CloudBank

Your money, self-hosted.
A free, web-based personal finance manager — a from-scratch web port of HomeBank.

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CloudBank is a free, self-hosted, web-based personal finance manager — a from-scratch web port of the excellent HomeBank desktop application. It aims for feature parity with HomeBank while being built for the browser and the cloud: a single Docker container you run yourself, with your data living in a SQLite database on a volume you control.

Status: production-ready. Shipped 1.0 and iterating on personalization and HomeBank-parity polish — see the CHANGELOG.

Why

HomeBank is a fantastic GTK desktop app, but it is desktop-only. CloudBank brings the same workflow — accounts, a powerful transaction register, scheduled transactions, budgets, rich reports, and multi-format import (including native HomeBank .xhb import and export) — to a web UI you can reach from any device, while keeping the data on your own server.

CloudBank is an independent, clean-room reimplementation. It does not copy or link any HomeBank source code; the original is referenced only for its documented behavior and file formats, and CloudBank tracks parity with current and future HomeBank releases. CloudBank is released under the AGPL-3.0 (HomeBank itself is GPL-2+).

Screenshots

Dashboard	Customizable layout

Reports	Preferences & themes

Templates	HomeBank .xhb export & backup

Features

• Accounts of every HomeBank type (bank, cash, checking, savings, credit card, liability, asset, investment) with per-account currency, a default payment mode, and the full set of flags, showing both today's balance and a projected future balance.
• Transactions with 12 payment types, the cleared/reconciled status lifecycle, category splits, free tags, internal transfers (including cross-currency), bulk edit and duplicate detection.
• Register view with running balance, rich filtering (including a show/hide future transactions toggle), per-user column customization, a selection total (net + income/expense split of the currently selected rows), a reconciliation workflow, and double-click-to-edit.
• Scheduled transactions with automatic posting (optionally pre-registering up to 3 months ahead, HomeBank style), a per-week/month/year income & expense summary, the recurring amount shown in the schedules grid, templates (a dedicated management area, and offered when entering a transaction), and assignment rules for auto-categorization.
• Budgets and a full suite of reports (Statistics, Trend Time, Balance, Budget, Vehicle cost) with interactive charts and CSV/PNG export.
• Import: HomeBank .xhb, QIF, OFX/QFX, CSV — with an import assistant. Export: HomeBank .xhb, QIF, CSV.
• Multi-currency with manual and online (ECB / frankfurter.app) exchange rates.
• Multi-user (admin-managed), responsive UI, English and Italian.

Make it yours

• Fully customizable, free-form dashboard — place and resize widgets anywhere on a grid, and add multiple instances of any widget from a palette, each with its own settings. A varied widget library covers the standard cases (base-currency totals, quick-add, income/expense, accounts, spending donut, budget gauge, upcoming) plus building blocks for a custom layout (single account balance, recent transactions, a key-figure big-number, and free-text notes). Pick an account and Add opens the full entry modal; the Upcoming panel splits into Recurring / Future / Reminders with post / skip / edit. Existing dashboards migrate automatically, and the grid stacks to one column on phones.
• Themes — light / dark / auto plus an accent-colour picker; your choice persists per user across devices.
• Collapsible sidebar and a pinnable, reorderable navigation ("More" group for the rest).
• Smart amount entry (HomeBank style) — type 12.40 or 12,40 and both are read as decimals (toggleable per user).
• Dates rendered everywhere in your configured format.
• A first-login tutorial that points out the essentials — dismissable, shown once, and restartable from Settings.

Quick start

You need Docker with the Compose plugin. Create a docker-compose.yml (or copy the one in this repo):

services:
  cloudbank:
    image: ghcr.io/easly1989/cloudbank:main # latest stable release (see tags below)
    container_name: cloudbank
    restart: unless-stopped
    ports:
      - "8080:8080"
    environment:
      # Set to "false" only for a plain-HTTP LAN install without TLS in front.
      CB_SECURE_COOKIES: "false"
    volumes:
      - cloudbank-data:/data

volumes:
  cloudbank-data:

Then start it and open the app:

docker compose up -d
# open http://localhost:8080 and complete the first-run admin setup

That is the whole install — one container, no external database. Your data lives in the cloudbank-data volume (a SQLite database under /data). Back it up by copying that volume, or use the in-app wallet backup (Settings → Wallet tab) and the admin full-database backup.

Running behind HTTPS (recommended for anything beyond a trusted LAN)? See docs/reverse-proxy.md. Coming from the HomeBank desktop app? See docs/migrate-from-homebank.md.

Documentation

• API: interactive Swagger UI is served by the app at /api/docs (the OpenAPI spec is at /api/openapi.yaml).
• Reverse proxy / HTTPS: docs/reverse-proxy.md.
• Migrating from HomeBank: docs/migrate-from-homebank.md.
• Contributing / running from source: CONTRIBUTING.md.
• Landing site (source): site/ — built with Astro and published to GitHub Pages.

Configuration

Env var	Default	Description
CB_ADDR	:8080	Address the HTTP server listens on.
CB_DATA_DIR	/data	Directory holding the SQLite database and backups.
CB_LOG_LEVEL	info	debug, info, warn, or error.
CB_SECURE_COOKIES	true	Set false for plain-HTTP LAN installs (no TLS).
CB_RATE_URL	(frankfurter.app)	Override the online exchange-rate API root (e.g. a mirror).

Container images and tag convention

Images are published to GHCR: ghcr.io/easly1989/cloudbank.

⚠️ Read this — the tag scheme is intentional and unconventional:

Tag	Meaning
:main	Latest stable release — use this for a stable self-hosted install.
:latest	Nightly build from the main branch — bleeding edge, may break.
:vX.Y.Z	A specific released version (e.g. :v1.0.0). Also :vX.Y.

In other words, :latest is the development nightly, and :main is the stable release. This is the opposite of the usual Docker convention, so pin deliberately.

Availability: :latest is published on every push to main (nightly workflow). :main and the version tags are published by the Release workflow — either by publishing a GitHub Release, or by running that workflow manually from the Actions tab (it has a workflow_dispatch trigger, with an optional version input). If a pull fails with unauthorized, the GHCR package is private: make it public (package → Settings → Change visibility) or docker login ghcr.io with a token that has read:packages.

License

CloudBank is licensed under the GNU Affero General Public License v3.0 — see LICENSE. If you run a modified version as a network service, the AGPL requires you to offer your modified source to its users.

Support the project

CloudBank is an open-source labour of love. If it's useful to you, consider a donation — it genuinely helps and is much appreciated. ♥ Pick whichever suits you on the donation page: PayPal, Liberapay or GitHub Sponsors.

Credits

Inspired by and aiming for parity with HomeBank by Maxime Doyen. CloudBank is built and maintained by Carlo Ruggiero (@easly1989) and is not affiliated with or endorsed by the HomeBank project.