Kresus is a self-hosted personal finance manager that retrieves transactions from supported banks and brings financial records together in a single web interface.
It uses Woob to communicate with banking institutions, collecting account balances and transaction histories. This reduces the need to download statements manually and makes it possible to examine financial activity across several accounts.
Kresus focuses on making bank transactions easier to understand. Imported descriptions can be renamed, records can be categorised, and transactions can be searched using different criteria. Financial charts provide an overview of income and expenditure over time.
The application also includes budgeting and alerting functionality. Users can establish spending limits and receive notifications when transactions exceed specified amounts or account balances cross defined thresholds.
This is free and open source software.
Key Features
- Aggregate accounts and transaction histories from supported banking institutions.
- Uses Woob to retrieve financial data from bank websites.
- Automatically retrieve new transactions from connected accounts.
- Display account balances and recent activity in a consolidated overview.
- Maintain transaction histories for individual bank accounts.
- Rename transactions to replace unclear bank-generated descriptions.
- Organise expenditure using user-defined transaction categories and labels.
- Search transactions by date, amount, category, and reporting period.
- Filter financial records to isolate particular types of spending.
- Create budgets and monitor spending against financial limits.
- Configure alerts when individual transactions exceed a specified amount.
- Receive notifications when account balances cross selected thresholds.
- Supports email notifications and integration with Apprise.
- Use Apprise to deliver alerts through supported external notification services.
- Generate charts showing income and expenses by category.
- Examine financial activity over selected time periods.
- Compare incoming and outgoing transactions using graphical reports.
- Identify potentially duplicate imported transactions and review them before merging.
- Supports manual entry of transactions and importing financial records.
- Provides tools for exporting financial information and backing up records.
Website: framagit.org/kresusapp/kresus
Support:
Developer: Benjamin Bouvier
License: GNU Affero General Public License v3.0
Kresus is written in TypeScript. Learn TypeScript with our recommended free books and free tutorials.
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