Overview

Securo is a cutting-edge, open-source personal finance manager designed for ultimate privacy and control. Unlike traditional finance apps that monetize your data, Securo puts you firmly in command, running entirely on your own infrastructure. This self-hosted approach ensures your sensitive financial information remains yours alone, offering complete visibility into your accounts, spending patterns, and financial habits without any third-party interference.

Key Features

• Privacy-First & Self-Hosted: Your financial data stays with you.
• Comprehensive Account Management: Track multiple accounts with real-time running balances.
• Robust Transaction Management: Effortlessly search, filter, and export your transaction history.
• Flexible Data Import: Supports OFX, QIF, CAMT, and CSV file formats.
• Intelligent Automation: Auto-categorization rules and recurring transaction management simplify upkeep.
• Goal & Savings Tracking: Define and monitor progress towards your financial goals.
• Asset & Valuation Tracking: Keep tabs on your assets and their growth.
• Insightful Reporting: Generate Net Worth and Income vs. Expenses reports with detailed category analysis.
• Extensive Bank Sync: Connect to your banks via Pluggy (Brazil), Enable Banking (~2500 European PSD2 banks), or SimpleFIN (US/International).
• Multi-Currency Support: Automatic foreign exchange conversion for global financial management.
• Multi-User & Authentication: Secure multi-user support, TOTP, and OIDC login integration with providers like Authentik and Pocket ID.
• AI Agents (Optional): Integrate self-hosted LLMs for AI-powered insights and data analysis over your finances.
• Passkey Support: Secure and convenient sign-in using biometrics or security keys.

Typical Use Cases

Securo is ideal for individuals and households who:

• Are highly concerned about the privacy of their financial data and want to avoid data harvesting by corporations.
• Prefer to manage their finances on their own servers for maximum control and security.
• Need to track complex financial situations involving multiple accounts, currencies, and assets.
• Desire detailed insights into their spending habits and financial health through robust reporting.
• Wish to automate financial tasks like categorization and recurring bill payments.
• Are interested in leveraging AI for advanced financial analysis without compromising data privacy.
• Require secure, flexible authentication options, including SSO and passkeys.