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Quick Start

Get Maxwell's Wallet running in minutes.

# Build and run
docker compose up -d

# Open http://localhost:3000

Your data is persisted in a Docker volume. To use a custom location:

docker run -d \
  -p 3000:3000 -p 8000:8000 \
  -v /path/to/your/data:/data \
  ghcr.io/poindexter12/maxwells-wallet

Using Make (Development)

# First-time setup
make setup

# Start development servers
make dev

# Open http://localhost:3000

First Steps

  1. Create account: On first launch, you'll be redirected to /setup to create your username and password
  2. Import transactions: Go to the Import page and upload a CSV, QIF, or QFX file
  3. Categorize: Assign bucket tags to organize your spending
  4. Set budgets: Create spending limits on the Budgets page
  5. Review insights: Check the Dashboard for anomalies and trends

Demo Mode

Try Maxwell's Wallet without setting up your own data:

make docker-with-demo
# Login: maxwell / wallet

Supported Import Formats

Format Source
CSV Bank of America, American Express, Venmo, Inspira HSA
QIF Quicken, Microsoft Money
QFX/OFX Quicken Financial Exchange

The format is auto-detected, but you can override if needed.