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Maxwell's Wallet

Personal finance tracker with CSV import, smart categorization, and spending trend analysis.

CI Release

What's New in v0.8

Observability

  • OpenTelemetry Tracing - Automatic request tracing with SQLAlchemy query instrumentation
  • Prometheus Metrics - /metrics endpoint with latency histograms and error rates
  • Health Dashboard - Real-time system health in Admin UI
  • Alerting - Webhook notifications for threshold breaches

Performance

  • Virtual Scrolling - Smooth handling of 50k+ transactions
  • Cursor Pagination - O(1) performance regardless of scroll depth

v0.7 Highlights

  • CSV Auto-Detection - Automatically detect bank CSV formats on import
  • E2E Testing - Full Playwright test suite

Features

Import & Data Management

  • Multi-Format Import: Bank of America, American Express, Venmo, Inspira HSA, Quicken QIF/QFX/OFX
  • Batch Import: Upload multiple files with cross-file duplicate detection
  • Smart Categorization: Auto-categorize using keyword matching and learning
  • Merchant Aliases: Normalize messy bank merchant names
  • Transfer Detection: Auto-identify internal transfers

Budgeting & Analysis

  • Budget Tracking: Set monthly/yearly limits with alerts at 80%/100%
  • Recurring Detection: Identify subscriptions with predictions
  • Anomaly Detection: Flag unusual purchases and budget leaks
  • Month-over-Month: Track spending changes by category
  • Daily Burn Rate: Know early if you're on track to overspend

Search & Filtering

  • Quick Filters: One-click for This Month, Last Month, Large, Unreconciled
  • Saved Filters: Save and reuse complex filter combinations
  • CSV Export: Export filtered transactions
  • Dynamic Thresholds: "Large" personalized to your spending

Quick Start

# Using Docker (recommended)
docker compose up -d
# Open http://localhost:3000

# Using Make (development)
make setup
make dev