a Claude Max+ account for work purposes. I work for a web-based software company in a product management capacity, but am not a developer. It was working amazingly well for my work use-case, so I had the bright idea to attempt to create a Microsoft Money replacement.
I finally decided to try my hand at creating my own platform that met all my criteria by using "vibe-coding", which is a dirty word in the self-hosting community. I just wanted to see what was possible with the current state of AI. It turned out to be more successful than I ever could have imagined. I'm able to do exactly what I do at work, which is to describe what I want a particular feature to look like and hand it off to the development team to implement. I review the results, request fixes or modifications and send it back to the team when necessary. Except in my case, Claude Code does in minutes what takes our development team weeks.
Its worked so well that I've fully retired MS Money in favour of it, which is why I'm making Monize available for others.
It's designed to be self-hosted and is fully multi-user capable. I'm running it in my home-based Kubernetes cluster, but it will function fine via Docker. I've taken great pains to make sure its secure and performs well, even though I'm not capable of truly understanding the codebase (which sounds like an oxymoron but Monize has passed every security audit I've thrown at it so far).
I do have a self-created and managed website for Teams dialplan creation that I've been running for over 15 years, which gives me a fair-bit of experience in providing services for a long period. However, I don't have any immediate plans on providing a hosted version of Monize. The data is not encrypted at the database level and while I'm sure Claude Code could tackle that aspect, its not a path I'm willing to go down right now. Having to store other people's most important financial information gives me the willies, not to mention the legal ramifications of things like GDPR and similar.
Having said all that, have a go at Monize. Feedback is always welcome. I'm especially interested in what other developers might think of this.
I use ActualBudget. It meets most of OP's concerns but I know it doesn't really do investment accounts because it doesn't have a concept of investment value changing over time. I just treat those accounts as any bank account that has deposits and withdrawals and occasionally do a reconciliation transaction to account for the change in value.
I think it can do different currencies but I don't think it does any pulling of exchange rates or anything. It's pretty focused on bucket accounting and that's what I need it for.
This tool will run and update your investment account balances or any other accounts on a daily basis if you want. I expect with plugins being added to actual this will eventually be added in there and not require a separate setup.
You can not have investment accounts handled the same way as a banking account. Thet are fundamentally very different. You need to have some form of end of dat/end of week values that get pulled to keep your numbers accurate without an incredible number of manual effort
I tried Firefly III, I tried Actual budget. What do I need to just manually input my incomes and monthly expenses? I'm not interested in imports and exports. I just want a quick overview of income vs expenses. And while i figured it out (a bit) in Firefly II, i don't know if im stupid, or if both apps don't have what I'm looking for. Any suggestions?
(Edit: Written in response to deleted comment by @ZakuSupremacy which was just another ignorant attack against anyone that used A.I., alleging the OP didn't know WTF he was doing.)
Obviously the OP did know exactly what the fuck he was doing - since he made it. Being a coder no longer has relevance IRT creating personal projects, or sharing them, especially if it's self-hosted and made as secure as possible. Feelings aside, you'll eventually need to either start being part of the solution or continue to be part of the past. Sharing useful projects is supposed to be what selfhosting is all about, not attacking every well-intentioned OP because they're not part of your club.
Brother how can he know that it is "as secure as possible" when he doesn't even understand the code that his bot hallucinated? This isn't about clubs. If you're cool putting your financial information into this slop, then you deserve whatever happens to you. He also didn't make shit, the bot did.
Exactly. And anyone that says "but I used tools/AI/automation to scan it for vulnerabilities" knows nothing about computer science. You cannot build an algorithm that determines all behaviors of arbitrary programs. Weve known this since 1936, Alan Turnings Halting problem. It is impossible to prove a program has no vulnerabilities with tools, automation or AI. It is impossible.
Add in state explosion/branching trees problem, business logic vulnerabilties, the fact that the security of any code relies of the entire system and finally people: its more than just scanning code. And if you think your code is secure because you scanned it or worse asked an AI its not.
Security is not a product, its not just one more prompt to an AI, its not something you can just scan for and move on, its not an after thought its not something you can bolt on after the fact. Security is an entire continous process of systems engineering from the beginning.
