Personal wealth management that brings bank accounts, cash, real estate, and vehicles together in one place — with line-item detail that typical finance apps don't offer.
Most finance apps are good at one thing: some aggregate bank accounts and contracts, others scan receipts. None combine full multi-account wealth management (bank accounts, cash, real estate, vehicles, investments) with the kind of line-item detail that turns a single lump-sum purchase into what was actually bought. wealthdock is the dock where all of it comes together — a central view of net worth across every asset you own, with the option to go as granular as a single item on a single receipt.
| Repo | Description |
|---|---|
wealthdock |
Main product — a central wealth-management dashboard bringing together bank accounts (multi-banking), real estate, vehicles, cash, and investments. Tracks net worth across all asset classes over time. |
wealthdock-server |
Self-hostable backend — cross-device sync, bank-API integration, data storage, auth, and encryption of sensitive financial data. |
receipt-itemizer |
OCR and line-item parsing of receipts — breaks a purchase down into individual line items with per-item categorization instead of one lump sum. Works fully standalone. |
cash-ledger |
Manual cash tracking — quick-entry for cash spending and income, with a running balance. Standalone for cash-only users. |
contract-detector |
Detects recurring contracts and subscriptions from any transaction stream, flags price increases, and reminds about cancellation windows. |
shared-expense-splitter |
Splits shared expenses among roommates or groups, with settlement suggestions. Fully standalone. |
budget-forecaster |
Forecasts future account balance and spending from historical category data, regardless of where the transaction history comes from. |
Core product Add-on modules (each standalone-usable)
───────────── ────────────────────────────────────────
wealthdock ◀──────────── receipt-itemizer (itemized receipts)
(dashboard, net worth, optionally cash-ledger (manual cash entries)
all asset classes) plugs in contract-detector (subscription detection)
│ shared-expense-splitter (group expense splitting)
▼ budget-forecaster (spend/balance forecasting)
wealthdock-server
(sync, bank API,
auth, storage)
wealthdockis the core product — the dashboard a user opens to see everything they own, across accounts and physical assets, in one net-worth view.wealthdock-serveris the backend it depends on for multi-device sync and live bank-account integration.- The remaining repos are independent modules: each works entirely on its own (a photo in, structured data out for
receipt-itemizer; manual entries forcash-ledgerorshared-expense-splitter), but each can also feed its output intowealthdockfor a more detailed combined view. None of them require each other.
- Want the full picture across your accounts and assets? Start with
wealthdock. - Only need itemized receipt scanning, cash tracking, or expense splitting on their own?
receipt-itemizer,cash-ledger, andshared-expense-splitterwork without any of the other repos. - Self-hosting for a team or household? See
wealthdock-server.
We welcome contributions across all repositories — new bank/API integrations, categorization improvements, receipt-parsing accuracy, and forecasting models. See each repository's CONTRIBUTING.md for specifics, or the shared guidelines in this organization's .github repo.