ezBookkeeping
A lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features.
What is it?
What it is
ezBookkeeping is a lightweight, self-hosted personal finance and bookkeeping application.
Why it exists
It exists to give users a private, controllable way to record transactions, import financial data, and analyze spending patterns without relying on third‑party services.
Who should use it
Individuals seeking a private, self-hosted personal finance tracker; privacy-conscious users; homelab enthusiasts; small freelancers or small businesses needing simple bookkeeping; users who want mobile/desktop access with PWA support.
Who should avoid it
Users requiring enterprise-grade accounting, multi-user collaboration, complex tax reporting, or those who prefer fully managed SaaS solutions; those uncomfortable with self-hosting, Docker, or managing backups.
How it works
A quick walkthrough in plain English
How ezbookkeeping works
Step 1 of 3
You interact with it
Open ezbookkeeping, send a request, or connect it to your stack.
Features
Advantages
- Provides full control over personal finance data with self‑hosting
- Requires minimal resources, suitable for Raspberry Pi and NAS
- Fast deployment with a single Docker command
- Supports multiple database backends (SQLite, MySQL, PostgreSQL)
- Offers a native‑like mobile experience via PWA
- Extensible AI features for automated data entry
- Rich bookkeeping capabilities (accounts, categories, scheduled entries)
- Comprehensive data import/export options
- Built‑in security features (2FA, OIDC, rate limiting)
- Open source community support and frequent updates
Disadvantages
- Limited to personal finance; lacks advanced corporate accounting features
- No dedicated native mobile app (only PWA)
- Requires Docker or manual binary setup for some users
- Relies on external services for exchange rates, may need configuration
- AI features may need additional setup or API keys
- Complexity may be high for non‑technical users
Installation
docker
$ docker run -p8080:8080 mayswind/ezbookkeeping
native
Linux / macOS: $ ./ezbookkeeping server run Windows: > .\ezbookkeeping.exe server run
FAQ
How do I install ezBookkeeping?
You can install ezBookkeeping using Docker with a single command (`docker run -p8080:8080 mayswind/ezbookkeeping`) or download the binary from the releases page and run it locally.
What databases does ezBookkeeping support?
ezBookkeeping supports SQLite, MySQL, and PostgreSQL for data storage.
How does the AI-powered receipt recognition work?
It uses MCP (Model Context Protocol) support, Agent Skill tools, and API command-line scripts to analyze receipt images and extract transaction data.
Does ezBookkeeping support multiple currencies?
Yes, it offers multi-currency support with automatic exchange rate updates from multiple sources.
What security features are available?
Security features include two-factor authentication (2FA), OIDC external authentication, login rate limiting, and an application lock (PIN code or WebAuthn).
How can I import financial data from other tools?
ezBookkeeping supports importing data via CSV, OFX, QFX, QIF, IIF, Camt.052, Camt.053, MT940, GnuCash, and Firefly III formats.
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