A private household ledger
One place to keep track of what we own, what we owe, and where the money is going.
Barmesi pulls accounts from a few aggregators (Plaid for Canadian banks, Teller for US banks, SnapTrade for brokerages) into one household-level view. Cross-border by design — most of the people who’d use this have accounts on both sides of the line.
It’s a tool, not a product. No marketing pitch, no upsells, no free tier vs paid tier. The backend is real (Postgres, multi-tenant, webhook-ready); the UI is local-first.
What’s in it
- AccountsBank, credit, brokerage, retirement — household members tagged.
- InvestmentsHoldings, dividend yield, ex-dividend dates, sector and region allocation, concentration risk.
- CashSweep cash and cash-equivalents (HISA, money-market funds) split per currency.
- Net worthDaily snapshots in CAD with USD toggle. Liquid vs. locked retirement, assets vs. liabilities.
- TransactionsCategorization rules that learn — recategorize one and the rest follow.
- ActivityBuys, sells, dividends, contributions pulled from each brokerage with two years of history.
Built with
Next.js · Postgres · Plaid · Teller · SnapTrade · Yahoo Finance
Updated
May 25, 2026
Status
Private alpha. Two households.