You connect banks via Plaid or import CSVs. Transactions get auto-categorized by rules you define. On top of normal categories there's a flexibility layer (fixed / flexible / discretionary) so you can see at a glance what's actually controllable spending. There are also tags (also separate from categories) for isolating things like trips or hobbies.
The financial health screen does savings rate, liquidity runway, and FIRE projection with adjustable assumptions. Probably overkill but I like it.
It also has an MCP server so Claude/ChatGPT can talk to you about your finances, create rules/tags, etc. That’s always the most annoying thing for me when trying a new personal finance tool. Hopefully this brings down the barrier to usefulness. The agent/chatbot in the app has the same tools as the Claude/ChatGPT would have via the MCP.
- add some screenshots or a demo video to the repo
- I’m not familiar with Plaid, and I’m not probably the only one. A list of main banks/countries probably would make sense? Or just a link that I could not easily find.
Having a nice tui/plaid sync for plaintextaccounting would be nice.
https://plaintextaccounting.org/