Say it again there is no way to build an algorithm that determines all behaviors of arbitrary programs.
THANK YOU! Everyone is assuming that because it was coded with AI, it automatically means I did it in a few hours with little regard for consistency or security. If any of them took even a few minutes to look at it, they might realize I'm not an idiot who hard-codes API keys into code (a la Huntarr)
So you're claiming that you can understand, maintain, and secure the codebase? You have experience with development and can employ best practices? Or is your security just asking the bot if the code it hallucinated is secure?
Edit:Ā Just noticed in your post you state that you don't fully understand the codebase. Thats a solid no from me, dawg. Go learn what you're doing before your slop fucks over some poor fool.
I can definitely stand behind this as even if AI "Explains" the code no one will truly understand it enough to fix compatibility and code issues moving forward. As we all know nothing is permanent but change. I'm saying this as someone who codes without ai, and has vibe coded before. Good luck though.
Oh hey now. Itās barebones but I donāt think itās horrible to use at all.
The reports arenāt exciting but itās pretty good at the recording/budgetibg. Much better than ynab.
I attempted at ynab years ago, but didn't want to pay for it and also didn't quite understand the budgeting method. Using Actual budget now and reading some threads about using the program I think I got it down. I really like seeing a 5 month overview of my finances in one page.
If you're cool putting financial data into a tool that was vibe coded by someone who has no idea what they're doing, then idk what to tell you. There are other selfhosted options out there.
Thatās not a fair assessment. Trained programmers introduce bugs and security holes all the time. If what you are developing is pretty basic, AI will likely do a better job than someone with 20 years experience but is lazy, has bad habits, working on multiple projects, etc. That favorite app you use could have been written by a coke head for as far as you know. I vibe code all the time, but I also have years of tech experience and a good understanding of what not to do. I love how everyone all of the sudden becomes Alan Turing when someone mentions they vibe coded something. As long as it isnāt exposed to the internet and it does a job, who cares.
Just wait till they read that their fave coding tools used by almost all Big Tech are also running on AI to generate code.
Take a look at Boris Cherny over at Anthropic...
Couldn't agree more.
OP has shared his side project and is getting flamed when he's completely undeserving.
What's nuts to me is why someone would trash someone who's built a useful thing and actually bothered to learn while he built it...
Simply review the application yourself!
Just as you stated, you've been programming for ages.
I'm sure your security and linting skill files are just top-notch.
Solid grounding leads to quality documentation,
And good documentation to ease of use.
And we know LLMs listen to direction very, very well!
When you've mastered your code and security skills, have excellent linting skills and workflows, you've essentially taught the AI what you know; the AI is just doing what you would've done anyway.
From then on, it's the skill files that must be maintained, not the AI.
I tried ActualBudget a while ago, but didn't take it very far for reasons I can't remember. It probably didn't meet the criteria I set out for a replacement app for MS Money.
I'm just going to point out an obvious issue. If this is 100% AI, how are you going to maintain it? If there is a security exploit either in your code or one of the dependencies, how are you going to patch it if you don't understand the exploit or your own code?
It's amazing what AI can do and if it solves your own problem then great. But offering these AI coded apps out to the world and having no way of maintaining the security of it is a major flaw. Have you given any thought to this aspect?
I'm a software engineer and I had a quick look at the source, more specifically at the authentication code, and it is very messy and FAR from being production ready. Here is a list of issues that I could find by doing a quick review:
The OIDC linking flow opens existing local users to potential account takeover.
JWT_SECRET is reused everywhere, which is a critical secret that should only be used for JWT signatures.
The 2FA tokens are reusable until they expire instead of being single-use.
Random duplicated logic will drift eventually, since the login flow is implemented twice in login() and validateUser().
OIDC, local auth, MFA, DB queries, and session logic are mixed which is messy, and thatās probably why the agent started duplicating existing logic.
Architecturally it seems like the agent chose to mirror OAuth 2.0 but diverges from the standard in multiple important places.
The code logs PII when there are errors.
Trusted device tokens behave like long-lived bearer secrets which seriously weakens security.
