Maxwell's Wallet¶
Personal finance tracker with CSV import, smart categorization, and spending trend analysis.
What's New in v0.11¶
SQLAlchemy 2.0 Migration¶
- ORM Upgrade - Migrated from SQLModel to SQLAlchemy 2.0 + Pydantic for improved type safety and performance
Performance & Stability¶
- Transactions Page - Debouncing and request cancellation prevent UI lag
- Chaos Tests - Viewport-based demon mode for reliable stress testing
v0.10 Highlights¶
- Single-User Auth - Password protection with JWT tokens and first-run setup
- Demo Mode - Public demo instances with restricted operations and auto-reset
- Backup System - SQLite backup/restore with GFS retention and scheduled backups
v0.9 Highlights¶
- 9 Locales - Full i18n support with locale-aware date and currency formatting
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