Feature
Claude Desktop Finance MCP: Connect Your Own Ledger
Connect Claude Desktop or Claude Code to your own Open Net Worth ledger over MCP: the setup steps, what Claude can change, and where approval happens.
8 min read
Category
Feature
Integration guides for Open Net Worth: connecting your banks, brokers, crypto wallets, email and AI apps so every account lands in your own ledger.
8 posts
Feature
Personal Finance Telegram Bot: Chat and Approve by Tap
Connect your own Telegram bot to Open Net Worth: chat with Lucius from your phone, approve changes with a tap and get reports. Setup, approvals and privacy.
8 min read
Feature
Plaid Personal Finance App: Connect Your Own Plaid Keys
Connect Plaid to Open Net Worth with your own keys: what Plaid's plans and approval involve, the setup steps, the 6-hour sync and when SimpleFIN fits.
8 min read
Feature
Connect SimpleFIN to Open Net Worth for US Bank Sync
Link SimpleFIN to Open Net Worth: the $15 a year cost, the one-time Setup Token, the 6-hour Sync SimpleFIN Automation, and when to use Plaid instead.
7 min read
Self-Hosting
Budget App Without Bank Sync: Let Your Bank's Emails Log It
A budget app without bank sync can stay current: Open Net Worth reads your bank's alert emails over IMAP, logs each purchase once and links statements.
8 min read
Comparisons
Leave YNAB With Your Plan: Categories, Assigned and Sync
Migrate from YNAB with your categories, every transaction and monthly Assigned. Save a token, review the plan, import it, then sync one way or both.
12 min read
Self-Hosting
Import Bank Statements Into a Budget App: PDF to CAMT.053
Which bank statement files a budget app can import as is, which need an AI model, the real limits, and what happens when you import the same file twice.
8 min read
AI & Agents
Personal Finance MCP Server: Use Your Ledger from Claude
Connect Claude, ChatGPT, Cursor or VS Code to your self-hosted ledger through Open Net Worth's MCP server, and block the tools you don't want it to touch.
9 min read
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