Ledger

Your Money. Your Data.

A self-hosted personal finance app for households. Track income, expenses, budgets, net worth, and investments — with role-based access, bank sync, and a mobile-friendly UI. All data stays on your server in a single SQLite file.

Features

• Dashboard — KPI cards, spending breakdown, recent transactions
• Transactions — Full CRUD with filters, search, bulk edit, and pagination
• Budget — Monthly budget vs. actual by category, filterable by household member
• Reports — Annual income/expense breakdown with expandable categories
• Net Worth — Account balances, investment holdings, and depreciable assets (straight-line & declining balance)
• Bank Sync — Automated transaction and balance import via SimpleFIN Bridge
• CSV Import — Auto-categorization, duplicate detection, transfer detection, multi-format support
• Multi-User — Owner / Admin / Member roles with 18 granular permissions
• Joint Accounts — Multi-owner support for shared accounts
• Mobile Responsive — Bottom sheets, tab navigation, and card layouts on small screens
• Dark Mode — System-aware with manual toggle

Quick Start

Pull and run with Docker Compose:

curl -O https://raw.githubusercontent.com/robpaolella/ledger/main/docker-compose.yml
docker compose up -d

Open http://localhost:3001. On first launch, the app walks you through creating an owner account — no default credentials.

Or pull the image directly:

docker pull robpaolella/ledger:latest
docker run -d -p 3001:3001 -v ./data:/app/packages/server/data robpaolella/ledger:latest

Tech Stack

Layer	Technology
Frontend	React 19, TypeScript, Vite 7, Tailwind CSS 4
Backend	Express 5, TypeScript, Drizzle ORM
Database	SQLite (better-sqlite3)
Auth	JWT, bcrypt
Bank Sync	SimpleFIN Bridge API
Deploy	Docker, Docker Compose

Configuration

Variable	Default	Description
JWT_SECRET	Auto-generated	Signing key for auth tokens. If not set, a random secret is generated and persisted in the data volume.
PORT	3001	Server port
NODE_ENV	production	Set automatically in Docker

Local Development

Prerequisites

• Node.js 20+ and npm 9+

npm install
npm run dev

This starts the Express API (port 3001) and Vite dev server (port 5173). Open http://localhost:5173.

Database Management

npm run db:backup                              # backup
npm run db:restore backups/ledger-XXXXXX.db    # restore
npm run db:reset                               # reset and re-seed (dev only)

The SQLite database is volume-mounted at ./data/ and persists across container rebuilds.

License

MIT