rudder

personal finance tracker built with Go, Templ, HTMX, and PostgreSQL. pulls transaction data automatically from bank accounts via SimpleFIN Bridge and presents it in a self-hosted web dashboard.

mostly abandoned but fairly functional.

features

• automatic transaction sync from bank accounts via SimpleFIN Bridge
• scheduled pulls on configurable intervals (hourly, daily, weekly, setup)
• transaction history stored in PostgreSQL with decimal-accurate accounting
• interactive charts via go-echarts
• server-side rendered UI with Templ + HTMX (no frontend build step)
• optional local caching of SimpleFIN responses for offline/debug use

tech stack

layer	technology
backend	Go 1.23, Echo v4
templating	Templ + HTMX
database	PostgreSQL (pgx v5, sqlc)
charts	go-echarts
scheduling	gocron v2
config	YAML

setup

prerequisites: Go 1.23+, PostgreSQL, a SimpleFIN Bridge token

git clone https://github.com/ebai101/rudder
cd rudder
cp config.example.yml config.yml
# edit config.yml with your db url, simplefin token, and timezone
make run

config

timezone: America/New_York
sfin_bridge_token: your_token_here
db_url: postgres://user:pass@localhost:5432/rudder
setup_pull_days: 180   # initial historical pull
weekly_pull_days: 30
daily_pull_days: 7
hourly_pull_days: 3
send_requests: true    # set false to use cached data
save_cache: true

development

uses air for live reloading and sqlc for type-safe database queries.

make        # start with live reload via air
make sqlc   # regenerate db query code