OpenArgentum | A self-hosted, AI-powered personal finance manager. No account, no cloud sync, no telemetry — you run it, you own your data.

OpenArgentum

OpenArgentum

A self-hosted, AI-powered personal finance manager. No account, no cloud sync, no telemetry — you run it, you own your data.

For people who check in on their finances every few weeks — not every day.

Dump in your statements, then let Aurelia make sense of it all.

GitHub Repository<br>Getting Started<br>Report an Issue

Talk to your finances – Aurelia, the built-in AI agent, is the main way you work. Ask her anything, and she acts: she reasons about your transactions, makes changes, generates charts inline, and drops you into the filtered view. Not a search box — no filter or rules engine can express “expenses that seem travel-related.”

Built for batch, not daily chores – Drop in everything you’ve got: PDFs, CSVs, or a ZIP of a dozen statements across every account. AI extracts each transaction, categorizes and tags it.

The numbers come out right – Overlapping statements are deduplicated automatically, and inter-account transfers are detected — so paying your credit card from checking doesn’t look like you spent the money twice. Import messily; the totals stay honest.

Projects, not just categories – Life happens in episodes — a trip, a renovation, a wedding. Group transactions into projects retrospectively, which is how you actually think about your spending.

You stay in the loop – Imports get a human review step, and Aurelia’s bulk edits require your approval. The AI proposes; you decide.

Your data, no lock-in – Local SQLite database on your machine. No cloud sync, no account, no telemetry. No bank credentials, ever — OpenArgentum reads statements you already have; it never connects to your bank.

One command setup – ./start.sh handles everything. No Docker, no database server, no config files.

Quick Start

You need: Python 3.11+, Node.js 20.19+, and a Google Gemini API key (or existing Google Cloud Application Default Credentials). Use a paid-tier key for real financial data — see Configuration for why.

git clone https://github.com/amithmathew/OpenArgentum.git<br>cd OpenArgentum<br>./start.sh

Open http://localhost:8099 and the onboarding wizard will walk you through setup.

That’s it. start.sh creates a Python virtual environment, installs all dependencies, builds the app, and starts the server. See Getting Started for a detailed walkthrough.

Explore with Sample Data

OpenArgentum ships with a demo database of realistic (synthetic) transactions and a sample statement, so you can evaluate it before pointing it at your own finances.

Look around now — no API key:

Launch the app (or run ./start.sh --demo to boot straight in).

Browse the dashboard, transactions, projects, and charts with pre-loaded data.

Browsing makes no external calls and needs no key. Any changes reset when you restart.

Try the AI features — add a key, use our sample:

The signature features — statement import and the Aurelia assistant — call Gemini, so they need an API key. To test them without touching your real data, add a key and import the bundled demo/sample_statement.pdf. It’s synthetic, so a free key is fine for this — watch OpenArgentum extract and categorize every transaction, then ask Aurelia about it.

From demo to your own data:

Done looking around? The way out depends on how you got in:

Launched with ./start.sh --demo? The flag pins the sample database for the whole session — stop the server and restart with plain ./start.sh to begin setup.

Clicked “Explore with sample data”? Use Set up my data in the banner at the top of the app — it walks you through connecting Gemini and choosing a database, then points you at Import. (Prefer to do it by hand? Settings → Database.)

Either way, the demo data stays put in demo.db if you ever want it back. Before importing real statements, see Configuration — Google recommends the paid terms if personal information is involved.

Import Your Statements

Drop your bank and credit card statements into OpenArgentum and let AI do the rest.

Supports PDF and CSV files (individually or ZIP-archived) – just drag and drop

AI reads every transaction, figures out the category, and adds relevant tags

Overlapping statements? Duplicates are caught automatically

Already uploaded that file? It won’t import twice

Process multiple files in a row – they queue up in the background

Meet Aurelia

Aurelia is your AI finance assistant. She lives inside OpenArgentum, has direct access to your data, and can answer questions, build charts, and make changes – all through conversation.

Aurelia isn’t a chatbot bolted onto a dashboard — she’s the primary interface. She has a full analytical loop: she can query and aggregate your transactions, compare periods, generate charts inline as you talk, navigate you to the filtered transaction view, write and search notes on transactions, and make bulk edits with your approval.

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