MyFin

MyFin is an open-source web frontend for managing personal finances. It provides budgeting, transaction tracking, account management and forecasting tools designed for individual users. The frontend pairs with a separate API backend and has companion mobile and API projects.

Key Features

• Multilingual UI with built-in English and Portuguese support
• Manual transaction entry and batch import from CSV or clipboard
• Split transactions to allocate amounts across categories
• Account, category and entity management with running balances
• Rules and auto-categorization to speed up imports
• Boonzi-style month-by-month budgeting and budget forecasts
• Statistics and patrimony evolution charts with future forecasting
• Basic investment tracking (marked as beta)
• Multiple UI themes (light/dark) and a provided demo account
• Distributed as a Docker-ready frontend; separate API and mobile app repositories

Use Cases

• Track daily expenses, income and account balances across multiple accounts
• Create and manage monthly budgets and forecast long-term finances
• Import bank CSV exports and auto-categorize recurring transactions for faster reconciliation

Limitations and Considerations

• The project is a frontend and requires the separate API backend to be deployed for full functionality
• No built-in direct bank aggregation or ACH/PSD2 integrations; imports are CSV/clipboard based
• Investing features are experimental/beta and may lack full feature parity

MyFin is suitable for users who want a self-hosted, privacy-focused personal finance UI with strong budgeting and import tools. It is modular: developers can extend or pair it with different backends or integrations as needed.