Moneyflow shows where your money goes and lets you clean up merchants and categories in bulk. Edits wait until you review and commit them. Use it in a browser, in a terminal, or from an AI assistant through MCP. Your data stays in a local SQLite profile.
- Docs: moneyflow.dev/docs
- For agents:
moneyflow.dev/llms.txtlists every page, and each page has a Markdown copy, such ashttps://moneyflow.dev/docs/guide/web.md.
On Linux or macOS:
curl -fsSL https://github.com/wesm/moneyflow/releases/latest/download/install.sh -o install.sh
less install.sh
sh install.shFor Windows, manual downloads, and building from source, see installation. Coming from Python Moneyflow? Read moving to Go first.
moneyflow web --demo # in your browser
moneyflow tui --demo # in your terminalThe demo uses made-up data and needs no account. To use your own data, run moneyflow web or
moneyflow tui and choose Add profile.
| Source | What you can do |
|---|---|
| Monarch Money | Import transactions and review edits before writing them back |
| YNAB | Connect one plan and write supported payee/category edits and deletions |
| Amazon | Import order-history CSV files, categorize purchases locally, and match bank charges to products |
| Bank CSV | Import Chase credit-card exports, reconcile overlapping files, and preserve local edits |
| SimpleFIN | Import bank data and edit locally; experimental, with live-bank testing pending |
Use the same profiles in the browser, the terminal, and the MCP server. Pending edits and undo history survive a restart. Amounts are exact integers in each currency's smallest unit, never floating point.
- Quick start: open a profile and review a transaction.
- Use Moneyflow with an agent: MCP setup, safe commands, and rules.
- Amazon guide: import, reimport, and inspect matched products.
- Keyboard shortcuts: navigate and edit without a mouse.
- Exports: save transactions for analysis.
- Configuration: choose data paths and configure web access.
- Security: understand local storage and network boundaries.
- Development: build, run with live reload, and verify changes.
- Documentation maintenance: writing rules, ownership, and publishing.
Moneyflow is MIT-licensed. The website, moneyflow.dev, is published
from each stable release, so it can lag behind main.