{"id":15007167,"url":"https://github.com/johnstarich/sage","last_synced_at":"2025-08-03T03:36:52.290Z","repository":{"id":34954680,"uuid":"190965831","full_name":"JohnStarich/sage","owner":"JohnStarich","description":"💸 Download from your banks and credit cards straight to your 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Sage [![Build Status](https://travis-ci.com/JohnStarich/sage.svg?branch=master)](https://travis-ci.com/JohnStarich/sage) [![Coverage Status](https://coveralls.io/repos/github/JohnStarich/sage/badge.svg?branch=master)](https://coveralls.io/github/JohnStarich/sage?branch=master) ![Sage Downloads Count](https://img.shields.io/github/downloads/JohnStarich/sage/total)\n\nBe your own accountant, without the stress.\n\nExamine your finances with ease.\nAutomatically download transactions from your banks and credit cards, then run the numbers.\n\n\u003c!-- Matomo Image Tracker--\u003e\n\u003cimg src=\"https://analytics.johnstarich.com/matomo.php?idsite=2\u0026amp;rec=1\u0026amp;action_name=README.md\" style=\"border:0\" alt=\"\" /\u003e\n\nGet the latest release [here](#install), then [let us know what you think][feedback]!\n\n[feedback]: https://github.com/JohnStarich/sage/issues/new\n\n![Activity page demo](.github/media/activity.png)\n\u003cp align=\"center\"\u003e\u003cem\u003eSee your latest balances, expenses, and transactions.\u003c/em\u003e\u003c/p\u003e\n\n## Features\n\n* [x] Securely \u0026 automatically download data directly from your bank or credit card company\n* [x] View and edit transactions, balances, and budgets\n* [x] Uses [double-entry bookkeeping][] to keep things in check\n* [x] Web Connect \u003csup\u003e(beta)\u003c/sup\u003e and Direct Connect support\n* [x] Can deploy as a single binary or as a Docker container\n* [x] Automatic version control\n\n![Budgets page demo](.github/media/budgets.png)\n\u003cp align=\"center\"\u003e\u003cem\u003eManage monthly budgets to keep track of your expenses.\u003c/em\u003e\u003c/p\u003e\n\n[double-entry bookkeeping]: https://en.wikipedia.org/wiki/Double-entry_bookkeeping_system\n\n## Install\n\nChoose **_one_** of the following options:\n\n* Download the app for [Windows, Mac, or Linux](.github/docs/download-app.md)\n* Run the container image from [Docker Hub](https://hub.docker.com/r/johnstarich/sage):\n```bash\nDATA_DIR=$HOME/sage\nmkdir \"$DATA_DIR\"\ndocker run \\\n    --detach \\\n    --name sage \\\n    --publish 127.0.0.1:8080:8080 \\\n    --volume \"$DATA_DIR\":/data \\\n    johnstarich/sage\n# Visit http://localhost:8080 in your browser\n```\n* Download and install the latest Sage server release from the [releases page](https://github.com/JohnStarich/sage/releases/latest) or this script:\n```bash\ncurl -fsSL -H 'Accept: application/vnd.github.v3+json' https://api.github.com/repos/JohnStarich/sage/releases/latest | grep browser_download_url | cut -d '\"' -f 4 | grep -i \"$(uname -s)-$(uname -m)\" | xargs curl -fSL -o sage\nchmod +x sage\n./sage -help  # Optionally move sage into your PATH\n```\n* OR download the source and build it: `go get github.com/johnstarich/sage`\n\n\n## Usage\n\nFor available options, run `sage -help`\n\n## Future work\n\n* Over-budget notifications\n* Forecasts on current transactions to identify trends\n* Smarter categorization by training on current ledger\n\n## Data storage\n\nSage uses a ledger ([plain text accounting][]) file, some simple JSON-encoded files, and an [`hledger` rules][hledger rules] file.\n**You won't need to know about these files to use Sage.** However, if you're a power-user, then these formats may come in handy.\n\n[plain text accounting]: https://plaintextaccounting.org\n[hledger rules]: https://hledger.org/csv.html#csv-rules\n\nThe ledger will store all of your transactions in plain text so you can easily read it with any text editor. It also supports [several other tools][ledger tools] that can generate reports based on your ledger.\n\n**Warning:** Some banks, like [Bank of America][], may charge a fee for downloading transactions. While this is uncommon, we are not responsible for these charges. Do your homework if you want to be certain these charges won't apply to you.\n\n[Bank of America]: https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings#BofA.2C_CA\n\nThe rules file is a format designed by the [hledger][] project for importing CSVs. This file will help Sage automatically categorize incoming transactions into the appropriate accounts for your ledger. After a transaction has been imported, it is assigned an account (category) from this file. To follow convention, only include rules to change the `account2` field or a `comment`. While changing `account1` is supported, it will likely cause problems with Sage since account1 is assumed to be the source institution of the transaction.\nCurrently, the web UI only supports `account2`.\n\n[hledger]: https://github.com/simonmichael/hledger\n[ledger tools]: https://plaintextaccounting.org/#plain-text-accounting-tools\n\n## Awesome libraries 👏\n\nSage relies on [`aclindsa/ofxgo`](https://github.com/aclindsa/ofxgo) for it's excellent Go implementation of the OFX spec.\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fjohnstarich%2Fsage","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fjohnstarich%2Fsage","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fjohnstarich%2Fsage/lists"}