ezBookkeeping

ezBookkeeping is an open-source, self-hosted personal finance and bookkeeping application designed for privacy and control. It runs in a self-hosted environment (Docker or binaries) and provides AI-powered bookkeeping, multi-currency support, and flexible data import/export. Live Demo is available for evaluation.

Key Features

• Self-hosted, Open Source: privacy and control
• Docker-ready and multi-DB support: SQLite, MySQL, PostgreSQL
• User-friendly UI for mobile and desktop with PWA support and dark mode
• AI-powered features: receipt image recognition and MCP (Model Context Protocol) for AI integration
• Powerful bookkeeping: two-level accounts, attach images, location tracking, recurring transactions, advanced filtering, visualization and analysis
• Localization & globalization: multi-language, multi-currency, automatic exchange rates, multi-timezone, custom formats
• Security: 2FA, login rate limiting, WebAuthn/PIN
• Data Import/Export: CSV, OFX, QFX, QIF, IIF, Camt.053, MT940, GnuCash, Firefly III, Beancount, and more

Use Cases

• Personal budgeting and expense tracking for individuals.
• Self-hosted bookkeeping for freelancers/small businesses with receipts and categorization.
• Data-driven financial insights and reports for households or small teams.

Limitations and Considerations

• No standalone desktop or mobile app; ezBookkeeping is accessed via a web browser (with optional PWA) for mobile/home-screen use.
• It is a self-hosted solution requiring your own server/infrastructure (not a SaaS), with Docker binaries and setup steps described in the installation guide.

Conclusion ezBookkeeping packages open-source, self-hosted personal finance and bookkeeping into a feature-rich web app with AI-assisted capabilities, strong data import/export options, and a mobile-friendly interface. It is designed for privacy, performance, and local control, suitable for individuals and small teams who manage finances on their own hardware.