Is there a self-hosted solution to create a financial dashboard for personal use?

This page summarizes the projects mentioned and recommended in the original post on /r/selfhosted

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  • Fava

    Fava - web interface for Beancount

    If you want to move from Excel to plain text, there are a number of programs that can handle your data (https://plaintextaccounting.org/) and generate user-friendly reports (e.g., https://beancount.github.io/fava/)

  • appsmith

    Platform to build admin panels, internal tools, and dashboards. Integrates with 25+ databases and any API.

    Appsmith

  • WorkOS

    The modern identity platform for B2B SaaS. The APIs are flexible and easy-to-use, supporting authentication, user identity, and complex enterprise features like SSO and SCIM provisioning.

  • budibase

    Budibase is an open-source low code platform that helps you build internal tools in minutes 🚀

    Budibase

  • YNABDashboard

    Resources required to setup and display Grafana dashboards using InfluxDB data generated through exporting and inserting YNAB budget data

    I found this for YNAB: https://github.com/beeficecream/YNABDashboard

  • OpenBudgeteer

    OpenBudgeteer is a budgeting app based on the Bucket Budgeting Principle

    I've been using Firefly III for the last 3 months and it works well, but I'm going to try out OpenBudgeteer now.

  • SilverStrike

    Finance Management Made Easy

  • beancount

    Beancount: Double-Entry Accounting from Text Files.

    If you're concerned about data loss, I'd look into text-based accounting. I personally use beancount.

  • InfluxDB

    Power Real-Time Data Analytics at Scale. Get real-time insights from all types of time series data with InfluxDB. Ingest, query, and analyze billions of data points in real-time with unbounded cardinality.

  • Directus

    The Modern Data Stack 🐰 — Directus is an instant REST+GraphQL API and intuitive no-code data collaboration app for any SQL database.

    Just going to throw out Directus as well.

  • bdantic

    A package for extending beancount with pydantic

    In particular, I've been working on bdantic which provides a pydantic interface to Beancount and makes exporting data into other formats like JSON much more practical. The latest version can parse a whole ledger and export it to JSON.

  • bapi

    The Beancount API (bapi) provides an HTTP API for interacting with a Beancount ledger file

    bapi builds off bdantic by creating an HTTP API for interacting with Beancount data. It runs in a container and can pull ledger data locally, from AWS S3, or even from Redis.

NOTE: The number of mentions on this list indicates mentions on common posts plus user suggested alternatives. Hence, a higher number means a more popular project.

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