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📊

Monarch Money Bespoke Reports

A dedicated, high-performance personal finance analytics dashboard built on top of Monarch Money. Delivers interactive spending and cash flow visualizations, instant executive KPIs, monthly spending trend benchmarking, and Year-over-Year (YoY) category breakdowns.

Python FastAPI Apache ECharts Monarch API Analytics PWA
View on GitHub
Status ✅ Live (Self-hosted)
Type Analytics Dashboard
Charts Apache ECharts
Backend Python + FastAPI

✨ Core Features

📊

Interactive Spending Dashboard

Dedicated, mobile-friendly analytics dashboard (/spending) with responsive ECharts visualizations, KPI metrics, and dark theme design.

💰

Executive Cash Flow KPIs

Instant metrics for Total Net Spending, Total Inflow Income, Net Savings, and Savings Rate % across any selected calendar year.

📈

Monthly Spend Trends

Interactive monthly spending breakdown charts with dynamic monthly average benchmarking and seasonal distribution insights.

🍩

Category Groups & Donut Charts

Visual group distribution breakdown with percentage of total spend and Year-over-Year (YoY) percentage comparisons against the previous year.

🔍

Ranked Category Breakdown

Searchable, itemized category table with real-time filtering, subcategory ranking, and detailed spending totals.

⚡

Dynamic Data Freshness & Sync

Real-time synchronization with live Monarch Money data via the API engine, complete with visual freshness indicators.

📸 Spending Report Screenshots

Monarch Money Spending Report Dashboard — Cash Flow KPIs and Monthly Breakdown
🔍 Click to enlarge

Executive Cash Flow & Monthly Breakdown

KPI metrics for Net Spending, Inflow, and Savings Rate % alongside interactive monthly trend charts.

Monarch Money Spending Report Dashboard — Category Donut Charts and Itemized Ranking Table
🔍 Click to enlarge

Category Distribution & Itemized Table

Visual group spend donut charts with YoY percentage comparisons and itemized category breakdown table.

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Enlarged screenshot preview