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Galene Docs

Introduction

Calm seas. Clear books.

Galene is a self-hostable personal finance app. It tracks transactions across your accounts, categorizes them, and shows you where your money goes — on your own host.

What it does

Section titled “What it does”
  • Accounts and transactions — import from a bank (SimpleFIN, Plaid, or a built-in demo bank) or enter them by hand; import CSV, OFX, or QFX and export CSV; categorize (including transfer categories for credit card payments), tag, search, and filter, including empty fields.
  • Budgets and rules — per-category limits with progress, and categorization rules that run on new imports. On Trends, the budget line and a bar drill into the transactions behind them.
  • Planning — scheduled expectations (mark one occurrence paid without creating a transaction), a cashflow forecast, and spending trends against your budget.
  • Advisor access — a frozen Accountant Pack or a read-only Viewer for a date range, without another Galene login.
  • API and MCP — a read-only REST API and a bundled MCP server (stdio, or HTTP with an API token), so scripts and assistants can read your data.

Everything runs on a single SQLite file in a single container. There is no cloud, no vendor account, and no service between you and your data.

How these docs are organized

Section titled “How these docs are organized”
  • Start — get a running instance, get an account, manage API tokens, and understand the configuration.
  • Self-host — Docker & Compose, Podman (compose & quadlets), from source, reverse proxy, and backups.
  • Features — what the app does, one area at a time: bank sync (SimpleFIN, Plaid), budgets & rules, categories & cashflow, calendar & scheduled, accounts & tags, import and export, appearance themes, advisor access, and the API & MCP.
  • Reference — environment variables, in one place.