Finance Tracker: local household expense tracking inside Home Assistant

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1

Hi everyone,

I built Finance Tracker because my household expenses were sitting in spreadsheets while the rest of my home was already managed in Home Assistant. I wanted one simple place to see what is due, what has been paid, and what the rest of the year looks like—without sending financial data to another cloud service.

This is what the current version looks like. The screenshot uses fictional demo expenses and amounts.

Finance Tracker demo screens
Finance Tracker demo screens1536×1024 218 KB

What it does

Finance Tracker adds a Finance item to the Home Assistant sidebar. From there I can:

  • keep recurring and one-time expense definitions
  • import a year of expenses from CSV or XLSX
  • generate and review a yearly plan before activating it
  • keep unpaid items above paid items on the current-month screen
  • record full or partial payments, and undo the latest payment
  • archive or reactivate expenses without changing old years
  • review yearly history and export CSV files
  • choose the display currency
  • send reminders in Home Assistant and to Companion App devices

The data stays local in:

config/finance/tracker.db

There is no bank connection or external finance account. It is deliberately a manual household planning tool.

Installing it with HACS

Add this repository as a HACS custom repository:

https://github.com/himanshutak08/financeTracker

Select Integration as the category, then:

  1. Install Finance Tracker in HACS.
  2. Restart Home Assistant.
  3. Go to Settings → Devices & services → Add integration.
  4. Search for Finance Tracker.
  5. Open Finance from the sidebar.

The first setup

The workflow that makes the most sense is:

  1. Add expenses manually, or use Bulk Import.
  2. Open Year Setup.
  3. Generate the year.
  4. Review the draft.
  5. Activate it.
  6. Open Current Month and start recording payments.

CSV/XLSX import includes validation and a downloadable sample file. Duplicate definitions are blocked, and destructive cleanup actions have confirmation steps.

A note about backups

The database is part of the Home Assistant config directory, so include it in your normal Home Assistant backups. CSV exports are also available if you want an easy-to-read copy of the data.

I would really appreciate feedback on:

  • HACS installation and upgrades
  • CSV/XLSX imports
  • the mobile layout
  • Companion App reminders
  • recurrence patterns
  • reports or exports you would actually use

GitHub: GitHub - himanshutak08/financeTracker: A Home Assistant finance tracker for recurring expenses, yearly planning, payments, history, and reminders. · GitHub

If you try it, please let me know where the workflow feels unclear or where it does not behave like a normal Home Assistant integration. Those details are especially useful.

2

Hi, this looks very good. But there’s one key thing missing, and that’s the ability to set the currency yourself. In my case, I need to set the Czech koruna (CZK), and it’s not on the list.
Could you add all the world’s currencies? Thx

3

Looks interesting. Does it support multiple languages?

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4

Thanks for the feedback. I can definitely add that.

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5

Yes, the text fields support multilang.

6

The functionality has been added. Please install the latest version and give it a try.

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