# OpenMonetis

> OpenMonetis is a self-hosted personal finance web app for manual financial control. It helps users manage accounts, cards, invoices, budgets, notes, reports, attachments, and AI-generated insights. The product UI is in Brazilian Portuguese, the codebase uses English folder and import names, and there is no hosted SaaS version.
>
> **Stack:** Next.js 16, React 19, PostgreSQL, Drizzle ORM, Better Auth, Tailwind CSS 4, shadcn/ui. Package manager: pnpm. Linter: Biome.

OpenMonetis is meant to be deployed by the user on their own machine or server.
There is no Open Finance or automatic bank synchronization.
Transactions can be entered manually or imported from OFX and XLS/XLSX files.
Attachments are optional and require S3-compatible storage.
The public website is mainly a landing page; the main technical documentation lives in the GitHub repository.

## Docs

- [Landing page](/): Public homepage and high-level product overview
- [README](https://github.com/felipegcoutinho/openmonetis/blob/main/README.md): Main project documentation covering features, installation, Docker, environment variables, architecture, contributing, and license
- [CHANGELOG](https://github.com/felipegcoutinho/openmonetis/blob/main/CHANGELOG.md): Release history and notable changes
- [LICENSE](https://github.com/felipegcoutinho/openmonetis/blob/main/LICENSE): CC BY-NC-SA 4.0 license terms

## Setup

- [Setup script](https://raw.githubusercontent.com/felipegcoutinho/openmonetis/main/setup.mjs): Interactive installer for local or self-hosted setup
- [Environment example](https://github.com/felipegcoutinho/openmonetis/blob/main/.env.example): Required and optional environment variables
- [Docker Compose](https://github.com/felipegcoutinho/openmonetis/blob/main/docker-compose.yml): Local app and PostgreSQL stack definition

## Architecture

- [CLAUDE.md](https://github.com/felipegcoutinho/openmonetis/blob/main/CLAUDE.md): Project architecture, naming rules, query rules, and feature checklist

## Optional

- [robots.txt](/robots.txt): Crawl policy for the public site

## Related Projects

- [OpenMonetis Companion](https://github.com/felipegcoutinho/openmonetis-companion): Android app that captures bank notifications and sends them to the OpenMonetis inbox for review

