💰 FinanceMonitoring

A self-hosted personal finance tracker with automatic Monobank synchronization.

🇬🇧 English · 🇺🇦 Українська

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📖 About

FinanceMonitoring is a lightweight, self-hosted personal finance tracker built with ASP.NET Core and SQLite. It automatically pulls your accounts and transactions from the Monobank API, keeps everything in a local database, and exposes a minimal REST API backed by a simple static frontend served straight from the app — no external services, no cloud dependency, your data stays on your machine.

✨ Features

• 🔄 Automatic Monobank sync — a background service periodically fetches accounts & transactions via the Monobank API
• ⏱️ Configurable sync interval and historical backfill — choose how often to sync and how many days back to pull on first run
• 💵 Multiple accounts, including cash — a built-in "Cash" account is auto-created for tracking money outside your bank
• 🗄️ SQLite storage via EF Core — zero-setup local database with automatic migrations on startup
• ⚡ WAL mode enabled — better concurrency for read/write operations
• 🌐 Minimal REST API — clean HTTP endpoints for accounts/transactions, mapped via MapRestApi()
• 🖥️ Built-in static frontend — served directly from wwwroot, no separate frontend server required

🛠️ Tech Stack

Component	Purpose
ASP.NET Core (C#)	Web host, REST API, background services
Entity Framework Core	Data access & migrations
SQLite	Local, file-based database
Monobank API	Source of accounts & transactions
HttpClient + rate limiter	Safe, throttled requests to Monobank
Static files (wwwroot)	Built-in frontend

🚀 Getting Started

Prerequisites

• .NET SDK matching the version in global.json
• A Monobank personal API token — get one at api.monobank.ua

Installation

# Clone the repository
git clone https://github.com/DmitryMagich/FinanceMonitoring.git
cd FinanceMonitoring

# Restore & build
dotnet restore
dotnet build

Configuration

Edit appsettings.json (or appsettings.Development.json) before the first run:

{
  "ConnectionStrings": {
    "Default": "Data Source=finance.db"
  },
  "Monobank": {
    "Token": "your_monobank_token_here"
  },
  "MonoSync": {
    "IntervalMinutes": 30,
    "InitialBackfillDays": 30,
    "RunOnStartup": true
  },
  "Time": {
    "TimeZoneOffsetHours": 3
  }
}

Key	Description
ConnectionStrings:Default	SQLite connection string / database file path
Monobank:Token	Your personal Monobank API token
MonoSync:IntervalMinutes	How often the background sync job runs
MonoSync:InitialBackfillDays	How many days of history to pull on the very first sync
MonoSync:RunOnStartup	Whether to trigger a sync immediately when the app starts
Time:TimeZoneOffsetHours	UTC offset used for displaying/aggregating transaction dates

🔒 Never commit a real Monobank token to a public repository — keep it in appsettings.Development.json, user secrets, or an environment variable, and make sure that file is gitignored.

Run

dotnet run

On first launch, the app automatically:

1. Applies EF Core migrations and creates finance.db.
2. Enables SQLite WAL mode.
3. Creates a default "Cash" account for tracking money outside of Monobank.
4. Starts the background Monobank sync service (if RunOnStartup is true).

Then open the app in your browser to use the built-in dashboard served from wwwroot.

📁 Project Structure

FinanceMonitoring/
├── Entities/                  # EF Core entity models (Account, Transaction, etc.)
├── Modules/
│   ├── MonoAPI/                # Monobank API client, rate limiter, sync service
│   └── RestAPI/                # Minimal API endpoint definitions
├── Properties/                 # launchSettings.json etc.
├── wwwroot/                     # Static frontend (served by the app)
├── AppDbContext.cs             # EF Core DbContext
├── Program.cs                  # App composition root & startup
├── appsettings.json            # Base configuration
├── appsettings.Development.json
├── global.json                 # Pinned .NET SDK version
├── FinanceCalculator.sln
└── FinanceCalculator.csproj

🔐 Security Notes

• The SQLite database file (finance.db) contains your real financial data — make sure it's excluded via .gitignore and never pushed to the repository.
• Treat your Monobank API token like a password: it grants read access to your bank account data.

🤝 Contributing

This is a personal pet project, but suggestions, issues, and pull requests are welcome.