Privacy-first, self-hosted personal finance intelligence.
Your financial data never leaves your server. Finima combines a high-performance Rust backend with local AI to give you deep insight into your spending, savings, and cash flow -- without handing your data to a third party.
- Fully self-hosted -- runs on your hardware, your rules
- Local AI categorization -- Ollama-powered LLM classifies transactions on-device
- Multi-format import -- bring data from any bank via CSV, OFX, QIF, or XLSX
- Built for speed -- Rust backend, React frontend, PostgreSQL storage
Stack: Rust (Axum) | React 19 | TypeScript | PostgreSQL 16 | Ollama (Gemma 4) | Vite | Tailwind CSS
- Multi-format file import -- CSV, OFX, QIF, XLSX with column mapping UI
- AI-powered categorization -- local LLM via Ollama, no cloud API calls
- Budget tracking -- set budgets by category, track progress in real time
- Savings goals -- define targets, monitor contributions automatically
- Recurring transaction detection -- surfaces subscriptions and regular payments
- Inter-account flow visualization -- Sankey diagrams show money movement across accounts
- Financial health score -- composite gauge of spending, saving, and debt metrics
- Cash flow and net worth charts -- waterfall, donut, and time-series visualizations
- Real-time progress -- WebSocket updates during file imports and LLM processing
- Passwordless auth -- magic-link sign-in, no passwords to manage
- News feed -- aggregated financial articles with LLM summaries
- Theming and preferences -- dark/light mode, configurable currency and date formats
git clone https://github.com/cphillipson/finima.git
cd finima
cp .env.example .env
make start # Start infrastructure + backend + frontend
# Open http://localhost:5173Or step by step:
make docker-infra # Start PostgreSQL + MinIO (and Ollama when LLM=ollama)
make dev # Start backend (port 3000) + frontend (port 5173)See docs/guides/quick-start.md for the full setup guide.
| Guide | Description |
|---|---|
| Quick Start | Getting started |
| UI Overview | Visual tour of the UI |
| User Guide | End-user walkthrough |
| Maintainer Guide | Contributing and development |
| Deployment | Production deployment |
| Object Storage | MinIO / S3 configuration |
| Backup & Recovery | Database backup and restore |
| Observability | Monitoring and dashboards |
| Troubleshooting | Common issues and fixes |
| Architecture | System design overview |
| ADRs | Architecture Decision Records |
| DDDs | Domain-Driven Design Documents |
Finima is organized as a Rust workspace of 8 crates (finima-core, finima-db, finima-api, finima-auth, finima-ingest, finima-llm, finima-analysis, finima-feed) behind an Axum HTTP/WebSocket server. The React SPA communicates over REST and WebSocket. PostgreSQL is the single data store; Ollama runs the LLM locally; MinIO provides S3-compatible object storage for uploaded files.
See docs/guides/architecture-overview.md for the full design, and docs/ADRs/README.md for the rationale behind key decisions.
make test # Fast: unit tests only (no Docker needed)
make test-all # Full: auto-starts test DB, runs everything, stops DB
make test-llm # LLM: auto-starts Ollama, pulls model, runs LLM tests
make ci # CI: format + lint + typecheck + unit testsSee the Maintainer Guide for the full test reference.
Contributions are welcome. Read the Maintainer Guide for development setup, coding standards, and the PR workflow. Run make ci before submitting to verify formatting, linting, and tests pass.