Home server app

For servers run from an app panel such as Portainer, CasaOS, Dockge, Synology, Unraid or TrueNAS. Add Delta as an app, then finish setup in the browser.

Prefer a terminal? See Terminal install.

You need

• A machine running Docker (64-bit Intel/AMD or ARM, e.g. a Raspberry Pi 4/5) with an app panel.
• Plaid keys: your client_id and Sandbox secret from Developers → Keys. Free for personal use (details).
• A private network. Anyone who can open Delta sees your finances unless you set a password. Use your home network or Tailscale, never port forwarding. Security model.

1. Add Delta to your panel

Every panel uses the same file: home-server/compose.yaml. Copy it.

Panel	Steps
Portainer	Stacks → Add stack, name delta. Choose Repository with URL https://github.com/zeapsu/Delta and path home-server/compose.yaml (easiest updates), or Web editor and paste. Deploy the stack.
CasaOS	App Store → Custom Install (+) → Import, paste, Submit, Install.
Dockge	+ Compose, name delta, paste, Deploy.
Synology	Container Manager: Project → Create, name delta, Create docker-compose.yml, paste, Next, Done.
Unraid	Install Docker Compose Manager. Docker → Compose → Add New Stack, name delta, Edit Stack → Compose File, paste, Compose Up.
TrueNAS (24.10+)	Apps → Discover Apps → ⋮ → Install via YAML, name delta, paste, Save.

Coolify, Komodo and other compose-based panels work the same way. Or from a terminal:

curl -fsSLO https://raw.githubusercontent.com/zeapsu/Delta/main/home-server/compose.yaml
docker compose -f compose.yaml up -d

2. Finish in the browser

Open http://<server address>:3000, for example http://192.168.1.20:3000. A checklist walks you through:

1. Plaid keys: Set up → Sandbox → paste → Save. Delta checks them with Plaid first.
2. Bank: Connect account. Sandbox login: user_good / pass_good.
3. History: Plaid takes a few minutes to send it. Delta keeps checking.
4. Agent watch level: pick Relaxed, Balanced or Watchful.

After that Delta syncs every 6 hours and backs up daily.

Going live: get production access, then reinstall fresh (remove the stack and its volume) and choose Production. Sandbox and production data don't mix, so the environment is locked once a bank is linked.

Keys are stored in Delta's database on your server and never shown again. Settings → Plaid → Replace swaps them.

Optional settings

Set these in your panel's environment section.

Variable	Default	Purpose
DELTA_PORT	3000	Published port
DELTA_URL		Address agents use, e.g. http://192.168.1.20:3000
DELTA_ALLOWED_NETWORKS	private ranges + Tailscale	Who may use the API. Narrow to e.g. 192.168.1.0/24
DELTA_ALLOWED_HOSTS		Only behind your own domain: the name, e.g. money.example.com (why)
DELTA_TAG	latest	Image version

Update

An Update pill appears in Delta's header when there's a new version. Pull the new image and recreate the stack:

• Portainer: Pull and redeploy (Repository stacks), or Editor → Update the stack with Re-pull image on.
• Dockge: Update.
• Others: the app's update or "pull and recreate" action.

Data lives in the delta-data volume and survives updates. Delta keeps 7 daily backups in /data/backups.

Connect an agent

Set DELTA_URL first, then open Settings → Agents in Delta, create a token and paste the config it shows into your agent. More in Connect an agent.

Uninstall

Plaid bills per connected bank until it's removed, so disconnect first. In the delta container's console:

npm run unlink -- --yes

Then remove the stack, and delete the delta-data volume to erase your data. Details: Uninstall Delta.

Troubleshooting

• Page won't open: check the containers are running and the port is 3000 (or your DELTA_PORT).
• "Could not start Plaid Link": your device's network isn't in DELTA_ALLOWED_NETWORKS.
• "Delta doesn't know the address": you opened it under a public domain name. Add the name to DELTA_ALLOWED_HOSTS, or use the IP address.
• Keys rejected: copy them again, and check the secret matches the environment you picked.
• More in Troubleshooting.