Configure your instance

All configuration lives in the .env file next to docker-compose.yml, commented section by section. After editing it, apply the changes with:

docker compose up -d

Email

Set an SMTP server:

SMTP_HOST=smtp.example.com
SMTP_PORT=587
SMTP_USER=...
SMTP_PASSWORD=...
EMAIL_FROM=money@example.com

Or set RESEND_API_KEY to use Resend instead. To test without a real provider, start the bundled Mailpit with docker compose --profile mail up -d, set SMTP_HOST=mailpit and SMTP_PORT=1025, and read the mail at http://localhost:8025.

File storage

CSV imports and receipt copies need S3-compatible storage. To use the bundled MinIO, start it with docker compose --profile storage up -d and set:

AWS_ACCESS_KEY_ID=choose-a-user
AWS_SECRET_ACCESS_KEY=choose-a-long-password
S3_ENDPOINT=http://minio:9000
S3_PUBLIC_ENDPOINT=http://localhost:9000
S3_BUCKET=wondermoney

S3_PUBLIC_ENDPOINT is the address browsers use to reach the storage. Any S3-compatible service works too, such as Cloudflare R2, Backblaze B2 or AWS S3.

AI features

Receipt scanning, CSV column mapping, transaction categorisation, the monthly story and the assistant work with any OpenAI-compatible endpoint: OpenAI, OpenRouter, or a model running locally with Ollama, LM Studio or vLLM.

AI_BASE_URL=http://host.docker.internal:11434/v1
AI_MODEL=llama3.1

Set AI_API_KEY when the endpoint needs one. To use a different model for one feature, set AI_MODEL_<FEATURE>; for example, receipt scanning needs a model that reads images, set with AI_MODEL_OCR.

Market data

Set EODHD_API_KEY to turn on ticker search, live prices and the Financial Markets module.

Bank sync

Bank sync needs no server configuration. Each person adds their own Enable Banking application key under Settings, so bank credentials are never shared between users.

Your instance