Overview
Take back control of your personal finances with Securo, the open-source, privacy-first personal finance manager. Designed for users who value data ownership and transparency, Securo empowers you to manage your accounts, track spending, and plan for the future without surrendering your sensitive financial information to third parties. Self-hostable and built with a strong emphasis on security, Securo provides a robust platform for all your financial management needs.
Key Features
- Privacy-First & Self-Hosted: Your financial data stays with you, on your own infrastructure.
- Comprehensive Account Management: Track multiple accounts with running balances and view detailed transaction histories.
- Flexible Data Import: Supports OFX, QIF, CAMT, and CSV formats, with optional bank synchronization via Pluggy (Brazil), Enable Banking (Europe), and SimpleFIN (US/International).
- Intelligent Automation: Features an auto-categorization rules engine, recurring transactions, and budget tracking.
- Goal-Oriented Planning: Set and monitor savings targets and financial goals with clear progress tracking.
- Advanced Security: Offers two-factor authentication (TOTP), brute-force protection, and optional OIDC login support (Authentik, Pocket ID) for centralized identity management.
- Multi-Currency Support: Handles multiple currencies with automatic FX conversion.
- AI Agents (Optional): Integrate self-hosted AI assistants for advanced data analysis and interaction via chat, with optional RAG knowledge base.
- Passkey Support: Secure and convenient login using modern authentication methods like Touch ID, Face ID, or security keys.
Typical Use Cases
Securo is ideal for individuals and families who are:
- Privacy-Conscious: Anyone concerned about their financial data being collected and used by commercial entities.
- Seeking Control: Users who want complete visibility and control over their financial landscape.
- Tech-Savvy: Individuals comfortable with self-hosting applications to leverage their full capabilities.
- Budget-Minded: People looking to meticulously track income, expenses, and savings to achieve financial goals.
- Globally Connected: Users managing finances across multiple currencies and international accounts.
- Forward-Thinking: Early adopters interested in leveraging AI tools to gain deeper insights into their financial behavior.
