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Open source · Self-hosted · MIT

Your bank statements, turned into clean financial data

Stoic Budget imports statements and receipts, deduplicates and categorizes every transaction, and builds dashboards, budgets, VAT returns and income tax drafts on top — on your own server.

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Stoic Budget dashboard overview with budgets, income, spending, savings rate and top categories

What Stoic Budget does

One place for the whole path from a raw bank export to numbers you can budget, report and file taxes with.

Statement import

PDF, CSV, XLSX, DOCX and image files. Native parsers for 36 banks, OCR for scans, and a generic table parser for any other bank. SHA-256 hashing stops duplicate uploads.

Clean, categorized data

Fingerprint-based deduplication, categorization rules, and payee history that learns from your corrections. No external model is ever contacted.

Dashboards and reports

Cash flow, trends, top categories and merchants, a month-close checklist, and custom reports with CSV and XLSX export.

Budgets, goals and net worth

Budgets with live spend, savings goals, subscription detection, a crypto portfolio, net worth across accounts, and advice generated from your own numbers.

VAT and income tax

A VAT engine with returns, plus year-end income tax drafts: Germany Anlage EÜR, Spain Modelo 100, Poland PIT-36L / PIT-28 / PIT-36, and a generic summary elsewhere. Filing deadlines for 25 EU countries.

Receipts on a map

Collect receipts by upload or from an IMAP inbox, link them to transactions, and see where each one was bought on self-hosted map tiles.

Workspaces, roles and audit

Multi-tenant workspaces with owner, admin, member and viewer roles, an audit log with rollback, TOTP two-factor sign-in and session management.

Integrations and API

S3-compatible and WebDAV storage, Telegram reports, webhooks, API keys and an MCP server.

Self-hosted by design

One Docker Compose stack, encrypted backups, Prometheus-format metrics, structured JSON logs, and a UI in 36 languages. MIT licensed.

A closer look

Stoic Budget documents screen
Documents — Statements, receipts and invoices in one list, categorized and approved.
Stoic Budget crypto screen
Crypto — Wallets synced from the chain, holdings with cost and profit, realized gains.
Stoic Budget cash flow forecast screen
Cash flow forecast — Runway, the lowest point and the bills ahead, with what-if toggles.
Stoic Budget custom tables screen
Custom tables — Your own tables next to the books, filled by hand or from your data.
Stoic Budget budgets screen
Budgets — Planned against actual by Necessity, Work, Virtue and Leisure.

Tech stack

A TypeScript monorepo: NestJS API, React web app, PostgreSQL and Redis, all run with Docker Compose.

NestJS 11vinextReact 19TypeScriptPostgreSQL 14Redis 7TypeORMBullMQSocket.IODocker Compose

Ready to try Stoic Budget?

The quick start brings up the full stack with Docker in a few minutes. Contributors can start with the architecture overview.

Quick StartArchitecture