Self-Host Maybe Finance - Track Your Finances & Investments!

Hey everyone! :wave:

I’ve been searching for a way to track my finances without relying on third-party paid services. When I found “Maybe Finance”, an open-source personal finance app that does exactly what I wanted! Since it wasn’t available for Home Assistant, I ported it as an add-on to host alongside HA.

:mag: Why Maybe Finance?

There’s already Actual Budget (forum post here), which is great for envelope budgeting. But I was looking for a different feature set.

:bar_chart: Maybe Finance vs. Actual Budget – Feature Comparison

Feature Maybe Finance Actual Budget
Self-Hosted :white_check_mark: Yes :white_check_mark: Yes
Multi-Currency Support :white_check_mark: Yes (Didn’t test it) :x:
Credit Card Handling :white_check_mark: Handles balances & payments :warning: Basic support
Investment Tracking (Stocks, Crypto) :white_check_mark: Yes :x: No investment tracking
Budgeting :thinking:Basic budgeting (Very new feature) :white_check_mark::trophy: Designed for envelope budgeting
Net Worth Tracking :white_check_mark: Historical tracking :x: No built-in net worth tracking
Financial Insights & Ratios :white_check_mark: Debt-to-income, runway, etc. :white_check_mark: Limited financial metrics (Although the graphs are better at the moment.)
CSV Import :white_check_mark: :white_check_mark:
Automated data import (All provider need manual setup if selfhosted) :white_check_mark: Using Plaid (Supports US & EU, but not UK yet :white_check_mark: GoCardless (European Banks) & SimpleFIN Bridge (North American Banks)

:warning: Keep in mind that Maybe is a very new player and is still a WIP. So some features are not stress tested/finished.

:hammer_and_wrench: How to Install Maybe Finance in Home Assistant

:one: Add the Maybe Finance Repository

Open Home Assistant
Go to Settings → Add-ons → Repositories
Add:

https://github.com/M123-dev/maybe_finance_hass

Click Add and wait for it to load.

Repeat for

https://github.com/alexbelgium/hassio-addons

For the Database.
(Every Postgres DB can be used but I tested with this one)

:two: Install PostgreSQL Add-on

Search for PostgreSQL in the Add-on Store and install it.
Set a secure password for the database and start it.

:three: Install & Configure Maybe Finance

Search for Maybe Finance in the Add-on Store
Click Install
Open Configuration and set:
A secure secret key
The same PostgreSQL password from earlier
Save and start the add-on

:four: Access Maybe Finance

Once running, open it in your browser:
:link: http://homeassistant.local:1234
:link: http://your-home-assistant-ip:1234

Or use the open web UI button in Home Assistant.

Feedback

This is my first Home Assistant add-on! It works on my dev machine and my main instance, but I can’t guarantee that:
:warning: It works perfectly for all setups
:warning: It follows best security practices (especially for backups)

If you have feedback, issues, or want to contribute, feel free to open an issue or pull request on GitHub!

Interesting - thanks! I installed following the steps listed, with no issues encountered.

Playing with fake data for now. “Maybe” seems rather limited at this point, and from the Discord, it seems like a self-hosted install like this may never have automated interfaces with banks, etc, and only able to import manually via CSV files. Totally understandable how difficult it would be to support all possible self-hosted environments, but a damper on wide usage none the less…

Amazing that it works.

Yes, since they have a (currently closed beta) hosted version, they don’t have a big incentive, making automated imports easy to use for everyone.

That being said, it should be working without a problem.
There is a discussion comment from just today.

The main problem is that most of the data providers are more oriented at businesses, not personal use.


Sadly there is no one fits all solution.
I am not that interested in Plaid, more so in more EU focused services like GoCardless (former Nordigen).

From what I heard the future goal is to have some kind of add-on system. (Maybe like the one in Home Assistent), would love to write my own connectors for my depot for example. I have never heard of a data aggregator that supports trading sites.

Thats one of the reasons why I posted here, more self hosted folks. More focus on self hosted imports.

Hi friend great integration, im giving a test right now.

May I ask:

How about to have some sensors in HA with Maybe Finance informations to create automations etc.
Did you ever search something like this to improve the experience.

Tks!!

Heyy, I have not thought about this possibility. Sounds like a good idea.
“Maybe” does not have an api right now, it is currently om their roadmap.

When it is released I’m sure it’s possible!