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WalletHistory

Understand your finances. Take control of your future.

Track expenses, analyze spending patterns, manage budgets, and visualize your financial history in one powerful platform.

Get started

Works in any browser, in English, Bulgarian and Spanish.

Dashboard with balance, income and expenses of the month, spending by category and goalsDashboard with balance, income and expenses of the month, spending by category and goals
Sample data. The app is shown in English.

Features

Everything you need to take control of your personal finances, designed with clarity and simplicity in mind.

Track every transaction

Record income and expenses with categories, tags and notes across all your accounts, add recurring transactions and move money between accounts.

Plan with budgets

Set weekly or monthly budgets for your expense categories, follow your spending pace and get an alert before you go over a limit.

Reach your savings goals

Set a target, deposit money from your accounts and follow your progress. A goal can be shared with your household.

Understand with reports

Cash flow, spending by category, period comparison, balance over time and a forecast, with CSV export of your data.

Share with family

Invite a partner or family member to see your accounts and transactions. Everyone changes only their own data.

Your language and your currency

Use WalletHistory in English, Bulgarian or Spanish, show amounts in USD, EUR or GBP, and pick a light or dark theme.

See it in action

A look at the app with sample data. The screenshots show the English version.

List of transactions with date, category, account, note and amountList of transactions with date, category, account, note and amount
Transactions
Monthly budgets with spent, limit and remaining amounts for each categoryMonthly budgets with spent, limit and remaining amounts for each category
Budgets
Cash flow report with income, expenses and net per monthCash flow report with income, expenses and net per month
Reports

Included in every account

Every WalletHistory account includes these features, with nothing extra to set up.

  • Reports with CSV export
  • Household sharing
  • Savings goals
  • Recurring transactions and transfers
  • English, Bulgarian and Spanish
  • Light and dark theme
  • Install on your phone as an app
  • Self-host with Docker
  • Budget alerts

Savings come first

We believe saving should come first. Set a goal, put money aside towards it and watch it grow, separately from your daily spending.

  • Deposit to a goal from any of your accounts, or take money back.
  • See at a glance how much you have saved and when a goal is completed.
  • Share a goal with your household so everyone can contribute.
Goals page with progress bars for the emergency fund, summer holiday, online course and home gymGoals page with progress bars for the emergency fund, summer holiday, online course and home gym

Your data stays yours

Your financial data is private. Only you, and the people you invite to your household, can see it.

Secure connection

All data between your device and the website is sent over an encrypted HTTPS connection.

Protected sign-in

Passwords are stored only as hashes, and changing your password signs you out on all other devices.

You stay in control

Delete your account at any time and all of your data is permanently removed.

Frequently asked questions

Is my data private?

Your data is visible only to you and to the people you invite to your household, who get a read-only view. We do not sell your data. Read the Privacy Policy for the details.

Can I use it with my family?

Yes. Invite someone from Profile → Household. They can see your accounts and transactions, you can see theirs, and everyone can change only their own data. Shared goals can receive deposits from every member.

Which currencies are supported?

You can choose US dollars, euros or British pounds. The currency is only a label for how amounts are shown, nothing is converted.

Can I export my data?

Yes. Reports can be exported as a CSV file that you can open in any spreadsheet.

Can I host it myself?

Yes. WalletHistory is source-available under the Elastic License 2.0 and runs the same code as the hosted app. An official Docker image and a Docker Compose setup are on GitHub (canon4o/wallethistory), so your data stays in your own database.

How do I delete my account?

Open Profile → Settings → Delete account and confirm with your password. Your account and all of your data are removed permanently.

Which languages can I use?

English, Bulgarian and Spanish. Change the language with the flag in the top bar of the website and in the app.

Can I use it on my phone?

Yes, WalletHistory works in the browser of your phone, tablet or computer. You can also install it on your home screen from the browser menu, like an app, without an app store. If you need help with that, message us on Facebook or Instagram.

Start tracking your money today

Create an account and record your first transaction in a few minutes.

Get started