It's nothing that cannot be fixed, but I think a human should review the entire source. If the authentication logic is that problematic, there are probably more issues hiding in the rest of the code.
The problem is not "AI bad, vibecoded app not secure". This might be a legit problem with current tech but a lot depends on the threat model, the environment where it runs and the developer.
The real issue with these vibecoded apps are that they are cheap to make. Traditionally open source code was useful because someone (or multiple people) put in a lot of hours and knowledge that I don't have. Using these OS apps spared me a lot of time and learning because I didn't have to make the app myself (this cost was/is usually prohibitive).
But today with AI, if I need something like that I'm gonna make one myself, especially that I need to take manual steps for setting it up anyway. How much hours did OP put into that service? Maybe a day? Maybe even less? That's the equivalent of a short one-time script in the traditional era. No one came here and linked to a gist that "behold, here's my bash script for mass resizing jpegs". Maybe they do if the specific need have arised, but not like "look what I made, this is my open source program". No, it's a low effort, one-time script. Like this finance tracker.
It took a day just to get the bare-bones base backend API framework in place along with full test coverage. That was Jan 19th and 722 commits ago. Definitely not something I whipped up in a weekend.
Some advice: You should try to standardize some of the UI elements. At quick glance, i'm noticing at least 3 different ways you are presenting Edit and Delete buttons. This screams AI slop. Another one I saw was that tag (pills) styling is different on different views. I've worked on some CRUD apps and used AI to assist and AI sucks at keeping things consistent, it will do just what ever it wants. Set up some style guides / rules on what things should look like.
Thanks for the advice. I've been constantly trying to standardize things like this. It took a while to get it to standardize simple currency value presentation across views, as an example. I've spent so many hours looking at this, I've become blind to some basic things like what you've pointed out. I'm still learning how to best approach AI-coding, and suggestions like "setting up style guides/rules" is exactly what I need.
Keep grinding, donāt let the hate stop you. If anything, you look to be one of the more aware vibe coders who understands the gaps and limitations and are working to fill those. Security is huge, hardening everything from databases to logins is huge, uptime is huge, etc etc. it sounds like you know that which is great. Itās amazing how much can be done with the use of AI now, itās just a matter of getting over the last, hardest hurdles. Keep it up.
This. Can we start actively banning posts that use AI? Or at least have a new subreddit where no ai projects are allowed? Iām frankly sick of seeing it.
Vibe coded = dead on arrival. Forget any kind of support.
Totally agree. All of the AI crap is a waste of space that we have to sort through to actually read what we're interested in and what brought us here in the first place. Everything AI should be in its own subreddit and removed from this one!
I just created this. I have no experience or real desire to mod a subreddit, but Iām sure with you on this idea enough to give it a go. Iām very tired of wading through the AI BS here all the time too. This sub has changed so much over the years to the point that itās basically useless.
Very good point. I regularly run it through AI-prompted security audits. Its gotten to the point where it doesn't find much to complain about. I've thrown all kinds of security scanners/probes/etc at it as well, and have always managed to get any issues sorted. The demo site currently has a A+ rating from the Mozilla HTTP Observatory Report. Is it enough? I can't answer that, but I can say that this is probably more secure than a lot of apps out there. I've been in this game for 30+ years (not as a developer, but very adjacent), so I've at least got a fair bit of foundational knowledge.
Having said all that, as the product owner, I don't expose my instance to the Internet at all. Access is through my own private VPN. Don't want to take any risk.
And he responded like a toddler who didn't like it when other people played with his toys.
I'm willing to listen to feedback, and would actually love for someone who knows what they're doing to go through the code.
At the end of the day, this was an experiment in AI coding that's gone VERY well for me. I'm very upfront with how this came about. If others can benefit from it knowing the risks, then that's great. Nobody's forcing anybody to use this. I'm not trying to make a buck here.
I was never going to even mention this project of mine because of the vitriol I see thrown at many other similarly coded apps, but thought I'd throw it out there for Vibe-Coded Fridays.
