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Terminal finance dashboard. Drop bank statements into Claude Code, get a TUI.

Project description

money-tui

Terminal finance dashboard. Drop bank statements into Claude Code, get a retro TUI. Data stays local in SQLite on your machine.

No API keys. No cloud sync. No account linking. Just your statements and a terminal.

Install

pip install money-tui

Try it

money demo

Fake data, 4 views, keyboard nav. Press D B C T to switch views, Q to quit.

Use it

money setup     # creates local SQLite database
money tui       # dashboard with your real data

Import your statements

Open Claude Code in the same directory:

claude

Then drop a bank statement (CSV or PDF) into the conversation:

Here's my Chase statement for January [attach file]

Claude reads the statement, categorizes every transaction, and stores it locally. Run money tui to see your dashboard.

Works with any bank — Claude figures out the format. No parser config needed.

Views

Key View What it shows
D Dashboard Cash flow, bills due, income, recent transactions
B Budget Spending vs limits, progress bars, over/under alerts
C Charts Monthly trends, category breakdown, daily heatmap
T Transactions Full transaction list with totals
R Refresh Reload data from database
Q Quit Exit

How it works

You                    Claude Code                SQLite
 │                         │                        │
 ├── drop statement ──────►│                        │
 │                         ├── read & categorize ──►│
 │                         │                        │
 ├── money tui ───────────────────────── read ──────┤
 │◄──────────────────────── terminal dashboard ─────┤
  • Claude Code is the parser. It reads any bank statement format and handles categorization.
  • SQLite stores everything locally. Your financial data never leaves your machine.
  • money-tui is the visualization layer. Pure Python, no dependencies beyond SQLAlchemy and Click.

Data

Everything lives in ./data/money.db. The database has:

  • accounts — your bank accounts and credit cards
  • transactions — every transaction, categorized
  • categories — Groceries, Dining, Coffee, Shopping, etc.
  • budgets — monthly spending limits
  • bills — recurring bills with due dates

Built with

Claude Code — the AI does the boring part (parsing statements, categorizing transactions). You get the fun part (the dashboard).

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