jeraldhu-yuan/ledgerline

ledgerline

Give AI agents read-only access to your finances without giving anyone your data: one SQLite file on your machine, no cloud, exact integer-cent answers over MCP.

Everything runs locally. Bank access (via SimpleFIN Bridge) is read-only by construction — Ledgerline never sees your banking credentials and cannot move money. Account numbers are dropped at parse time, so the model can never see what the database never contains. Delete the one .db file and every trace is gone.

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Try it in 90 seconds

No clone, no signup, no API key, no real financial data — the demo seeds six months of clearly fabricated transactions so you can evaluate everything before connecting anything. uv is the only prerequisite.

uvx --from ledgerline ledgerline demo
uvx --from ledgerline ledgerline summary    # income/outflow by category
uvx --from ledgerline ledgerline upcoming   # expected charges, next 30 days

demo prints copy-paste one-liners that connect the MCP server to Codex or Claude Code; then ask things like "What recurring charges are coming up?" or "Why was last month so expensive?". When you're done evaluating, delete data/ledgerline.db and start fresh with real data below. (demo refuses to write into a database that already has transactions.)

Quick start with real data

git clone https://github.com/jeraldhu-yuan/ledgerline
cd ledgerline
uv sync

Then get transactions in. Both paths work, and they can be mixed freely — the importer deduplicates.

Bank sync. Sign up at https://bridge.simplefin.org (SimpleFIN Bridge, a small paid service that turns your bank logins into read-only trans