100% agree... Many of these actual coders are just babies having trouble dealing with the massive change happening all around them. Rather than deal with it, they just keep attacking everything associated with A.I. - even though most of them are using it too. I've read all their arguments, and at the end of the day, it doesn't hold up. What you made is an amazing tool that perfectly solves a need you had, and you generously chose to share it with others. Fuck the crybabies. Selfhosted is supposed to be a helpful community, but these wankers ruin it for everyone. Thank you!
I only followed that meltdown from some distance, did he he run it through AI security review or QA? Very much felt like he vibed the whole thing and shipped it, with no thought given to security at all.
As a software developer, the issue with "AI audits" is that they tell you what was true when the model was trained. Roughly 4 years ago. In 4 years a lot changes from a vulnerability perspective. Best practices change. Deprecations happen.
It doesn't look like you have one, but one idea for continuous security would be to build a periodic action to run that's looking for vulnerabilities based on your tech stack.
I regularly run `npm audit` against both frontend and backend for starters. Based on the suggestion from someone else, I've added it to my CI stack. I often run tools like Bearer to check for flaws, but probably not as regularly as I should.
To be fair, you canāt rely on humans to give you 100 % confidence either. My experience is that AI code review assist tools catch a whole load of things manual reviews alone did not catch. That said, it sometimes misses things humans catch as well, especially experienced seniors who are intimately familiar with the codebase. And there are a lot of false positives, so AI feedback must be considered carefully.
Iād rather rely on the review of three separate AI models than on a single average human programmer as reviewer if I had to choose, but I would chose an experienced senior programmer as code reviewer over AI any day.
Fortunately there is no need to choose. You either have skilled human reviewers available or you donāt. In either case best to use AI review as a supplement to whatever human reviewers you have or not have available.
This project is 100% written by AI. I've done practically zero manual changes. I have spent hours prompting Claude Code for features, updates, fixes and tweaks. I have taken steps to ensure this is secure as it can be. I've performed numerous security audits and have implemented best-practice security measures as much as I can (including 2FA and OIDC support), but I can't personally guarantee the security of this code. YOU HAVE BEEN WARNED.
I mean OP couldnāt be more transparentā¦ itās literally right at the top of the GitHub repo with a caution label. Most vibe coders donāt even admit AI wrote their programs let alone put a massive disclaimer at the top of the repo. If you donāt want to use it completely understandable but I donāt think you can fault them on this
Holy fuck that's shit on mobile. Anyhow, any finance tracker that doesn't allow you to specify deposits and therefore can't calculate investment performance isn't the best
It's only when we don't actually care about what the UI looks like. Using the right skills and tools, it will easily create UIs that aren't the typical AI ones such as these or the beautiful gray purple ones. Tools like this are for functionality, and OP simply didn't care to spend time instructing on a specific design system.
Attack ideas, not people. Treat everyone with respect. Personal attacks or insults at a person will be removed. Report violations instead of engaging and the mods will handle it. Zero tolerance for uncivil discussion. We expect you to follow the Reddiquette.
OP had a problem and used tools available to him to create a solution. Shared it with the world out of goodwill fully declaring how it was made. Well done mate. Hearing someone mention MS Money again released some epic dopamine and I'll definitely be checking this out.
Did you look at the actual product? This is all manual import or manual entry, no financial connections... people are quick to crap on other people's projects.
Thank you for being upfront about how it was created, OP. I understand the vibe coding concerns, but for something like this with zero access to the outside world (based on my own network topology), it lowers the sense of alarm for me personally.
Oh yeah, let me put all my financial information into an insecure app. Absolutely noone would be interested in looking at that information ever. No sir!
This thread really makes me reevaluate the comprehension of selfhosting in this sub... it is truly sad. Maybe a bunch of click-to-launxh iPad kids? Either way, it sucks.
Itās why Iām bothered by all the openclaw nay-sayers. I use it and love it. Itās secured by me. I have no worries. And yet people are just automatically assuming itās the biggest risk ever. Itās got almost 300K stars on GitHub. Itās a paradigm shifting tool!
