Personal ERP

Local-first accounting for one household

A Workday-inspired accounting system for a single household - a real double-entry ledger with financial statements, statement reconciliation, fixed assets, debt, budgets, forecasts, and KPIs. It runs entirely on your own machine, in your browser, against one SQLite file. Nothing leaves your computer.

I built it, and I run my own household's books on it. It's free to download and use.

Download · zip, ~75 KB

Requires Python 3.11+. Setup is three commands - see below.

A look inside

Personal ERP dashboard: net worth, KPIs, cash flow, and reconciliation status — **Dashboard.** Net worth, income and expense, a full KPI panel (savings rate, emergency-fund months, debt-service ratio), direct-method cash flow, and live reconciliation status.

Financial statements: trial balance, income statement, balance sheet, cash flow — **Financial statements.** Trial balance, income statement, and balance sheet - each proving out to the penny - plus cash flow and managerial spending by service line and cost center.

Journal entries with source, status, and amounts — **The journal.** Every transaction is a balanced entry - imports, accruals, depreciation, debt payments - posted to the ledger and traceable back to source.

Budget versus actual by account — **Budget vs. actual.** Set a budget version, compare it against posted activity, and read the variance by account.

What it does

Double-entry accounting core
Trial balance, income statement, balance sheet
Direct-method cash flow & net-worth bridge
Bank & credit-card statement import
Reconciliation to the penny
Fixed assets & depreciation
Debt, amortization & interest accrual
Budgets and budget-to-actual
Forecast scenarios & projected statements
Dimensional reporting (cost center, service line, person)
KPI dashboard with targets
Month-end close workflow

How it works

Unzip it, then from inside the folder:

# one-time setup
python3 -m venv .venv
source .venv/bin/activate
pip install -r backend/requirements.txt

# build a demo household and launch
python -m backend.manage reset
python -m backend.manage run

Then open http://127.0.0.1:8001. The download seeds a synthetic demo household (the numbers in the screenshots above) so every screen works out of the box; the README explains how to clear it and start on your own books.

Download · zip, ~75 KB

The fine print

Local-first and private - the database is a single file on your machine and nothing phones home. Python 3.11+, no other dependencies to install, no accounts, no server. Free under the MIT license. Built by Joseph B. Smith.