Self-hosted personal finance

Ledgerra

A full-featured personal finance tracker built for homelabs — accounts, budgets, savings goals, analytics, and CSV exports, with your data staying on your own server.

View on GitHub Self-host it

Ledgerra dashboard showing monthly income, expenses, insights, and category trends

Reporting & Analytics Visualize trends with category analytics, period summaries, and AI-assisted insights.

Full Data Portability Export transactions, budgets, and categories to CSV. Back up and restore all your data.

Mobile PWA Installable progressive web app with a responsive layout and bottom navigation.

Product tour

See the workspace before you self-host it

Ledgerra is built around practical daily views: a calm dashboard, a structured transaction ledger, reporting charts, account detail, and appearance controls for the way you work.

Ledgerra dashboard with monthly metrics, spending trend, budget insights, and top categories — **Dashboard** Monthly income, spending, budget room, trend context, and account balances in one scan.

Ledgerra transaction ledger with current view metrics, quick entry, bulk actions, and filters — **Transactions** Capture income, expenses, transfers, category filters, and bulk cleanup.

Ledgerra reports page with income, expenses, net cash flow, net worth, and chart panels — **Reports** Track spending trends, income vs. expense, category weight, and net worth.

Ledgerra accounts page with net worth, account list, selected portfolio, balance metrics, and balance chart — **Accounts** Separate checking, savings, cards, and investments with live balances.

Ledgerra settings page with theme, accent color, interface density, and motion preferences — **Settings** Choose theme, accent, density, motion, region, AI, import rules, and backup settings.

What it does

Budgeting without surrendering your data

Private by default

Run Ledgerra on your own server with PostgreSQL storage, JWT authentication, personal access tokens, and deployment settings you control.

Full transaction workflow

Add, edit inline, split, and bulk-categorize transactions. Set up recurring templates, use advanced filters with shareable URLs, and transfer between accounts without distorting reports.

Budgets, goals & accounts

Plan monthly category budgets, track savings goals with progress linked to real transfers, and monitor all accounts with balance charts and net worth summaries.

Insights and reporting

Customizable dashboard widgets, period income vs. expense charts, and AI-assisted monthly report analysis via any OpenAI-compatible provider.

Data portability

Export transactions, budgets, and categories to CSV. Back up your full dataset and restore it at any time. Import bank statements via CSV or PDF with AI-assisted field mapping.

Homelab friendly

Mobile-responsive PWA with dark mode and i18n support. Tagged releases publish multi-arch Docker images and deployment templates for Unraid, TrueNAS SCALE, and Linux hosts.

Stack

Modern app pieces, simple deployment shape

Ledgerra pairs a typed React frontend with a .NET API and relational persistence, wrapped in Docker for self-hosted environments.

FrontendReact, TypeScript, Vite
BackendASP.NET Core, C#
DatabasePostgreSQL
AI import assistOpenAI or Anthropic (optional)
DeploymentGHCR images, Docker Compose
NAS targetsUnraid, TrueNAS SCALE, Linux

Run it yourself

Deploy from a tagged GitHub release

docker compose pull && docker compose up -d

Release builds publish PostgreSQL-backed backend and frontend images to GitHub Container Registry, plus ready-to-edit deployment files for NAS and Linux hosts. Set the release tag, database password, signing key, and storage path before first start.

Unraid OS

Docker Compose Manager

Use the release stack and env template with appdata storage at /mnt/user/appdata/ledgerra.

TrueNAS SCALE

Install via YAML

Paste the custom app YAML into TrueNAS 24.10+ and point Postgres at a dataset-backed host path.

Linux

Plain Docker Compose

Download the generic release compose file, copy the env example, then pull the tagged images.

Release assets

One tag creates the deployable package

Pushing a version tag runs checks, builds multi-architecture Linux images, publishes them to GHCR, and attaches deployment assets to the GitHub Release.

Attached to each release

docker-compose.yml and env.example
Unraid stack, env example, and setup notes
TrueNAS custom app YAML and metadata
Backend and frontend images tagged with the release version