How letehaha/moneymatter works
MoneyMatter is a personal-finance application for consolidating account and transaction data into budgets, reports, and net-worth views, with bank sync, investment and loan tracking, imports, AI features, sharing, and backup/export. The principal workflow is users managing or importing financial records, optionally syncing banks, then using reports and related finance features. The graph emphasizes documented product domains and the sampled import/export handlers; exact wiring among unsampled controllers and services is not inferred.
Main entry points: setup-routes.ts HTTP API · investment-transactions-parser Investment import · statement-parser Statement parsing · export-data.controller.ts Export and backup
Components 25
Application access
- HTTP API
packages/backend/src/setup-routes.ts - Authentication
packages/backend/src/config/auth.ts
Core finances
- Accounts and currencies
packages/backend/src/controllers/accounts.controller.ts - Transactions and rules
packages/backend/src/controllers/transactions.controller.ts - Categories and payees
packages/backend/src/controllers/categories.controller
Planning and assets
- Budgets and reports
packages/backend/src/controllers/budgets - Bills and subscriptions
packages/backend/src/controllers/subscriptions - Loans
packages/backend/src/controllers/loans - Investments
packages/backend/src/controllers/investments
Data and integrations
- Bank connections
packages/backend/src/controllers/bank-data-providers - Import parsing
packages/backend/src/controllers/import-export - Investment import
packages/backend/src/controllers/investment-transactions-parser - Statement parsing
packages/backend/src/controllers/statement-parser - Export and backup
packages/backend/src/controllers/data-export/export-data.controller.ts - MCP access
packages/backend/src/controllers/mcp - Investment parser
packages/backend/src/services/import-export/investment-transactions-parser/csv-parser.service.ts - Import date engine
packages/shared/src/import-export/date-engine.ts - Data export service
packages/backend/src/services/data-export - Statement parser service
packages/backend/src/services/import-export/statement-parser
Persistence and jobs
- Attachment storage
packages/backend/src/services/attachments/storage.ts - PostgreSQL
packages/backend/config/db/config.ts - Background jobs
packages/backend/src/background-jobs.ts
Other components
- User
- AI agent
- S3-compatible storage
Connections 23
- User → HTTP API: sends requests
- HTTP API → Authentication: mounts auth
- HTTP API → Accounts and currencies: dispatches requests
- HTTP API → Transactions and rules: dispatches requests
- HTTP API → Categories and payees: dispatches requests
- HTTP API → Budgets and reports: dispatches requests
- HTTP API → Bills and subscriptions: dispatches requests
- HTTP API → Loans: dispatches requests
- HTTP API → Investments: dispatches requests
- HTTP API → Bank connections: dispatches requests
- HTTP API → Import parsing: dispatches requests
- HTTP API → Investment import: dispatches requests
- HTTP API → Statement parsing: dispatches requests
- HTTP API → Export and backup: dispatches requests
- HTTP API → MCP access: dispatches requests
- AI agent → MCP access: uses tools
- Investment import → Investment parser: parses CSV
- Investment import → Statement parser service: extracts text
- Investment parser → Import date engine: parses dates
- Statement parsing → Statement parser service: extracts text
- Export and backup → Data export service: exports user data
- Attachment storage → S3-compatible storage: stores objects
- Background jobs → PostgreSQL: uses persisted state