Skip to content

Commit 2b376db

Browse files
wesmclaude
andauthored
Support using multiple accounts with moneyflow (#33)
An account selector is shown on login now, and each backend connection is stored in a separate profile so you can have multiple Monarch or YNAB accounts, for example. If you have imported Amazon transactions, it is shown in the account selector (but `moneyflow amazon` also works). If we want to support multiple Amazon databases, that will have to be another PR. The user's existing Amazon database or Monarch/YNAB credentials will be automatically migrated to the new profile system ![account-selector](https://github.com/user-attachments/assets/a53417fc-6b49-47cb-8d59-14e243f9fd1b) --------- Co-authored-by: Claude <noreply@anthropic.com>
1 parent 6ecce3c commit 2b376db

17 files changed

+2785
-65
lines changed

docs/getting-started/quickstart.md

Lines changed: 5 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -187,6 +187,11 @@ You're in! Here's what to try:
187187
- [Editing Transactions](../guide/editing.md) - Master bulk operations
188188
- [Monarch Money Guide](../guide/monarch.md) - Detailed Monarch-specific documentation
189189
- [YNAB Guide](../guide/ynab.md) - Detailed YNAB-specific documentation
190+
- [Amazon Mode](../guide/amazon-mode.md) - Analyze Amazon purchase history
191+
192+
!!! info "Multiple Accounts"
193+
moneyflow supports multiple accounts! You can add Monarch, YNAB, and Amazon accounts and switch between them
194+
from the account selector on startup.
190195

191196
---
192197

docs/guide/amazon-mode.md

Lines changed: 31 additions & 5 deletions
Original file line numberDiff line numberDiff line change
@@ -67,12 +67,26 @@ This shows:
6767

6868
### 4. Launch the UI
6969

70+
You can access Amazon mode in two ways:
71+
72+
#### Option 1: Account Selector (Recommended)
73+
74+
```bash
75+
# Launch moneyflow normally
76+
moneyflow
77+
```
78+
79+
After importing, Amazon will appear in the account selector alongside your other accounts (Monarch Money, YNAB,
80+
etc.). Select it with arrow keys or click.
81+
82+
#### Option 2: Direct CLI Command
83+
7084
```bash
71-
# Open the terminal UI
85+
# Open Amazon mode directly
7286
moneyflow amazon
7387
```
7488

75-
Uses the same keyboard-driven interface and features.
89+
Both methods use the same keyboard-driven interface and features.
7690

7791
## CSV Format
7892

@@ -133,9 +147,21 @@ Amazon mode supports incremental imports, preserving any manual edits you've mad
133147
4. Only new orders are added - your edits are preserved
134148
5. Use `--force` flag to re-import and overwrite existing transactions if needed
135149

136-
### Custom Database Location
150+
### Database Location
151+
152+
**Default Location**:
153+
154+
Amazon data is stored in your profile directory:
155+
156+
```text
157+
~/.moneyflow/profiles/amazon/amazon.db
158+
```
159+
160+
This integrates Amazon with your other accounts and allows selection from the account picker.
161+
162+
**Custom Database Location**:
137163

138-
By default, data is stored in `~/.moneyflow/amazon.db`. You can use a custom location:
164+
You can use a custom location with the `--db-path` flag:
139165

140166
```bash
141167
# Use custom database
@@ -192,7 +218,7 @@ moneyflow amazon import ~/Downloads/"Your Orders"
192218

193219
- This is expected if you're re-importing the same data
194220
- Use `--force` flag to re-import: `moneyflow amazon import --force ~/Downloads/"Your Orders"`
195-
- Or delete the database and start fresh: `rm ~/.moneyflow/amazon.db`
221+
- Or delete the database and start fresh: `rm ~/.moneyflow/profiles/amazon/amazon.db`
196222

197223
### Missing ASIN for some items
198224

docs/index.md

Lines changed: 5 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -78,6 +78,11 @@ Local credential storage with AES-128 encryption. Your finance credentials stay
7878
See exactly what changes you're making before saving. All edits are queued and reviewed together.
7979
</div>
8080

81+
<div class="feature-card" markdown>
82+
### Multi-Account Support
83+
Manage multiple accounts (Monarch, YNAB, Amazon) and switch between them seamlessly from the account selector.
84+
</div>
85+
8186
</div>
8287

8388
---

docs/reference/changelog.md

Lines changed: 11 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -1,5 +1,16 @@
11
# Changelog
22

3+
## v0.7.0 - November 2025
4+
5+
**New:**
6+
7+
- **Multi-account support** - Manage multiple Monarch, YNAB, and Amazon accounts from a single interface
8+
- **Account selector** - Choose accounts on startup with keyboard navigation (↑/↓, Enter)
9+
- Keyboard navigation for backend selection screens
10+
- Amazon mode integrates with account selector (appears alongside Monarch/YNAB)
11+
12+
---
13+
314
## v0.6.0 - October 2025
415

516
**New:**

0 commit comments

Comments
 (0)