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Syllogic

Free
• Updated Jun 30, 2026, 03:27 PM

Syllogic is an open-source, self-hosted personal finance dashboard that gives users full control over their financial data.

Use Cases ▼
01

Track personal expenses and balances across multiple accounts

02

Automatically categorize transactions using AI or rule-based matching

03

Identify and manage recurring subscriptions and their costs

04

Analyze spending patterns by category and time period

05

Import transactions from bank CSV files and export data freely

06

Query financial data using natural language via an MCP server

What Problem It Solves ▼

Syllogic addresses the lack of self-hosted, privacy-respecting personal finance tools that offer modern UX and optional AI enrichment. Many existing solutions either lock users into hosted ecosystems or require complex setups. Syllogic provides an easy-to-deploy, open-source alternative that keeps all financial data under the user's control while supporting manual imports, AI categorization, and smooth exporting.

Key Features ▼
✓

Full control over financial data with self-hosting

✓

Easy deployment via Docker or Railway

✓

Optional AI categorization (OpenAI) with fallback

✓

CSV import/export prevents vendor lock-in

✓

MCP server enables LLM-based natural language interactions

Overview

Syllogic is an open-source, self-hosted personal finance dashboard that gives users full control over their financial data. It is designed for individuals who prefer to avoid hosted SaaS products and want to run their own instance on a VPS, homelab, or NAS using Docker Compose or Railway. The application includes an optional AI-powered transaction categorization layer via OpenAI, but also operates fully with rule-based matching if no API key is provided. The stack comprises a Next.js frontend, a FastAPI backend with Celery for async tasks, PostgreSQL 16 for data storage, and Redis for job queuing. It offers a live demo for evaluation before deployment.

Full Description ▼

Key functionalities include balance and cash flow views, recurring subscription tracking, category analytics with period comparisons, and CSV import/export to avoid vendor lock-in. A recent addition is an MCP server that allows direct natural language querying of financial data from compatible LLMs like Claude Desktop, enabling bulk operations and insights without manual interaction. The tool is licensed under AGPL-3.0, ensuring the source code remains open. Syllogic is ideal for privacy-conscious developers and homelab enthusiasts who want a polished, functional finance dashboard without relying on third-party services.

Pros & Cons

Pros

+

Full control over financial data with self-hosting

+

Easy deployment via Docker or Railway

+

Optional AI categorization (OpenAI) with fallback

+

CSV import/export prevents vendor lock-in

+

MCP server enables LLM-based natural language interactions

Cons

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No direct bank syncing (CSV import only)

−

Requires technical knowledge to set up and maintain

−

Early-stage release (v1.0.0)

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AI features require an OpenAI API key and associated costs

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Limited to personal finance; not suited for businesses

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