Open Source · AGPLv3

Family finance,
together.

Self-hosted personal & family finance with a clean account-based ledger, multi-currency support, and household accounts. Your data, your server.

$ docker compose up -d click to copy
Screenshot: Dashboard overview โ€” replace with actual screenshot

Everything you need to manage
your household finances

Built for families and individuals who want full control over their financial data without compromising on features.

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Account-Based Ledger

Single-entry, account-based transaction ledger. Balances computed by account, with optional category splits and virtual accounts for flexible tracking.

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Family Multi-User

Household-level accounts with multiple logins. Owner, Member, and Viewer roles keep everyone in the loop with the right level of access.

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True Multi-Currency

Every account has a base currency. Transactions can be in any currency with automatic or manual exchange rate overrides.

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Smart Import

CSV, QIF/QFX, Google Sheets, and OFX. Preview every transaction before committing โ€” fix categories, amounts, and dates first.

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Categories & Tags

Hierarchical categories with parent/child relationships. Flexible tags for cross-cutting concerns like "tax-deductible" or "vacation."

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Built-In Reporting

Net worth tracking, income vs. expense breakdowns, spending by category, and account balance trends โ€” all from your dashboard.

Designed for international families

Living abroad? Paid in multiple currencies? OtterFin treats multi-currency as a first-class feature, not an afterthought.

  • System-wide exchange rate store with automatic updates
  • Override rates per transaction with your actual bank rate
  • View historical rates and manage preferred sources
  • Net worth reporting across all currencies
Screenshot: Multi-currency view

Preview before you import

The #1 pain point with other finance tools? Importing messy data and having to clean it up after. OtterFin lets you fix everything first.

  • CSV import with interactive column mapping wizard
  • Full preview & edit before committing any data
  • Automatic duplicate detection across imports
  • QIF, QFX, OFX, and Google Sheets support
Screenshot: Import preview wizard

Built for households, not just individuals

Most finance apps are single-user. OtterFin is designed from the ground up for families managing money together.

  • Household as the top-level entity โ€” all members see all accounts
  • Role-based access: Owner, Member, and Viewer permissions
  • Virtual/envelope accounts for individual expense tracking
  • Settlement transactions between family members
Screenshot: Family account management

Modern, pragmatic, self-hostable

Full-stack Next.js with React, backed by PostgreSQL. Deploy with a single docker compose up โ€” no complex infrastructure required.

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Next.js
Full-stack framework
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React
UI & components
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PostgreSQL
Database
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Docker
Deployment

Up and running in minutes

Three commands. That's it. OtterFin runs entirely on your own hardware.

# Clone the repo
$ git clone https://github.com/OtterFin-ai/otterfin.git
$ cd otterfin

# Configure your environment
$ cp .env.example .env
$ nano .env  # set your database password, etc.

# Launch with Docker
$ docker compose up -d

# Open http://localhost:3000 ๐Ÿฆฆ

Built in the open

OtterFin is open source under the AGPLv3 license. Contributions, feedback, and feature requests are always welcome.

Take control of your
family's finances

Deploy OtterFin on your own server in minutes. Free, open source, and built for families like yours.