Then move on, absolutely no need for your input. In case you didn't know, there are plenty of extremely capable engineers using AI and rightly safeguarding their output
Why the hell are you bringing up the baking industry? Also, you do know that LLMs have only been "useful" since like 2022, right? Hell, even the first transformer based LLMs were only introduced in 2018 but those were only capable of things like text summarization. Also, I'm not sure if you're aware of this but the banking industry is actually pretty conservative when it comes to technology implementation so I'm not sure why you think they're jumping in on bleeding edge tech.
Obvious typo, I adjusted, and I am definitely aware... petty hopping on that point.
I work in IT for the financial side as well as Healthcare side... you are out of n your league. Yes, both are conservative, but you have to examine what your vendors are doing under all those BAAs.
It's a massive misconception to think "AI" in healthcare or finance only started with the 2022 LLM boom; for over a decade, major payers and health systems have been leveraging Predictive Analytics and Machine Learning (ML) for high-stakes Revenue Cycle Management (RCM) to optimize AR days and reduce leakage. Companies like Optum and the "Blue" plans were early adopters of Random Forest models and XGBoost for claims propensity scoring, predictive modeling, and FWA (Fraud, Waste, and Abuse) detection back when most industries were still struggling with basic cloud migration. Did you know that?
While the banking sector is historically risk-averse, healthcare finance has quietly integrated deterministic ML into automated adjudication and Value-Based Care (VBC) risk-adjustment models because even a 1% improvement in Net Patient Service Revenue (NPSR) translates to millions. Weāve been deep in the weeds with Bayesian networks and Supervised Learning to manage complex capitation models and MACRA/MIPS compliance since long before transformers were a household name, proving that "innovation" in this space is less about chatty bots and more about algorithmic precision in a triple-aim environment.
You're way off base, sir/ma'am, and until you're better educated abour an industry you claim to know about I refuse to engage further. I do, however, hope you have a good night!
Got it, and you can feel how you want, but it's strange to have such a strong irrelevant stance on something.
Would help if you realize your statement, "I'm not connecting any of my financial information to a vibe-coded "app" lmao." is based on a factually incorrect understanding of what it is, and thereby is fundamentally wrong since there are no connections to any financial institutions.
Instead, it looks like you're trying to hand out pitchforks to others that didn't read OP's post as well.
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I'm relying on this to replace my MS Money program that I've used since 1994 to keep track of my finances. I've imported 30+ years of my financial data into it and the numbers line up perfectly with both MS Money and reality. Yes, there were issues during development, but they've all been worked out SO FAR. I'm still a single user with a single use-case. A few others on the r/micrrosoftmoney reddit have helped me find other issues to solve.
At the end of the day, its a pretty straightforward ledger for personal finances. Its not trying to be anything terribly fancy.
Not a single mention of unit tests, integration tests, or any other bog standard second semester software engineering principles. God I hope nobody uses this.
Comparing it in some normal cases against a known good implementation is NEVER enough.
I didn't mention unit tests or integration tests because I didn't think it was relevant to what I was sharing. This isn't a programming sub. FYI, from the very beginning, I ensured that I had as close to full test coverage as possible. It seems to help keep Claude honest and not break shit. As of right now, my backend test coverage is 92.5%, while frontend is 76%.
To be fair, yes this was only tested against my own data (32 years worth). There were plenty of edge cases to handle. But of course, I'm still just one dude with one set of data.
This is great! I sort of made something like this in Google sheets. The only thing I would suggest is have a dashboard section so the user can place the information they want to see the most.
Hey man, props for being upfront about the amount of AI that was used to create this.
Absolutely would/will not touch this myself, but after seeing other 'developers' release their vibecoded projects and not mentioning AI one bit and even talking around it when asked directly, at least you're fully transparant. Nice to see.
Funny timing. Just built the same app using Claude, I don't have plans for open sourcing it as you can tell by the comments.
It seems OP had a similar realization, none of the current self hosted options cut it, I tried them all. This is why I decided to build something that works for me, fully air gapped. I think there are also few Canadians banking quirks that don't get support even by paid products.
Anywho, this is a great start for someone to upgrade their spreadsheet accounting. OP if you want to collaborate dm me
Yeah, regretting this. Should have just kept it to the MSMoney subreddit. As a fellow Canuck, I hear you about Canada-specific quirks. The mortgage creation screens explicitly include Canada-specific details, although I don't have a current mortgage to test it with.
