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app·Money & Budgeting

Firefly III

Self-hosted personal finance manager for tracking expenses, budgets, and net worth.

FREEOPEN SOURCESELF-HOSTEDPRIVACY-FIRST
Setup guide · 60–90 min

Quick facts

Price model
Self-hosted
Starting price
Free (self-hosted)
Best for
Tracking where household money goes · Couples who want their own finance dashboard · Avoiding finance apps that sell your data
Replaces
Mint, Personal Capital premium tools, Monarch Money
Platforms
Self-hostedWeb
Last verified
2026-06-22

Why it's listed

Full-featured finance dashboard without selling your data or charging a monthly seat.

Firefly III imports transactions, supports budgets and piggy banks, and runs on your server. No monthly fee to see where your money went—just hosting costs you may already have.

You operate updates and backups; bank sync may need third-party connectors.

How to set up Firefly III

Self-hosted money dashboard—transactions, budgets, and piggy banks without Mint-style data harvesting.

Time
60–90 min
Difficulty
Technical
Verified
2026-06-22

Before you start

  • Docker Compose or a NAS with container support
  • Decide import path: CSV from bank exports is the reliable free start
  • Rough category list (rent, groceries, subscriptions, fun)
  1. Deploy with Docker

    Use official docker-compose from github.com/firefly-iii/docker. Set APP_KEY and DB credentials in .env. docker compose up -d → open http://server-ip:8080.

  2. Walk through first-run wizard

    Create admin login. Set default currency and fiscal year start. Skip bank linking plugins on day one—CSV import is enough.

  3. Create asset accounts

    Add checking, savings, and credit card accounts with today's balances. Firefly tracks transfers between your own accounts separately from expenses.

  4. Import or enter transactions

    Upload bank CSV (Transactions → Import) or add manually for the last 30 days. Map columns once—save the mapping for next month.

  5. Set budgets and piggy banks

    Budgets → monthly envelopes per category. Piggy banks for goals (vacation, new laptop). This is where subscription cuts show up in red.

  6. Schedule a monthly reconcile

    First Sunday of the month: import new CSV, categorize, check budget bars. Pair with our subscription audit checklist when trimming recurring bills.

Troubleshooting

Import fails
Bank CSV format differs—download Firefly's example CSV and align columns.
Duplicate transactions
Import overlap with manual entries. Use Rules to auto-categorize and avoid double imports.
Too complex for envelope-only budgeting
Households wanting simpler YNAB-style local budgets may prefer Actual Budget (see our Actual guide).

Keep it working

  • Export a backup from the UI before upgrades
  • Update containers when security releases ship
  • Automated bank sync often needs paid third-party bridges—CSV stays free

Official docs: docs.firefly-iii.org/references/firefly-iii/installation/docker/

Good fit for

  • Privacy-minded households
  • People comfortable running it on a home computer

Not ideal for

  • Non-technical users wanting zero setup

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