Budgeting that leads with net worth.

PersoFin runs on your own machine. Upload your statements, see your net worth, and track your spending. For free.

Start self-hosting hereSee the features
PersoFin Overview dashboard: net worth, spending breakdown, and accounts
Free and open-source

Run it on your own machine.

4 Singapore bank parsers

Supports DBS, OCBC, UOB and MariBank. Any other bank via CSV.

Git clone and run

Simple onboarding process.

Statements parse natively from Singapore's major banks
UOB
DBS
OCBC
MariBank
01 · Overview

Know your worth and track your finances.

Balances, trends and recent activity, all in one screen.

Net worth
S$11,184
02 · Imports

Auto PDF bank statement parser.

4 Singapore bank formats native. Any other bank via CSV.

Import · DBS statement4parsers
NTUC FAIRPRICE→ Groceries
GRAB *TRANSPORT→ Transport
SP GROUP GIRO→ Utilities
03 · Rules

Auto categorization.

Write a rule once; it sorts every match after.

Rule
contains "MRT"→Transport
SMRT EZLINK TOPUP✓ tagged
SMRT TRAIN RIDE✓ tagged

Get Started

  1. Clone the repo.
  2. Import your Singapore PDF bank statements
  3. Start tracking your net worth and expenses
Get the sourceRead the setup guide
$ git clone https://github.com/bobbymuljono/persofin
$ cd persofin
$ pnpm start
# dashboard live at http://localhost:3000