Treeline is a local-first personal finance app that stores financial data on the user’s own computer in a DuckDB database.
It offers a desktop interface for managing accounts, transactions, tags, rules, and queries, together with a command-line tool for automation, SQL access, imports, syncing, and agent integrations. The software is currently in beta and is under active development.
This is free and open source software.
Key Features
- Stores financial data locally in a DuckDB database.
- Provides a desktop app for Linux, macOS, and Windows.
- Imports transaction data from CSV files exported by banks.
- Supports bank sync via SimpleFIN or Lunch Flow.
- Lets users view accounts, search transactions, apply tags, and create auto-tagging rules.
- Includes SQL querying through the desktop app and the tl command-line tool.
- Offers CLI commands for importing, syncing, tagging, backups, database checks, encryption, and plugins.
- Supports MCP and AI agent workflows for querying and managing finance data locally.
- Extensible through plugins for budgets, savings goals, subscriptions, cash-flow planning, and net worth tracking.
- Includes optional database encryption.
Website: github.com/treeline-money/treeline
Support:
Developer: Zack Schrag
License: MIT License
Treeline is written in Rust. Learn Rust with our recommended free books and free tutorials.
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