MoneyMatter

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Track budgets, investments, multi-currency accounts, and net worth with automated bank syncing and AI agent connectivity.

MoneyMatter is an open-source, self-hosted personal finance platform designed to give users complete control over their financial data. It consolidates bank accounts, investments, crypto holdings, loans, and physical assets into unified dashboards and cash flow reports denominated in your chosen base currency. Equipped with multi-currency handling and automatic bank integrations via SimpleFIN, LunchFlow, and Monobank, MoneyMatter also features an integrated Model Context Protocol (MCP) server. This native integration enables AI agents like Claude and ChatGPT to analyze financial data, spot budget cut opportunities, and track spending trends through natural conversations.

主要功能

01Comprehensive net worth tracking across cash, stocks, ETFs, crypto, loans, and physical assets
02209 GitHub stars
03Multi-currency support with automated exchange rates and unified base-currency reporting
04Bring-your-own-model AI support (OpenAI, Anthropic, Ollama) for automated categorization and parsing
05Bank synchronization and universal file imports (CSV, OFX, YNAB, and AI-parsed statements)
06Built-in remote MCP server interface for direct financial querying via Claude, ChatGPT, and AI agents

使用案例

01Consolidate international bank accounts, multi-currency assets, and investment portfolios into a unified net worth dashboard
02Connect Claude or ChatGPT over MCP to analyze spending patterns and identify recurring subscription price increases
03Self-host an end-to-end private personal finance dashboard with Docker to keep sensitive financial data on personal infrastructure