# securo | securo-finance | Knowledge Base | Instagit

Open-source personal finance manager. Self-hosted, privacy-first.

GitHub Stars: 2.5k

Repository: https://github.com/securo-finance/securo

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## Articles

### [How Securo's Rule Engine Works for Auto‑Categorization: A Complete Technical Guide](/securo-finance/securo/securo-rule-engine-auto-categorization)

Discover how Securo's rule engine auto-categorizes transactions. Learn about its Python evaluator, rule definition, condition matching, and action execution.

- Tags: deep-dive
- Published: 2026-08-28

### [What Business Logic Is Implemented in Securo's Services Layer: A Complete Technical Breakdown](/securo-finance/securo/securo-business-logic-services)

Explore Securo's services layer business logic. Learn how pure Python classes handle transaction processing, account sync, budget management, and more in this technical breakdown.

- Tags: deep-dive
- Published: 2026-08-28

### [How Securo Handles Split Transactions in Its Database Model](/securo-finance/securo/securo-database-split-transactions)

Discover how Securo manages split transactions with a normalized database model. Learn about parent-child tables and atomic updates for data integrity.

- Tags: database-model
- Published: 2026-08-28

### [How Transactions Relate to Accounts in Securo's Database: Foreign-Key Relationships Explained](/securo-finance/securo/securo-database-transaction-account-relationship)

Understand how Securo's database links transactions to accounts using foreign-key fields for referential integrity across frontend, schemas, and models.

- Tags: internals
- Published: 2026-08-28

### [How Securo Implements Multi-Workspace Support: A Deep Dive into the React Architecture](/securo-finance/securo/securo-multi-workspace-implementation)

Discover how Securo implements multi-workspace support using React context. Learn about centralized state, localStorage persistence, and scoped API requests and data.

- Tags: deep-dive
- Published: 2026-08-28

### [Securo Database Models: Complete Guide to the Core SQLAlchemy ORM Architecture](/securo-finance/securo/securo-sqlalchemy-database-models)

Explore Securo's core SQLAlchemy database models. Discover how 25+ models manage users, workspaces, financial entities, and automation for your application.

- Tags: architecture
- Published: 2026-08-28

### [Pydantic Schemas Used in Securo API for Validation: Complete Reference Guide](/securo-finance/securo/securo-api-pydantic-schemas)

Explore over 20 Pydantic schemas in the Securo API for robust validation and serialization. Learn how Securo uses Pydantic for user management, transactions, and financial data.

- Tags: api-reference
- Published: 2026-08-28

### [How Securo Handles Data Import and Export via API: A Complete Technical Guide](/securo-finance/securo/securo-api-data-import-export)

Learn how Securo handles data import and export via API with its three-step workflow. Ensure safe, auditable bulk data operations using dedicated endpoints for transactions and assets.

- Tags: how-to-guide
- Published: 2026-08-28

### [Securo API Endpoints for Reporting: A Complete Guide to Financial Data Access](/securo-finance/securo/securo-api-reporting-endpoints)

Access financial data with Securo API reporting endpoints. Explore net worth, income-expense, and cash flow reports. Customize time windows and filters for insightful analysis.

- Tags: api-reference
- Published: 2026-08-28

### [How Securo Manages Bank Connections via API: A Complete Technical Guide](/securo-finance/securo/securo-api-bank-connection-management)

Learn how Securo manages bank connections via API using OAuth 2.0 and FastAPI for secure token generation and data synchronization with open finance providers. Get the technical guide.

- Tags: deep-dive
- Published: 2026-08-28

### [How Securo Handles Budget Tracking Through Its API: A Complete CRUD Guide](/securo-finance/securo/securo-api-budget-tracking)

Learn how Securo handles budget tracking via its API with this CRUD guide. Explore budget management, month-over-month comparisons, and cache invalidation for synchronized data.

- Tags: api-reference
- Published: 2026-08-28

### [What Is the Purpose of the Rules Engine API in Securo?](/securo-finance/securo/securo-api-rules-engine)

Discover how Securo's rules engine API automates financial transaction categorization with CRUD, preview, and bulk operations. Define and manage rules effortlessly.

