@e9n/pi-myfinance

Personal finance tracking extension for pi. Track accounts, transactions, budgets, goals, and recurring expenses — all from your terminal or Telegram.

Features

• Accounts — checking, savings, credit, cash, and investment account types
• Transactions — income/expense tracking with categories, vendors, and tags
• Budgets — monthly or annual envelope budgets per category
• Goals — savings targets, debt paydown, and purchase goals with progress tracking
• Recurring — subscriptions and regular payments with automatic daily processing
• Reports — spending summaries, monthly trends, and category breakdowns
• Insights — anomaly detection and budget risk alerts
• Import — bank statement import (DNB, SAS Mastercard, Amex); CSV import/export
• Notifications — sends a message via pi-channels when recurring transactions are auto-processed
• Web dashboard — full finance UI via pi-webserver (finance.html)

Setup

Add to ~/.pi/agent/settings.json or .pi/settings.json:

{
  "pi-myfinance": {
    "dbPath": "db/finance.db"
  }
}

| Key | Default | Description | |-----|---------|-------------| | dbPath | "db/finance.db" | SQLite file path (relative to agent dir, or absolute) | | useKysely | false | Use shared pi-kysely DB instead of local SQLite |

Tool: finance

Manages all finance entities. Pass action plus the relevant fields.

Actions

| Group | Actions | |-------|---------| | Accounts | list_accounts, add_account, update_account, delete_account | | Transactions | list_transactions, add_transaction, update_transaction, delete_transaction, search_transactions | | Categories | list_categories, add_category | | Budgets | list_budgets, set_budget, budget_status | | Goals | list_goals, add_goal, update_goal, goal_progress | | Recurring | list_recurring, add_recurring, update_recurring, delete_recurring, process_recurring, upcoming_recurring | | Vendors | list_vendors, add_vendor, update_vendor, delete_vendor | | Reports | spending_summary, category_breakdown, trend_analysis | | Insights | insights, auto_categorize | | Import/Export | import_bank, import_bank_directory, import_csv, export_csv |

Key Parameters

| Parameter | Type | Description | |-----------|------|-------------| | action | string | Action to perform (required) | | id | number | Entity ID for update/delete | | account_type | string | checking, savings, credit, cash, investment | | transaction_type | string | in (income) or out (expense) | | amount | number | Transaction or budget amount | | date | string | ISO date (YYYY-MM-DD) | | description | string | Transaction or entity description | | category_id | number | Category for a transaction or budget | | frequency | string | daily, weekly, biweekly, monthly, quarterly, yearly | | query | string | Search query (for search_transactions) | | limit | number | Max results to return | | year / month | number | Period for reports |

Commands

| Command | Description | |---------|-------------| | /finance-accounts | List all accounts with balances | | /finance-recent [n] | Show last N transactions (default 20) | | /finance-search <query> | Search transactions by text | | /finance-summary | Monthly income/expense summary with budget alerts | | /finance-budgets | Budget status for current month | | /finance-goals | All goals with progress | | /finance-recurring | Upcoming recurring transactions (next 30 days) | | /finance-trend [months] | Monthly income/expense trend (default 6 months) | | /finance-categories | Spending by category for current month | | /finance-process | Process due recurring transactions now | | /finance-import <path> <account_id> | Import transactions from CSV | | /finance-import-bank <path> <account-name> | Import bank statement (auto-detects format) | | /finance-export | Export all transactions to finance-transactions.csv | | /finance-web [port] | Start standalone web UI (default port 4200) | | /finance-web stop | Stop the standalone server | | /finance-web status | Show web UI status |

Web UI

The dashboard (finance.html) auto-mounts at /finance when pi-webserver is installed. Use /finance-web to start a standalone server on port 4200.

Install

pi install npm:@e9n/pi-myfinance

License

MIT