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Introduction

Stoic Budget is an open-source, self-hosted financial data platform for importing, processing, and analyzing bank statements. It combines a NestJS API, a React web app, and a structured parsing pipeline so teams can turn messy exports into reliable, queryable financial data.

Stoic Budget dashboard overview

What you can do with Stoic Budget​

  • Import statements from PDF, CSV, XLSX, DOCX, and image files, with OCR for scans and native parsers for 36 banks.
  • Normalize, deduplicate, and classify transactions with rules and payee history.
  • Collect receipts by upload or from an IMAP inbox and see where each was bought on a self-hosted map (Receipt Maps).
  • Manage multi-tenant workspaces with RBAC and full audit history.
  • Build dashboards, reports, budgets, and goals; draft VAT returns and year-end income tax declarations (Income Tax Declaration).

Who Stoic Budget is for​

  • Developers evaluating a production-ready financial data pipeline
  • Contributors building new parsers and integrations
  • Teams self-hosting a reliable statement import stack

Quick facts​

  • Backend: NestJS 11 with TypeORM and PostgreSQL
  • Frontend: vinext (the Next.js App Router API on Vite) with React 19, UI in 35 languages
  • Data services: PostgreSQL 14 + Redis 7 (Docker Compose)
  • Integrations: SMTP, IMAP, S3-compatible and WebDAV storage, SimpleFIN bank sync, Telegram, webhooks, and API keys
  • Optional: self-hosted map tiles (tileserver-gl) and geocoding (Nominatim)
  • Observability: Prometheus-format metrics at /api/v1/metrics and structured JSON logs
  • AI agents: an MCP endpoint (/api/v1/mcp) behind scoped API keys

Where to start​

  1. Follow the Quick Start guide for a Docker-based setup.
  2. Log in with the demo account to explore the UI.
  3. Review the parsing pipeline to understand how statements are processed.

Next: Quick Start