moneyflow is a personal finance application designed for reviewing, organising and correcting financial transactions. It provides a keyboard-driven terminal interface and a browser-based interface for examining spending, managing merchants and correcting transaction categories.
The application works with financial data from services including Monarch Money and YNAB. It can also import Amazon order history and bank statement files, allowing users to investigate purchases and reconcile transactions from different sources.
One of moneyflow’s central ideas is separating proposed changes from committed changes. Users can inspect transactions, make bulk edits and review the pending modifications before applying them. This provides greater control when reorganising large transaction histories.
The project has moved from its original Python implementation to Go. Its current documentation describes a shared SQLite-based data model for the terminal and browser interfaces, with local profiles retaining pending edits and undo history between sessions.
This is free and open source software.
Key Features
- Keyboard-driven terminal interface and browser-based transaction management.
- Connects to Monarch Money and YNAB for reviewing and editing financial records.
- Imports Amazon order history for purchase categorisation and bank charge matching.
- Imports bank CSV statements and reconciles overlapping transaction records.
- Experimental SimpleFIN integration for importing bank data.
- Group and analyse transactions by merchant, category, account and other attributes.
- Search, filter and select multiple transactions for bulk editing.
- Stage changes for review before committing supported edits to connected services.
- Local SQLite profiles with persistent pending changes and undo history.
- Uses exact integer amounts in each currency’s smallest unit for financial calculations.
- Supports exporting transaction data for further analysis.
- Cross-platform support – runs on Linux, macOS, and Windows.
Website: github.com/wesm/moneyflow
Support:
Developer: Wes McKinney
License: MIT License
moneyflow is written in Go. Learn Go with our recommended free books and free tutorials.
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