Personal Finance OS

Personal Finance OS is an open-source, self-hosted personal finance application designed to provide individuals with a comprehensive platform to manage their finances effectively. Built on a secure and customizable architecture, Personal Finance OS offers a range of features to help users track income, expenses, investments, and financial goals seamlessly.

Features

1. Expense Tracking: Easily record and categorize expenses for a clear understanding of spending patterns.
2. 🚧 AI chat: Directly chat with your finances to get insights and recommendations.
3. 🚧 Budgeting: Set up budgets for different categories and monitor spending against them.
4. 🚧 Investment Portfolio: Manage investments with support for stocks, bonds, cryptocurrencies, and more.
5. 🚧 Financial Goals: Set achievable financial goals and track progress over time.
6. 🚧 Reports and Insights: Generate customizable reports and visualizations for valuable insights into financial health.
7. 🚧 Security and Privacy: Benefit from a self-hosted architecture ensuring the privacy and security of financial data.

Technology Used:

• Next.js
• Vercel AI SDK
• Auth.js
• Drizzle
• Tailwind CSS
• tRPC
• shadcn/ui

Installation

1. Clone the repository: git clone https://github.com/ilyichv/personal-finance-os.git
2. Install dependencies using pnpm: pnpm install
3. Copy .env.example to .env.local and update values

    cp .env.example .env.local

4. Run the database:

   sh start-database.sh

5. Run the development server: pnpm dev
6. Access Personal Finance OS in your browser at http://localhost:3000

Self Hosting

Guide is coming soon 🚧.

Contributing

We welcome contributions from the community to enhance Personal Finance OS. Whether you're a developer, designer, tester, or have ideas for new features, we value your input. Please refer to our Contribution Guidelines for more information.

License

Personal Finance OS is licensed under the MIT License. Refer to the LICENSE file for details.

Support

Encounter any issues or have questions? Please open an issue on GitHub, and our team will be glad to assist you.

Acknowledgements

We extend our gratitude to all contributors who have dedicated their time and expertise to improving Personal Finance OS.

Stay Connected

For updates and announcements, follow me on Twitter @ilyichdev.

Disclaimer

Personal Finance OS is provided as-is without any warranty. Users utilize it at their own discretion and risk.