MoneyMatter

moneymatter.app
Finance & Banking

A personal budget tracking application. Track your balances and transactions with bank connections or manual entry, categorize and analyze with AI.

llms.txt

MoneyMatter

Free, open-source budget tracking and personal finance app. Self-host for full data ownership or use the cloud version. Supports AI integration via MCP (Model Context Protocol) for querying your finances with Claude, ChatGPT, or any MCP-compatible client.

MoneyMatter is a privacy-first alternative to apps like Mint and YNAB. It is free, AGPL-3.0-licensed, and designed for people who want control over their financial data. The app runs as a web application with a Node.js/Express backend and Vue.js frontend, deployable via Docker.

Key Features

  • Bank account synchronization (Monobank, EnableBanking, LunchFlow, with more integrations planned)
  • AI-powered transaction categorization that learns your spending patterns
  • Budget tracking with visual progress indicators
  • Investment portfolio tracking with real-time market data
  • Multi-currency support with automatic exchange rates
  • CSV and bank statement import (including AI-assisted parsing)
  • Custom categories, tags, and notes for transactions
  • Recurring transaction tracking
  • Detailed analytics and spending reports
  • Full data export
  • Dark mode, mobile-friendly responsive design
  • PWA (Progressive Web App) support

AI Integration (MCP)

MoneyMatter exposes a remote MCP server that gives AI assistants read-only, OAuth-secured access to your financial data. This lets you ask natural-language questions like:

  • "Compare my dining out this month to my 3-month average"
  • "Which subscriptions have increased in the past 6 months?"
  • "I want to save $500/month — where can I realistically cut?"

Works with Claude, ChatGPT, OpenClaw, and any MCP-compatible client. Access can be revoked anytime.

Deployment Options

Links

Optional

  • Try Demo: Create a free account or try the demo
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