[opensourcedex]

budget-board is a free, open source finance & accounting project written in C# and released under AGPL-3.0. It has 884 GitHub stars, 63 forks and 11 open issues, and was last pushed 23 hours ago. On this registry it ranks #28 of 34 tracked projects in Finance & Accounting, with 5 head-to-head comparisons available.

What is budget-board?

What it is

Budget Board is a self-hosted personal finance application for tracking monthly spending and working towards financial goals. It is written in C# and built on ASP.NET with a ReactJS front end, and it lives in the .NET ecosystem as a container-friendly web application released under the AGPL-3.0 license. The project has been on GitHub for six years, holds 884 stars and 63 forks, and its public documentation and wiki are hosted at budgetboard.net.

The concrete problem it solves is the gap left by the shutdown of the personal finance app Mint. Budget Board was created as a self-hosted alternative to that service, which means the account data, the transaction history, and the budgeting rules stay on infrastructure the user controls instead of on a vendor platform. It covers the same core job: pulling in transactions, sorting them into categories, holding spending against monthly budgets, and showing progress towards longer-term targets such as saving for a house or paying off debt.

Key capabilities

  • Accounts and assets are managed together, covering checking, savings and credit card accounts alongside property and other valuables.
  • Transactions can be recorded and categorized so spending habits remain visible over time.
  • Monthly budgets are set per category, and spending is tracked against each one.
  • Transactions can be imported in bulk from CSV files.
  • Financial institutions can be connected through SimpleFIN and LunchFlow for automatic transaction and account balance syncing.
  • A machine learning model is trained on already-categorized transactions to predict categories for new ones.
  • Automatic rules update transactions based on criteria such as description, amount or date.

Who uses it and how

  • Households that previously relied on Mint and want the same budgeting workflow running on their own hardware.
  • Users who prefer bulk CSV import over live bank connections, importing statements and categorizing them afterwards.
  • Users who connect accounts through SimpleFIN or LunchFlow to keep balances and transactions synced automatically.
  • People tracking longer-term goals such as saving for a house or paying off debt, using the goals tracker and customizable trend charts.
  • Teams or individuals who need local authentication with two-factor authentication, or who sign in through an existing OIDC provider.

Getting started

Setup instructions live in the wiki at budgetboard.net, and the repository ships a GitHub Actions workflow that builds and publishes a Docker image. Releases are published on the repository's release page.

When to use it — and when not

Budget Board is aimed squarely at people who want a self-hosted

project readme (upstream, from github) — read inline

Build and Publish GitHub Release

teelur%2Fbudget-board | Trendshift

A simple app for tracking monthly spending and working towards financial goals.

Getting Started

Check out the wiki for instructions on how to setup Budget Board.

About The Project

I created this app to be a self-hosted alternative to the now-shut-down personal finance app Mint.

Features

Manage Finances
  • Accounts & Assets: Manage both your financial accounts (checking, savings, credit cards) and assets (property, valuables) in one place.
  • Transactions: Record and categorize your transactions to keep track of your spending habits.
  • Budgeting: Set monthly budgets for different categories and track your spending against them.
Data Import & Automation
  • Transaction CSV Import: Import transactions in bulk using CSV files.
  • Sync Providers: Integrate with financial institutions through providers like SimpleFIN and LunchFlow for automatic transaction and account balance syncing.
  • Auto-Categorization: Train a machine learning model on your categorized transactions to automatically predict categories for new transactions.
  • Automatic Rules: Create rules to automatically update transactions based on criteria like description, amount, or date.
Analytics & Insights
  • Financial Goals: Set and track progress towards financial goals such as saving for a house or paying off debt.
  • Customizable Trends Charts: Visualize spending trends with customizable charts that can be filtered by date range, account, and category.
Security
  • User Authentication: Authenticate locally with two-factor authentication (2FA), or bring your own authentication provider with OIDC login.
Internationalization
  • Multiple Languages: Selectable languages include English, German, French, and Simplified Chinese, with community-contributed translations.
  • Localized Date & Number Formats: Dates and numbers are displayed according to the selected language and locale.

Contributing

Budget Board welcomes contributions from the community. Check out the contributing guide for more information on how to get involved.

  • Bug reports — Open an issue with information about the bug, steps to reproduce it, and any relevant screenshots or logs.
  • Feature requests — Start a discussion or add to existing requests. I will typically prioritize features that have more community interest, so upvoting and commenting on existing discussions is a great way to help drive the direction of the project.
  • Documentation — If you find any gaps or inaccuracies in the documentation, you can open a PR in the documentation repo.
  • Translations — Help translate the app at Weblate. No code required.
  • Code contributions — See the contributing guide for instructions on how to contribute code changes.

Screenshots

Frequently asked questions

Is budget-board free to use?

budget-board is open source under the AGPL-3.0 licence. There is no licence fee and no seat count — you can self-host it or, where the project offers one, pay a vendor for a managed version instead.

What does budget-board do?

A simple app for tracking monthly spending and working towards financial goals.

What is budget-board written in?

budget-board is primarily written in C#. Its source is publicly available at https://github.com/teelur/budget-board, and it has 884 GitHub stars.