MoneyMind#
A self-hosted personal finance dashboard with AI-powered transaction categorization. Syncs accounts via SimpleFIN Bridge, stores everything locally in SQLite, and serves a web UI for spending analysis, net worth tracking, and recurring charge detection.
Features#
- Daily sync — pulls balances and transactions from all linked accounts via SimpleFIN
- CSV import — historical data from Chase, Citi, Amex, Discover, Apple Card, and more
- AI categorization — Claude pipeline normalizes merchants, assigns categories, detects recurring charges
- Recurring detection — identifies subscriptions and regular charges with next-due estimates
- MCP server — exposes financial data to Claude sessions for natural-language queries
- 100% local — no cloud sync, no telemetry; all data stays on your machine
Stack#
Python, FastAPI, Jinja2, TailwindCSS, SQLite, SimpleFIN, Claude.