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Step 1Open the server Apps tab
Select the tutorial-vps VPS, open the Apps tab, and start a new app deployment. Keep sensitive server details hidden before capturing or sharing screenshots.
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Budget Board
Application512MB+ RAM
Personal budgeting dashboard with transactions, accounts, and goal tracking
applicationinvoicingbudgetboardopen-sourceself-hosteddocker
Deploy Budget Board in 3 Steps
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Connect Your VPS
Add your server credentials to Server Compass
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Select Budget Board
Choose from our template library
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Deploy & Configure
Fill in settings and click Deploy
No Docker knowledge required
Step-by-step deployment guide
Deploy Budget Board on a VPS with Server Compass
Use the Budget Board template in Server Compass to deploy a self-hosted personal budgeting dashboard on your VPS, then verify the web UI.
About 10 minutesBrowser verified
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Step 2Choose an app template
Click New App and choose the template deployment path so Server Compass can load the built-in catalog.
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Step 3Search for Budget Board
Use the template picker search to find Budget Board in the Server Compass template catalog.
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Step 4Select the Budget Board template
Choose the Budget Board template. Server Compass fills the client service, API service, PostgreSQL database, generated database credentials, persistent volume, and public web port.
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Step 5Review the Budget Board settings
Confirm the app name and compose service. In this run, the app was named budget-board-demo and used host port 4222.
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Step 6Deploy Budget Board
Review the generated compose settings, confirm the Budget Board web port is available, and click Deploy.
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Step 7Watch the deployment progress
Keep the deployment modal open while Server Compass uploads the compose file, pulls the Budget Board image, starts the container, and verifies the stack.
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Step 8Confirm Budget Board is running
After deployment finishes, return to the Apps tab and confirm the Budget Board app is marked Running with its application URL available.
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Step 9Open Budget Board in the browser
Open the application URL in a browser. The Budget Board login or dashboard screen confirms the personal finance web UI is reachable.
After Budget Board Opens
- Place Budget Board behind HTTPS before entering personal finance data.
- Create the first admin account intentionally and restrict registration after setup.
- Update EXTERNAL_URL to the real public URL before using embeds, OAuth callbacks, or production bots.
- Protect LLM/API provider keys used by bots and rotate test keys before production.
- Back up the PostgreSQL data volume because it stores accounts, transactions, budgets, and settings.
- Review conversation logs for PII handling before inviting real users.
- Keep the Budget Board image updated for dependency and security fixes.
Verified Result
The Budget Board web interface loaded successfully from the deployed container.
Budget Board deployment questions
What does the Budget Board template deploy?
It deploys the Budget Board web client, API server, and PostgreSQL database with a persistent database volume.
Which port did the tutorial use?
The tutorial used host port 4222, which maps to the Budget Board web UI on container port 6253.
Does Budget Board need setup after deployment?
Yes. Create the first admin account, configure the public URL, then add bot integrations and provider keys.
Should this become a blog post?
No. The deployment guide should live on the Budget Board template detail page and be linked from the reusable template deployment docs page.
After Deployment
After deploying Budget Board with Server Compass, complete these steps to finish setup
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Open the URL and register your account
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Disable public registration from admin settings
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Create your accounts (checking, savings, credit, etc.)
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Add transactions or import a CSV
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Configure budget categories and goals
Need help? Check out our documentation for detailed guides.
Budget Board FAQ
Common questions about self-hosting Budget Board
How do I deploy Budget Board with Server Compass?
Simply download Server Compass, connect to your VPS, and select Budget Board from the templates list. Fill in the required configuration and click Deploy. The entire process takes under 3 minutes.
What are the system requirements for Budget Board?
Budget Board requires a minimum of 512MB RAM. We recommend a VPS with at least 1024MB RAM for optimal performance. Any modern Linux server with Docker support will work.
Can I migrate my existing Budget Board data?
Yes! Server Compass provides volume mapping that allows you to import existing data. You can also use standard Budget Board backup and restore procedures.
How do I update Budget Board to the latest version?
Server Compass makes updates easy. Simply click the Update button in your deployment dashboard, and the latest Budget Board image will be pulled and deployed with zero downtime.
Is Budget Board free to self-host?
Budget Board is open-source software. You only pay for your VPS hosting (typically $5-20/month) and optionally Server Compass ($29 one-time). No subscription fees or per-seat pricing.
Ready to Self-Host Budget Board?
Download Server Compass and deploy Budget Board to your VPS in under 3 minutes. No Docker expertise required.
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