Cashlytics is a self-hosted personal finance and budget planning application.
It lets users track income, expenses, account balances, transfers, and recurring payments through a web interface, while keeping financial data under their own control. The software also offers optional AI-assisted features, including a financial assistant and CSV import reconciliation, when an OpenAI API key is configured.
This is free and open source software.
Key Features
- Dashboard showing an overview of income, expenses, balances, and financial activity.
- Multi-account support for tracking checking, savings, and investment accounts.
- Income and expense tracking with support for categories and recurring patterns.
- Account transfers for recording movement of money between accounts.
- Analytics and forecasting tools for visualising trends and future balances.
- Optional AI assistant and CSV import reconciliation with duplicate detection and conflict review.
- User authentication with support for single-user and multi-user registration modes.
- Optional SMTP configuration for password resets and welcome emails.
- Progressive Web App support with installable desktop and mobile use.
- Docker-based self-hosting with PostgreSQL storage.
Website: github.com/aaronjoeldev/cashlytics-ai
Support:
Developer: AaronJoel Dev
License: MIT License
Cashlytics is written in TypeScript. Learn TypeScript with our recommended free books and free tutorials.
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Read our verdict in the software roundup.
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