📑 In this article
Keeping track of daily spending and long‑term investments can be confusing. Many people also worry about where their financial data is stored. Aurelio Finance offers a privacy‑first solution that you can host yourself and adds an optional AI advisor for extra insight.
What is Aurelio Finance?
Aurelio Finance is an open‑source personal finance application that runs on desktop and web browsers. It lets you record expenses, monitor net worth, and analyze investment portfolios. An optional AI advisor can suggest budgeting ideas and highlight trends, but the core app works fully without it.
Who is it for?
- Individuals who want to track personal finances — It provides a simple way to log expenses and see net‑worth changes over time
- Investors who need portfolio analytics — It offers built‑in charts and performance metrics for stocks and other assets
- Tech‑savvy users who prefer self‑hosted data — All data stays on your own machine or server, giving full control over privacy
Not ideal for: It is not for users who require a fully managed, commercial finance service with dedicated support.
5 things you can do with Aurelio Finance
- Log daily expenses — Record a coffee purchase and grocery bill in the app
- Monitor net worth — View a monthly summary of assets versus liabilities
- Analyze investment performance — Compare your stock portfolio growth over the last quarter
- Set budgeting goals — Create a monthly target for rent, utilities, and savings
- Generate simple financial reports — Export a CSV of your yearly spending for tax preparation
How to get started
- Visit the GitHub page https://github.com/LosaLosSantos/aurelio-finance
- Clone or download the repository to your computer
- Install required dependencies following the README instructions
- Run the desktop or web version as described
- Open settings and toggle the AI advisor on if you want AI help
My test
✍️ Add your own test here before publishing: what you tried, what happened, and a screenshot. Then delete this note.
Pricing
Aurelio Finance is free to use and open‑source.
Worth it if: It's worth it if you want a privacy‑focused finance tool with optional AI help without any subscription fees.
Pros and cons
👍 Pros
- Free and open‑source
- Self‑hosted data keeps your finances private
- AI advisor can suggest budgeting ideas
- Works on desktop and web
👎 Cons
- Requires technical setup for self‑hosting
- No mobile app yet
- AI advisor is optional and may need internet
Alternatives to Aurelio Finance
- TextFold — better if you need document folding and hierarchical navigation
- Otter.ai — better if you need AI transcription of meetings
- Notion AI — better if you want AI assistance inside a note‑taking workspace
FAQ
Is there a mobile version?
No mobile app currently; you can access the web interface from a mobile browser.
Do I need to pay for the AI advisor?
The AI advisor is optional and uses free APIs; Aurelio Finance does not charge for it.
Can I import data from other finance apps?
You can manually import CSV files; automated imports are not built‑in.
Do I need programming knowledge to use it?
Basic knowledge helps for self‑hosting, but the app includes step‑by‑step setup instructions.
👉 See Aurelio Finance on LatgenHub: pricing, platforms and alternatives in one place.