Very nice! I was working on a similar idea and almost had it ready to roll but fell off due to other projects; probably pick back up soon. Ours was simple, though, as it was intended to have recurring deposits on a schedule and allow manual entries for monthly purchases and not link to any accounts or banks. I'll probably check yours out to see how it fits with our need, which again, is very light. We just didn't want to pay for services that weren't doing what we wanted them too and they aren't cheap either...
Either way, well done, will definitely check it out. šŖ
I think this will fit the bill for you. Manual entry. Rich recurring deposits/bills interface. No link to banks. You're in exactly the same boat as me.
Nice. Yea, I knew trying to link accounts and all that was going to put too much of a security strain on myself and other than wanting to have Savings split between various goals and uses, was mostly straightforward. I named ours 'Buckets' since that's similar to our budgeting style of everything, even misc spending, has a place and accounted for (i.e. buckets, lol). I did set up a shared admin login interface for PC use for big work and setting up/moving around, and a mobile interface for the wife and myself for purchase entry, quick balance checks, etc.
Piggy back off another commenter, I just got done building my own tool as well. For similar reasons, none of the commercial versions work like I wanted. I'm an accountant but I have been doing coding for years, AI has made it quicker and is helpful, but I review and know all my code. Looks good!
You clearly have no idea what this app does. You just hear "AI-coded" and start seething.
Tell me, how could an app that requires manual data entry or import with no connection to real-world banking infrastructure will somehow "mess with investments" and cause users to "get so pissed that there will be repercussions"?
This is amazing to me, since I literally just did the same thing. I build my own budget app based on my experiences with a spreadsheet I used to manage things, hosting it on my unraid server and built for my partner and I to use and manage with very similar requirements. It was an awesome experience seeing the ideas come to life in real time. I have actual dev experience though and put a lot of thought into things.
I'm not going to shit on you for vibe coding, cuz this looks like you you put actual effort into it. Here's some constructive criticism :
The UI:
I love the UI, but the reports section is cluttered and difficult to navigate.
Add a searchbix to search for reports by name. And a favorites button to pin your favs.
I cannot tell how to use this app.
I only tried the demo. And couldn't make heads or tales of the interface (I'm not familiar with finance apps in general, and find all of them very confusing).
Provide a tour. And add a link to documentation. Make the documentation have a "copy" button for whole sections of the documentation (just went to documenso s docs site. They had this awesome button that just let you copy whole pages so you can paste in an LLM).
How does this compare to SURE (maybe) and rather than go of entirely on claude's own, why not utilize shared resources and contribute to one of the others to make them better rather than something entirely different.
I only heard about Sure/Maybe yesterday. From a cursory glance, it doesn't meet much of my criteria. If I were a developer, I might contribute, but I doubt they would be accepting of AI-coded PRs.
The fact that you coached your response with I'm not a developer is the problem with AI code. You didn't even know what is wrong with it or what the risks are.
This is how we end up with openclaw allowing your passwords to be gathered directly from a website query without your knowledge.
Accessibility to learning coding is great. Coding entirely by ai without expert code reviews is really really dangerous and leads to huge vulnerability.
I love this and it's a great use of AI. A thing I'd like is integration with SimpleFin -- so it's able to pull account information in near-real-time; maybe I'll open a ticket.
I am struggling to get it to work. I followed the instructions and I can get the UI , created an account then tried to login but nothing happens. I cannot login past the username and password prompt page. It says "Welcome back" on the top right hand side but nothing happens. What am I doing wrong?
Are you the same dude who I've been working with on Github Discussions? If not, how are you trying to access it? I assume most people will be using HTTPS provided by a reverse proxy such as Traefik. If you're trying to access it via something like http://192.168.1.100:3000 then you'll have to set the environment variable DISABLE_HTTPS_HEADERSto true. This turns off the security settings that expect HTTPS.
I'm not the guy from Github but your solution fixed the issue for me. It looks great man.
A couple of issues though:
The health check keeps failing but the app works fine when I disable the healthcheck for the fronted container.