- Tags: api-reference
- Published: 2026-08-28

### [How Categories and Category Groups Are Managed in the Securo API: A Complete Implementation Guide](/securo-finance/securo/securo-api-category-management)

Learn how Securo API manages categories and category groups. Explore its layered architecture, access controls, and system protections in this complete implementation guide.

- Tags: how-to-guide
- Published: 2026-08-28

### [How Securo Handles Transaction Management via Its API: A Complete Technical Guide](/securo-finance/securo/securo-api-transaction-management)

Discover how Securo handles transaction management via its API. Explore CRUD operations, bulk actions, and more with this technical guide to the Securo API.

- Tags: deep-dive
- Published: 2026-08-28

### [How API Endpoints Are Organized in Securo: A FastAPI Router Architecture Guide](/securo-finance/securo/securo-api-endpoint-organization)

Discover how Securo organizes API endpoints using FastAPI's APIRouter pattern. Learn about domain-specific modules and central registration for a clean architecture. Read the guide now!

- Tags: architecture
- Published: 2026-08-28

### [What Styling Solution Is Used in Securo Frontend?](/securo-finance/securo/securo-frontend-styling)

Discover the styling solution powering Securo frontend. Learn how Tailwind CSS, shadcn UI, and a custom cn helper function create a sleek, efficient user interface.

- Tags: deep-dive
- Published: 2026-08-28

### [What Build Tool Is Used for Securo Frontend Development (And How It Works)](/securo-finance/securo/securo-frontend-build-tool)

Securo uses Vite as its frontend build tool for efficient development. Learn how Vite and npm scripts streamline your Securo project builds and previews.

- Tags: deep-dive
- Published: 2026-08-28

### [How the Securo Frontend Is Structured: A Complete Architecture Guide](/securo-finance/securo/securo-frontend-directory-structure)

Discover the Securo frontend architecture. Learn how Vite React TypeScript organizes UI components, domain logic, and routing for a clean, efficient codebase.

- Tags: architecture
- Published: 2026-08-28

### [What Frontend Framework Does Securo Use? React 19 + Vite Explained](/securo-finance/securo/securo-frontend-framework)

Discover Securo's frontend framework: React 19 powered by Vite. Learn how this combination optimizes performance and development speed for the Securo platform.

- Tags: deep-dive
- Published: 2026-08-28

### [What Database Does Securo Use? PostgreSQL Explained with Code Examples](/securo-finance/securo/securo-database-choice)

Discover Securo's database choice: PostgreSQL. Learn how Securo integrates PostgreSQL asynchronously using asyncpg and SQLAlchemy with code examples.

- Tags: how-to-guide
- Published: 2026-08-28

### [What Is the Role of Celery and Redis in Securo? Architecture and Implementation Guide](/securo-finance/securo/securo-celery-redis-role)

Discover how Celery and Redis power Securo's distributed task queue for scalable, asynchronous processing. Learn their roles in background job execution, message brokering, and result storage.

- Tags: architecture
- Published: 2026-08-28

### [How Securo Handles Database ORM and Migrations: SQLAlchemy + Alembic Architecture Explained](/securo-finance/securo/securo-database-orm-migrations)

Learn how Securo manages database ORM and migrations with SQLAlchemy and Alembic integrated into FastAPI. Explore the architecture for efficient data handling.

- Tags: architecture
- Published: 2026-08-28

### [What Technologies Are Used in the Securo Backend API? A Complete Tech Stack Breakdown](/securo-finance/securo/securo-backend-technology-stack)

Discover the technologies powering the Securo backend API. Explore the tech stack including Python FastAPI SQLAlchemy Celery and Pydantic for robust development.

- Tags: tech-stack-breakdown
- Published: 2026-08-28

### [How the Securo Backend API Is Structured: FastAPI Architecture Deep Dive](/securo-finance/securo/securo-backend-api-structure)

Explore the Securo backend API structure. Learn how FastAPI architecture separates routing, business logic, data models, and integrations into a clean modular layout.

- Tags: architecture
- Published: 2026-08-28