pocketlens/pocketlens-app

PocketLens is a personal finance app you host yourself. It connects to your bank and brokerage accounts through Plaid, a service that links financial institutions to apps, and automatically pulls in transactions, balances, and investment holdings. On top of that data, it provides budgets, net worth tracking, spending reports, and detection of recurring charges. Your financial data stays in your own database with no subscription fees and no ads. The app supports multiple users on a single installation. Each person only sees their own data, and they can either use their own Plaid account or share the server's credentials. Syncing happens automatically through webhooks for real-time updates, plus a scheduled background job that catches anything missed. You can export your data to CSV at any time. A live demo runs on the home page when you are logged out, using made-up data, so you can explore the full app before creating an account. The project has two main pieces. The web app is built with React and TypeScript, handling the interface you interact with in the browser. A separate Python sync service handles communication with Plaid and writes data to the database. Both components connect to Supabase, which provides a Postgres database, user authentication, and row-level security that keeps each user's data private. The web app reads and writes to the database directly through Supabase's API, only contacting the sync service when you need to link a new bank or manually trigger a sync. You need a Supabase project to run PocketLens. You can either self-host Supabase with Docker on your own server, keeping everything on your machine, or use Supabase's hosted service. A plain Postgres database will not work because the app depends on Supabase's specific components for login and data access. You also need a Plaid account for bank data, which you can configure once for the whole server or let each user add their own. Deployment options include local development with Docker, production setup with Docker Compose, or deploying to Render using the included configuration file. The web app is a static build, so it can also be hosted on any static hosting service like Netlify, Cloudflare Pages, or S3. The full README is longer than what was shown.