ezBookkeeping

ezBookkeeping is an open-source, self-hosted web app for personal finance management. It allows users to record daily transactions, track spending patterns through built-in charts, and manage bills via a web interface. The software is deployed as a server application and can be run using Docker, binary executables, or by building from source on Windows, macOS, and Linux.

The application is designed for low resource consumption, making it compatible with low-power hardware such as Raspberry Pi, NAS, and MicroServers. It features a responsive design for both desktop and mobile devices and supports Progressive Web App (PWA) installation, which allows users to add the interface to a mobile home screen for a native-like experience.

Key features

• Two-level accounts and categories for organized bookkeeping
• AI-powered receipt image recognition and MCP support
• Multi-currency support with automatic exchange rate updates
• Data import from GnuCash, Firefly III, Beancount, CSV, and OFX
• Scheduled transactions and location tracking with maps
• Two-factor authentication and OIDC external authentication
• Support for SQLite, MySQL, and PostgreSQL databases
• Dark mode and multi-language localization

The backend is written in Golang and the frontend uses Vue and TypeScript. It includes security measures such as login rate limiting and application locking via PIN or WebAuthn to protect sensitive financial data. For users migrating from other platforms, it supports a wide array of financial data formats including QFX, QIF, IIF, Camt.052, Camt.053, and MT940. The system also allows for custom queries and chart dimensions to help users analyze historical data and identify specific financial trends over time.

This software is positioned as a privacy-focused tool for individuals who prefer to host their financial data on their own hardware rather than relying on third-party cloud services.