Welcome
MoneyMate Documentation
Everything you need to install, configure, and run your MoneyMate SaaS — for both the admin operator and the end user.
What is MoneyMate?
MoneyMate is a complete, self-hosted personal & business finance SaaS application built on Laravel 13, Inertia.js v3, and React. It ships as a full subscription business in a box: a public marketing site driven by a real drag-and-drop page builder, a Stripe-billed package/subscription system, an AI agent layer (auto-categorization, budget recommendations, spending-optimization insights, debt trend insights, a conversational chat assistant), and a deep personal-finance feature set — budgets, recurring transactions, debt tracking, installment/EMI plans, net worth, savings goals, cash-flow forecasting, tax export, CSV/OFX/QIF import, and more.
Everything in this documentation was captured directly from a live, seeded installation of the application — every screenshot is the real UI, not a mockup.
What's included
Guided installer
A step-by-step web installer checks server requirements, configures the database and environment, and creates your admin account — no manual .env editing required.
Drag-and-drop page builder
Every marketing page (Home, Features, Pricing, Product, About, Contact) is built from reusable content blocks you control from the admin panel — no code changes needed to update copy.
Menu builder
A lightweight, WordPress-style menu manager for the header and footer navigation — assign any page from a searchable dropdown.
Subscription billing
Stripe Checkout & Billing Portal integration, unlimited pricing tiers with a granular feature/limit matrix, coupons, and one-off credit packs.
AI agent layer
Pluggable OpenAI/Anthropic provider configuration, auto-categorization, budget recommendations, spending-optimization insights, debt trend insights, and an in-app chat assistant — all metered by a credit system.
Full personal finance suite
Accounts, budgets, recurring transactions, debts, installments, net worth, savings goals, cash-flow forecasting, tax export, CSV/OFX/QIF import, referrals, and more.
Built-in REST API
A token-authenticated REST API under /api/v1 (Laravel Sanctum), covering 15 resources and 50+ endpoints — incomes, expenses, accounts, budgets, debts, savings goals, recurring transactions, transaction rules, transfers, net worth, and more. See Extending MoneyMate for the full endpoint list.
Multi-currency
Every account, transaction, and report supports its own currency with automatic conversion to a reporting currency.
Multi-language
A full translation management screen in the admin panel, with AI-assisted translation for new languages.
Tech stack
MoneyMate is built entirely on a modern, widely-supported stack — nothing exotic, so it's easy for any Laravel developer to extend:
- Backend: Laravel 13 (PHP 8.3+), Laravel Cashier (Stripe), Laravel Sanctum (API tokens)
- Frontend: Inertia.js v3 + React 18 (no separate API/SPA to maintain — one codebase, server-driven routing)
- UI: Tabler, the open-source MIT-licensed Bootstrap admin dashboard template (admin & app panels), and a fully custom design system for the public marketing site
- Database: MySQL / MariaDB (or any Laravel-supported driver)
- Charts: ApexCharts
- Build tooling: Vite
Server requirements
| Requirement | Minimum |
|---|---|
| PHP | 8.3 or higher, with common extensions (mbstring, openssl, PDO, tokenizer, xml, ctype, json, bcmath, fileinfo) |
| Database | MySQL 8.0+ or MariaDB 10.3+ |
| Composer | 2.x |
| Node.js | 18+ (only required if you intend to rebuild frontend assets) |
| Web server | Nginx or Apache with a document root pointed at /public |
| SSL | Recommended (required for Stripe webhooks and secure cookies in production) |
Stripe (billing), SMTP (transactional email), and OpenAI/Anthropic (AI features) are all optional at install time — the installer lets you skip any of them and configure them later from the admin panel.
Two panels, one codebase
MoneyMate ships two distinct interfaces from a single application:
- Admin Panel — for you, the site owner. Manage the marketing site content, navigation menus, pricing packages, subscribers, coupons, AI provider credentials, system settings, and more. See Admin Panel →
- User Panel — the actual finance application your subscribers use every day: accounts, transactions, budgets, debts, reports, and every personal-finance feature. See User Application →
- Public Site — the marketing/landing site prospective customers see before signing up, entirely editable through the page builder. See Frontend & Marketing Site →
Licensing & support
This item is licensed under the standard CodeCanyon/Envato license you purchased it under. Support covers help using the application as documented and fixing bugs in the delivered code — it does not cover custom development, server administration, or third-party service configuration (Stripe, SMTP providers, AI providers).
Before contacting support, please check the FAQ & Troubleshooting page — most setup questions are answered there.