Budget Board

Budget Board is an open-source personal finance application designed to track monthly spending and help you work toward financial goals. It centralizes accounts, assets, transactions, and budgets, with optional syncing via supported providers.

Key Features

• Dashboard overview of balances, uncategorized transactions, and spending trends
• Account management for checking, savings, credit cards, and manual balance updates
• Asset tracking with value changes over time
• Transaction management with categories, subcategories, and custom categories
• Monthly budgeting with rollups across months and net cash flow calculations
• Goals for savings and loan payoff, including interest-aware projections
• Trends and charts for spending, cash flow, assets, liabilities, and net worth
• CSV transaction import and automation rules to update transaction fields during sync
• Authentication options including local login with 2FA and OIDC support

Use Cases

• Replacing Mint-style budgeting and transaction tracking with a self-hosted solution
• Managing multiple accounts and assets to monitor net worth over time
• Creating budgets and rules-based categorization to control monthly spending

Budget Board combines budgeting, goal tracking, and analytics in a simple interface, with flexible data entry and optional bank synchronization. It is well-suited for individuals who want ownership of their personal finance data while still getting useful dashboards and trend insights.