Idioma / Language: English | Portugues (BR)

MyMascada

A personal finance management application with AI-powered transaction categorization, bank account syncing, and multi-language support. Built for self-hosting with Docker, MyMascada gives you full control over your financial data.

Try the demo -- No install needed. Explore MyMascada with sample data at demo.mymascada.com (login: [email protected] / DemoPass123!).

Screenshots

Dashboard	Transactions	Settings

Features

• Transaction Management -- Import transactions via CSV, OFX, or manual entry
• AI-Powered Categorization (optional -- requires OpenAI API key) -- Automatic transaction categorization using GPT-4o-mini
• Rule-Based Categorization -- Define custom rules to automatically categorize transactions
• Bank Account Syncing (optional -- New Zealand only) -- Live account syncing via Akahu
• Google OAuth Sign-In (optional) -- Email and password authentication is always available
• Email Notifications (optional) -- Password reset, email verification, and account alerts
• Multi-Language Support -- English and Brazilian Portuguese
• PWA Support -- Installable on mobile devices for a native-like experience
• Budget Tracking -- Set budgets and analyze spending patterns
• Account Reconciliation -- Compare and reconcile account balances
• Data Export -- Export your data in CSV or JSON format
• Docker Self-Hosting -- Guided setup with a single script

Your Data, Your Server

MyMascada is designed with privacy as a core principle:

• No telemetry -- The app sends zero analytics, tracking, or usage data anywhere
• No cloud dependency -- Everything runs on your hardware. No external services are required (AI and bank sync are opt-in)
• Fully offline-capable -- Once running, the app works without an internet connection
• Your database, your rules -- All financial data stays in your PostgreSQL instance. Export it anytime in CSV or JSON

Quick Start (Self-Hosting)

git clone https://github.com/digaomatias/mymascada.git
cd mymascada
./setup.sh

The setup script walks you through configuration, including database credentials, optional API keys, and email settings. For detailed instructions, environment variable reference, and production deployment guidance, see SELF-HOSTING.md.

Architecture

MyMascada follows Clean Architecture principles with clearly separated layers:

Domain  -->  Application  -->  Infrastructure  -->  WebAPI

• Domain -- Entities, value objects, and domain events with no external dependencies
• Application -- Business logic, use cases, CQRS with MediatR, and DTOs
• Infrastructure -- Data access (EF Core), external integrations (OpenAI, email, Akahu)
• WebAPI -- REST API endpoints, authentication, middleware, and dependency injection

The frontend is a standalone Next.js application that communicates with the backend via REST APIs.

Tech Stack

Component	Technology
Backend	ASP.NET Core 10, C#
Frontend	Next.js 15, React 19, TypeScript
Styling	Tailwind CSS
Database	PostgreSQL 16
ORM	Entity Framework Core 10
Caching	Redis 7
Authentication	JWT, Google OAuth
AI	OpenAI API (gpt-4o-mini)
Internationalization	next-intl (frontend), IStringLocalizer (backend)
Background Jobs	Hangfire
Testing	xUnit, Playwright

Development Setup

Prerequisites

• .NET 10 SDK
• Node.js 20+
• PostgreSQL 16+
• Redis 7+ (optional for development)

Backend

cd src/WebAPI/MyMascada.WebAPI
dotnet restore
dotnet run

The API starts at https://localhost:5126 by default.

Frontend

cd frontend
npm install
npm run dev

The frontend starts at http://localhost:3000 by default.

Running Tests

# Backend unit tests
dotnet test

# Frontend E2E tests
cd frontend
npx playwright test

Documentation

• Self-Hosting Guide -- Deployment, configuration, and production setup
• Contributing -- How to contribute to the project
• Security Policy -- How to report vulnerabilities
• Privacy -- Data handling and privacy information
• Changelog -- Release history and changes
• Code of Conduct -- Community guidelines

License

This project is licensed under the GNU Affero General Public License v3.0 (AGPL-3.0).

Contributing

Contributions are welcome! If you find a bug or have a feature request, please open an issue. Pull requests are appreciated -- see CONTRIBUTING.md for guidelines.