budget-board

Productivity & Wikis

A self‑hosted personal finance app for tracking spending, budgeting, and financial goals.

C# Latest v3.5.2 · 1mo ago Security brief →

Features

Manage accounts, assets, transactions, and budgets in one place
Import CSV files, sync automatically with providers like SimpleFIN and LunchFlow
Auto‑categorize transactions using a trained ML model and apply automatic rules
Set and monitor financial goals with customizable trend charts

View all 16 releases →

v3.5.2 Feature 1mo

Notable features

Full changelog

Added the account name to the transaction edit panel. This should make it easier to know which account the transaction you are editing belongs to.

Full Changelog: https://github.com/teelur/budget-board/compare/v3.5.1...v3.5.2

v3.5.1 Bugfix 1mo

Improved error handling in SimpleFIN/LunchFlow sync prevents account failures from blocking other accounts.

Full changelog

Added some better error handling to the SimpleFIN/LunchFlow sync. This should prevent one account's errors from preventing the rest from syncing.

Full Changelog: https://github.com/teelur/budget-board/compare/v3.5.0...v3.5.1

v3.5.0 Breaking risk 1mo

Breaking changes

Date storage changed to date-only format; TZ environment variable required in compose.env to preserve timezone information
Login sessions default to browser-only; use 'Remember Me' option to persist across restarts
Deprecated 'latest' and 'release' Docker image tags; update compose files to use version-specific tags

Notable features

Bulk edit transactions interface allowing multiple transactions to be edited simultaneously
Spending by category graph on Trends page showing category/subcategory breakdown by month
Direct page URLs and settings moved to subpages for improved navigation and browser back/forward functionality

v3.4.0 New feature 2mo

Notable features