AI Briefingsecuro: Open-source financial management running on your own infrastructure without third-party servers
securo-finance/securo
About the project
An open-source financial management tool designed so that personal financial data does not rely on third-party servers. Build your own infrastructure in a Docker or Podman environment to directly manage accounts, expenses, and asset status. It provides features comparable to existing financial apps while maintaining data sovereignty.
It supports importing OFX, QIF, CAMT, and CSV files, along with bank integration via Pluggy, Enable Banking, and SimpleFIN. It automatically synchronizes bank data from Brazil, Europe PSD2, the US, and international banks, and includes multi-currency conversion, recurring transactions, and budget setting features. It visualizes asset value trends and net worth reports with category-specific sparklines.
On the security front, it supports TOTP two-factor authentication, passkeys, and OIDC login (Authentik, Pocket ID, etc.). Optionally, you can connect a self-hosted LLM-based AI agent to enable RAG question-answering and tool usage for personal data. It is released under the AGPL-3.0 license and provides a multi-user environment and an admin panel.
securo-finance/securo
Open-source personal finance manager. Self-hosted, privacy-first.
Python
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