This project was created to manage my own finances. Hopefully it is useful for you as well!
You can read more on the Dukatia website.
- Transactions: Log your transactions and add metadata like recipients, accounts, assets and tags to get better insights into your spending habits.
- Budgets: Set yourself a budget to plan how you want to spend your money.
- Assets: Track your financial assets to get an overview over your investments.
- Multiple Accounts: Track your spending across all of your accounts.
- Powerful Tagging: Tags don't just stand on their own - they can also have a parent. This lets you define a tree-like structure for all your tagging needs.
- Multiple Currencies: You have a bank account in a foreign currency? No problem! You can also define your own custom currencies.
- Customizable Dashboards: With the Dashboard editor you can build the Dashboards you want. This allows you to get a quick overview over the data you need.
- Self-hosted & Open-Source: Your financial data tells a lot about you, so keep it safe! Dukatia is fully self-hosted and doesn't send your sensitive data to the cloud.
You can access the live demo here. This allows you to try Dukatia without having to install anything. Please don't enter personal information. The demo environment gets reset and updated once every hour.
The only supported way to install and run dukatia is Docker. For convenience I provide a docker-compose.yml file that makes it really easy to get started. For more instructions, please check out the docs.
Configuration is handled through envoirnment variables. Important ones to change are:
POSTGRES_PASSWORD this needs to be the same for the backend and postgres services
ADMIN_PASSWORD this will be the password you log in with. Right now you can only use the admin account, however multi-account support will be added later on. This variable is only relevant on first boot. Afterwards you can change it through the settings menu.
PEPPER this is somewhat important for securily encrypting passwords for the database. Just roll your face across your keyboard.
You can find more info about all the configuration options in the docs.