securo

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

24 articles 2.5k View on GitHub ↗
24 articles
How Securo's Rule Engine Works for Auto‑Categorization: A Complete Technical Guide

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

deep-dive
Aug 28, 2026
What Business Logic Is Implemented in Securo's Services Layer: A Complete Technical Breakdown

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.

deep-dive
Aug 28, 2026
How Securo Handles Split Transactions in Its Database Model

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

database-model
Aug 28, 2026
How Transactions Relate to Accounts in Securo's Database: Foreign-Key Relationships Explained

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

internals
Aug 28, 2026
How Securo Implements Multi-Workspace Support: A Deep Dive into the React Architecture

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

deep-dive
Aug 28, 2026
Securo Database Models: Complete Guide to the Core SQLAlchemy ORM Architecture

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

architecture
Aug 28, 2026
Pydantic Schemas Used in Securo API for Validation: Complete Reference Guide

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.

api-reference
Aug 28, 2026
How Securo Handles Data Import and Export via API: A Complete Technical Guide

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.

how-to-guide
Aug 28, 2026
Securo API Endpoints for Reporting: A Complete Guide to Financial Data Access

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.

api-reference
Aug 28, 2026
How Securo Manages Bank Connections via API: A Complete Technical Guide

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.

deep-dive
Aug 28, 2026
How Securo Handles Budget Tracking Through Its API: A Complete CRUD Guide

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.

api-reference
Aug 28, 2026
What Is the Purpose of the Rules Engine API in Securo?

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

api-reference
Aug 28, 2026

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