Kresus

Kresus is an open-source personal finance manager designed for self-hosting. It provides a web interface to aggregate bank histories, view overall balances and categorize spending using tags. Kresus delegates bank connectivity to the Woob project to retrieve banking data.

Key Features

• Aggregate banking history and balances from multiple accounts into a unified web UI
• Tag-based transaction categorization for tracking spending and generating reports
• Uses Woob as a connector layer to import data from banks and financial institutions
• Multi-account support and consolidated balance overview
• Clean, TypeScript-based user interface and backend components for manageability

Use Cases

• Monitor personal or household finances across multiple bank accounts
• Categorize transactions and analyze spending patterns using tags and dashboards
• Import and consolidate historic account data from banks that Woob supports

Limitations and Considerations

• Bank connectivity depends on Woob; coverage varies by country and bank and may break when banks change their sites
• Some banks provide stronger APIs (e.g., PSD2) that may require separate connectors or manual configuration
• Maintenance of bank scrapers can require occasional intervention when authentication flows or website layouts change

Kresus is suitable for users who want full control over their financial data and prefer a self-hosted, privacy-focused finance dashboard. It is focused on transaction aggregation and tagging rather than full enterprise accounting features.