Moneyflow

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.txt lists every page, and each page has a Markdown copy, such as https://moneyflow.dev/docs/guide/web.md.

Install

On Linux or macOS:

curl -fsSL https://github.com/wesm/moneyflow/releases/latest/download/install.sh -o install.sh
less install.sh
sh install.sh

For Windows, manual downloads, and building from source, see installation. Coming from Python Moneyflow? Read moving to Go first.

Try it

moneyflow web --demo   # in your browser
moneyflow tui --demo   # in your terminal

The demo uses made-up data and needs no account. To use your own data, run moneyflow web or moneyflow tui and choose Add profile.

Connect your data

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.

Find your next step

• 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.