Open Source  ·  v1.0 "Keynes"

Your finances.
Your data.
Your server.

Self-hosted personal finance tracking. Net worth, savings rate, portfolio allocation, all updated in five minutes at the end of the month, running on your own hardware.

~5 min per monthly update
0 accounts required
100% local, your hardware
Ledger dashboard: net worth and portfolio overview

What Ledger tracks

Everything you need.
Nothing you don't.

Built for people who want the portfolio view, not the budgeting guilt trip. Deliberate scope. No spending categories, no debt calculators.

Net Worth Tracking

Monthly snapshots across cash, retirement, investments, real estate, and liabilities. Watch the trend over time with automatic calculations.

Savings Rate

Income vs. spending, broken down by account. One number that tells you how the month went. No categories, no granularity theater.

Asset Allocation

Portfolio breakdown with drift analysis. Know your target allocation, see how far you've drifted, and get guidance on when to rebalance.

FI Projections

Model your path to financial independence using your actual savings rate and return assumptions, not a hypothetical portfolio.

S&P 500 Benchmark

Compare your portfolio performance against the market over time. See the gap, and whether you're earning or trailing it.

Your data never leaves your network.

No accounts to create. No bank connections to authorize. No cloud sync to worry about. Ledger runs on your own hardware: a Raspberry Pi, an old laptop, whatever you have. Your financial data stays exactly where you put it.

The App

See it in action.

Five minutes a month. Every number you actually need.

Dashboard
Ledger dashboard: net worth trend and monthly summary
Dashboard: Net worth trend, monthly savings rate, income vs. spending at a glance.
Projections
Ledger projections: path to financial independence
Projections: FI timeline modeled from your actual savings rate and assumptions.
Portfolio
Ledger portfolio charts: allocation and asset drift
Portfolio: Allocation breakdown and drift analysis to guide rebalancing decisions.
Monthly Update
Ledger monthly data entry
Monthly Update: Deliberately blunt. Total income, total expenses. Done in five minutes, no categories, no line items.

Getting started

Up and running
in an afternoon.

Fork the repo and follow the setup guide. It's a Flask app backed by SQLite, so if you can run Python, you can run Ledger.

1

Fork & deploy

Fork the repo, clone it to a Raspberry Pi or any Linux machine, and serve it with Gunicorn. The repo includes a systemd service file and a setup guide.

2

Import your data

Drop in CSV exports from your bank and brokerage. Ledger handles whatever date format they use. Enter a ticker symbol and holdings are auto-classified via the Anthropic API.

3

Update monthly

At month-end, enter total income and total expenses. Check your balances. That's it. Five minutes and you're looking at a full picture of where you stand.

Under the hood

Built on tools
you already know.

No exotic dependencies. Python, Flask, SQLite. Readable code you can audit, fork, and modify to fit how you actually manage money.

Python 3 Flask 3.0 SQLite SQLAlchemy 2.0 Bootstrap 5 Plotly 5.18 pandas 2.2 Anthropic API Yahoo Finance Gunicorn

Fork it. Build it.
Make it yours.

Open source and free. No sign-up, no subscription, no data leaving your machine.

View on GitHub Read the build story