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Terminal UI for personal finance power users

moneyflow terminal UI

# Install and run
pip install moneyflow
moneyflow

# Or run directly with uvx (no install needed)
uvx moneyflow
uvx moneyflow --demo  # Try with demo data

Track spending, bulk edit transactions, and navigate your financial data at lightning speed. Supports personal finance platforms like Monarch Money or even analyzing your Amazon purchase history.

Get Started Try Demo View on GitHub

Who Is This For?

moneyflow is perfect if you:

  • Live in the terminal - Prefer keyboard-driven workflows over clicking through web UIs
  • Have lots of transactions to clean up - Need to rename dozens of merchants or recategorize hundreds of transactions
  • Want to analyze spending patterns - Quickly drill down by merchant, category, or time period
  • Track Amazon purchases - Want insights into your Amazon spending habits
  • Value privacy - Prefer local data processing over cloud-only platforms

Features

Keyboard-Driven

Navigate, filter, and edit without touching the mouse. Vim-inspired shortcuts make common operations instant.

Fast Local Operations

Download transactions once. All filtering, searching, and aggregation happens locally using Polars—no API latency.

Rapid Data Refinement

Select multiple transactions. Rename merchants or recategorize hundreds of transactions with a few keystrokes.

Smart Views & Drill-Down

Aggregate by merchant, category, group, or account. Drill down and sub-group within any view—see your Amazon purchases by category, or your restaurant spending grouped by merchant or credit card.

Secure Credentials

Local credential storage with AES-128 encryption. Your finance credentials stay on your machine.

Review Before Commit

See exactly what changes you're making before saving. All edits are queued and reviewed together.

Core Workflows

View and analyze spending:

  • G - Cycle between merchant/category/group/account views
  • U - Show all transactions details
  • / - Search by merchant or category
  • Left Right - Navigate time periods

Edit transactions:

  • M - Edit merchant
  • C - Edit category
  • H - Hide/unhide from aggregate totals and reports
  • Space - Select multiple (for bulk operations)
  • Ctrl-A - Select all in view (for bulk operations)

Review and save:

  • W - Review pending changes
  • Enter - Commit changes to backend

Full keyboard reference →

Platform Support

Currently supported:

  • Monarch Money - Full-featured integration with real-time sync
  • Amazon Purchase History - Import and analyze your Amazon order history from official data exports
  • Demo Mode - Synthetic data for testing features

Future:

  • YNAB (You Need A Budget)
  • Lunch Money
  • Generic CSV import for any platform

The backend system is pluggable—adding new platforms is straightforward. See Contributing if you want to add support for your platform.

Installation

# Quick install
pip install moneyflow

# Or use uvx (no installation needed!)
uvx moneyflow --demo

Requirements: Python 3.11+

Next steps:

  1. Full installation guide - Detailed setup instructions
  2. Quick start guide - Get up and running in 2 minutes
  3. Keyboard shortcuts - Master the interface

Independent Open Source Project

moneyflow is an independent open-source project. It is not affiliated with, endorsed by, or officially connected to Monarch Money, Inc. or any other finance platform.

License

MIT License - see LICENSE for details.