Self-hosted personal finance · Canada-first
Every dollar, automatically.
Wealthsimple, your banks and your budget in one ledger, on a server you own.
your keys stay on your box
A preview of the dashboard: net worth, the inbox and the month's ledger.
What it does
One ledger for all of it.
Wealthsimple syncs live. Banks arrive by statement.
Every category comes with a why.
Proposals can be undone. Ask reads your ledger.
Your box, your keys.
Postgres and a worker in Docker. Passkeys, no passwords.
How it works
Answer what it asks. The rest files itself.
Connect once. The worker pulls every fifteen minutes, pairs transfers and files what it's sure about.
Step 01: Connect once.
Wealthsimple with your login and 2FA seed; banks by statement; Lunch Money by API key.
Credentials sealed on your server
Step 02: It files. You teach.
It files what it is sure about and asks about the rest, one card at a time. Corrections become rules.
Accuracy improves as you correct it.
Step 03: Read what changed.
Budget pace, cashflow, portfolio look-through, and a monthly story from your ledger.
Ask anything about it