mayswind/ezbookkeeping
Ezbookkeeping
ezbookkeeping is a self-hosted personal finance manager designed for tracking income and expenses. It functions as a multi-currency bookkeeping tool that manages account balances and total wealth through a private application.
The system distinguishes itself by integrating a language model transaction processor to extract data from receipt images and automate financial entry. It also provides a REST-based finance API and a corresponding command-line client, enabling programmatic finance automation and the integration of records with external scripts.
The platform includes a financial data analysis dashboard for generating spending trend charts and proportion graphs. It covers comprehensive data management through custom categories and tags, multi-currency asset management with automated exchange rate synchronization, and secure access control featuring multi-factor authentication.
Data can be persisted to local directories or remote cloud storage, and the user interface supports localization through dedicated translation files and regional formatting configurations.
Features
- Personal Finance Management - Provides a comprehensive application for tracking income, expenses, and overall financial health.
- Self-Hosted Deployments - Provides a private, self-hosted application for tracking income and expenses with full data ownership and privacy.
- Data Processing - Integrates large language models to analyze and transform raw transaction data into structured financial entries.
- Currency Exchange - Synchronizes currency conversion rates from central banks to normalize balances across different currencies.
- Multi-Currency Ledger Management - Supports tracking balances across different currencies with automated exchange rate synchronization.
- Financial Account Management - Ships a management system to organize financial accounts with specific currencies and balances to track total wealth.
- Receipt Capture and Digitization - Uses language models to parse and extract transaction metadata from uploaded receipt images.
- Receipt Digitization Tools - Provides AI-powered scanning to extract merchant, amount, and date from receipt images for digital records.
- Spending Analysis - Generates visual charts and filtered reports to identify spending patterns and analyze budget trends.
- Receipt Image Extraction - Uses AI and image recognition to automatically extract transaction details from receipts to eliminate manual typing.
- Transaction Recording - Provides a bookkeeping system for tracking daily income and expenses using templates and scheduled entries.
- Receipt-to-Transaction Conversion - Integrates a language model to convert receipt images into ledger transactions.
- Spending Visualizations - Generates spending trend charts and proportion graphs based on filtered transaction data.
- Security and Access Control - Implements a security suite featuring multi-factor authentication and application locks to protect private financial records.
- Personal Spending Trend Analyzers - Analyzes personal spending patterns over time using trend charts and proportion graphs.
- Statistical Distribution Analysis - Provides a query engine that combines multiple filters to generate multi-dimensional financial statistical charts.
- Currency Exchange APIs - Offers a JSON interface for retrieving the most recent currency conversion rates relative to a base currency.
- Rate Synchronizers - Implements a mechanism to automatically update currency exchange rates from central bank data or manual input.
- Transaction Filters - Enables querying and filtering of financial transactions using pagination and cursor-based navigation via API.
- Transaction Tag Filters - Implements a tagging system to assign custom labels to transactions for grouped data analysis and filtered reporting.
- Financial Dashboards - Includes a visual dashboard for generating spending trend charts and proportion graphs from filtered records.
- Financial Transaction APIs - Ships an API endpoint for recording new financial entries with specified amounts, accounts, and categories.
- Financial Workflow Automations - Provides a programmatic HTTP interface for automating financial transactions and bookkeeping functions via external scripts.
- Programmatic Task Automation - Exposes an HTTP API and CLI for integrating financial records with external scripts and automated workflows.
- Transaction Categories - Provides a system for creating custom labels, nested folders, and colors to organize income and expenses.
- Financial Transaction Importers - Includes an ingestion engine that imports financial transactions from bank exports and spreadsheet formats.
- API Command Line Clients - Provides a command line interface to execute server endpoints via shell scripts for bookkeeping automation.
- REST API Interfaces - Exposes system functionality via a RESTful HTTP interface for programmatic access and automation.
- Access Token Management - Provides tools for managing and revoking API session tokens to secure programmatic access to financial data.
- Session Token Management - Secures API endpoints and user sessions through the generation and revocation of unique access tokens.
- Financial Entry Logging - Provides a capability for recording financial entries including image attachments and location data.
- Personal Finance - Lightweight personal finance app with bookkeeping features.
Star history
How this analysis was created: This summary and feature list are AI-generated from collected project material and can contain mistakes. Stars, license and language are imported from GitHub. Inclusion does not mean that we have tested or audited this project. Check the source documentation for any feature you depend on. Learn more on our About page.