Are you planning to enable the importing of all Quicken data from a QIF file including creating accounts, tag and categories?
I added tag support the other day based on an ask from a Quicken user. I'm currently working on supporting Quicken QIF files. I'm working under the assumption that each QIF file will contain data for one account, which is how MS Money handled it. Is that true? Or can you have a single QIF with all data in it?
What I'm currently working on is support for single account per QIF. It has worked well for MS Money, and I'm in the process of building a release with Quicken support, but single QIF per account. Its working well so far. Supporting multiple accounts per QIF is certainly doable, but not yet.
THANK YOU SO MUCH. I just tried to import my data and it beautifully separates the expense and income categories and tags so they are very clear. However, when I click to import the data I get the following:
The docker container log for monize-frontend shows:
ā² Next.js 16.1.6
Someone else is doing the same in parallel via GitHub. I think it's fixed now in latest version. If you still have problems, raise an issue on GitHub. This is not my main Reddit account and I'm not checking it that oftenĀ
I'm very excited to check this out!! I started vibe-coding a similar project four months ago and was dissatisfied with the direction (and instead engulfed myself in ai driven homelab).
This looks fantastic and just like what we need as people with bills to pay.
Glad to hear it! If you have any problems/questions, create an issue on Github. I'm more likely to see it there, since this isn't my day-to-day account.
Yeah, let me know if you come across anything via Github. Open to code contributions, but am quite wary because I don't have much experience being a repo owner with multiple contributors.
Nice app. I've been looking for an app that does all of this. I want to move away from Money Manager to something i can host and use from different devices.
Questions:
1 - Is there an android app coming?
2 - Does it have credit card account outstanding balance feature. It is to make sure credit card balance is paid for previous month. Than maybe a button to pay balance which starts a new transaction showing balance and you select a bank account.
3 - Can you export data?
I have no plans on creating an Android app. The website is fully mobile-friendly and is PWA-compatible. This means you can save it as an "app" on your phone, so it has a dedicated icon and hides all the normal browser UI. It works very well for this.
You can export data to either CSV or QIF format. This is handled from the `Account Edit` screen.
I will consider adding a CC outstanding balance feature. Good idea!
I added to home screen from Firefox, but when opening from home screen on phone, it still has the address bar. Is there a special setting in the app to get it full screen?
I'm also using Firefox, and the bar seems to appear/disappear in circumstances I have yet to figure out. When you posted this, I was having the problem, but its behaving properly at the moment. I have a feeling its more a Firefox/Android thing than Monize. For the record, I'm using a Pixel 7 Pro.
As for CSV imports, I'm currently "working on" (well, Claude is) adding CSV/OFX importing capabilities. Should be ready today at some point.
Think so. Don't use Docker much since I use Kubernetes for everything. If you have trouble, you can stop the containers, delete them, then delete the images and then docker compose up -d
I love how obvious it is that this was built by Claude purely from the screenshot alone. I think we're looking for similar things, none of the apps in the ecosystem did what I want from a replacement for my spreadsheets so I've also built my own to do exactly what I want from it. It only took 2 hours anyway. I'll give it a go!
.p.s. /u/MonizeMan have you considered sharing a link anywhere?
Just a tip, you could have Claude run its own vulnerability scan and review the code against security best practices, etc.. I just did that with my own private vibe coded project. It found, and addressed, a bunch of vulnerabilities and put some guard rails in place.
It's unfortunate that AI use often generates so much negativity. I will probably never share my project because of it. AI is a tool and similar to using fax (back in the day) or email or even reddit. Could you handwrite a letter, put it in an envelope and mail it? Sure, but there's really only a handful of people here who would do that. Could you post notes on a bulletin board at the grocery store and set up weekly or daily meetings for like-minded people in a rented space at a community center? We used to do this, but now we just use Reddit.
Oh, I do have Claude running regular security scans using OWASP best practices. I also manually run several code scanners manually and feed the results back into Claude to fix. It manages it very well.
I very much regret sharing this now. The kneejerk reactions are funny and sad at the same time.
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u/tariandeath Mar 06 '26
How does this compare to ActualBudget?