@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