Self-hosted personal finance web application. Track income, expenses, bank imports, recurring transactions, loans, and get AI-powered insights — all without relying on third-party SaaS.
- Dashboard — Income vs. expenses, category breakdown, balance trends, account overview
- Transaction tracking — Manual entry and CSV import (Sparkasse, PayPal, generic CSV)
- Smart categorization — Self-learning rule engine that improves with each manual categorization
- Multiple accounts — Track checking, savings, credit card, and cash accounts separately
- Recurring transactions — Templates with auto-generation for rent, salary, subscriptions
- Loan management — Bank loans with amortization schedules, informal debt tracking
- Excel export — German-formatted .xlsx files for tax advisors
- AI insights — Privacy-first financial analysis (data is anonymized before sending)
- MCP server — Query your finances from Claude Code or Claude Desktop
- Backend: Laravel 13 + PHP 8.4
- Frontend: Vue 3 + Inertia.js + PrimeVue + Tailwind CSS
- Database: SQLite (single-file backup)
- Charts: ApexCharts
- Deployment: Docker Compose (nginx + PHP-FPM)
git clone https://github.com/tschaefermedia/FinanzPilot.git
cd financial-pilot
cp .env.example .env
docker compose build
docker compose up -d
docker compose exec php composer install --no-dev --optimize-autoloader
docker compose exec php php artisan key:generate
docker compose exec php php artisan migrate --force
docker compose exec php php artisan db:seed --forceOpen http://localhost in your browser.
See DEPLOYMENT.md for the full deployment guide including:
- Environment configuration
- Backup & restore
- MCP server setup
- Recurring transaction scheduler
- Updating
FinanzPilot supports multiple AI providers (configured in Settings):
- Claude (Anthropic API)
- OpenAI / OpenAI-compatible APIs
- Ollama (local, fully offline)
All financial data is anonymized before sending — no absolute amounts, no counterparty names.
MIT