# mayswind/ezbookkeeping

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_How this analysis was created: the description and tags below were written by an AI model that read this project's README and public documentation pages; stars, license and language come straight from the GitHub API. The model does not read the source code._

5,103 stars · 573 forks · Go · MIT

## Links

- GitHub: https://github.com/mayswind/ezbookkeeping
- Homepage: https://ezbookkeeping.mayswind.net
- awesome-repositories: https://awesome-repositories.com/repository/mayswind-ezbookkeeping.md

## Topics

`accounting` `app` `bookkeeping` `docker` `expense-manager` `expense-tracker` `expenses` `finance` `finance-management` `finances` `financial` `golang` `homelab` `mobile` `money` `money-manager` `personal-finance` `self-hosted` `typescript` `vue`

## Description

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.

## Tags

### Business & Productivity Software

- [Personal Finance Management](https://awesome-repositories.com/f/business-productivity-software/personal-finance-management.md) — Provides a comprehensive application for tracking income, expenses, and overall financial health.
- [Self-Hosted Deployments](https://awesome-repositories.com/f/business-productivity-software/personal-finance-management/self-hosted-deployments.md) — Provides a private, self-hosted application for tracking income and expenses with full data ownership and privacy.
- [Currency Exchange](https://awesome-repositories.com/f/business-productivity-software/currency-exchange.md) — Synchronizes currency conversion rates from central banks to normalize balances across different currencies.
- [Multi-Currency Ledger Management](https://awesome-repositories.com/f/business-productivity-software/currency-management/multi-currency-ledger-management.md) — Supports tracking balances across different currencies with automated exchange rate synchronization.
- [Financial Account Management](https://awesome-repositories.com/f/business-productivity-software/financial-account-management.md) — Ships a management system to organize financial accounts with specific currencies and balances to track total wealth. ([source](https://ezbookkeeping.mayswind.net/httpapi/account_api))
- [Receipt Capture and Digitization](https://awesome-repositories.com/f/business-productivity-software/payment-receipts/receipt-capture-and-digitization.md) — Uses language models to parse and extract transaction metadata from uploaded receipt images.
- [Receipt Digitization Tools](https://awesome-repositories.com/f/business-productivity-software/receipt-digitization-tools.md) — Provides AI-powered scanning to extract merchant, amount, and date from receipt images for digital records. ([source](https://cdn.jsdelivr.net/gh/mayswind/ezbookkeeping@main/README.md))
- [Spending Analysis](https://awesome-repositories.com/f/business-productivity-software/spending-analysis.md) — Generates visual charts and filtered reports to identify spending patterns and analyze budget trends.
- [Receipt Image Extraction](https://awesome-repositories.com/f/business-productivity-software/transaction-automation/automated-entry-ingestion/receipt-image-extraction.md) — Uses AI and image recognition to automatically extract transaction details from receipts to eliminate manual typing.
- [Transaction Recording](https://awesome-repositories.com/f/business-productivity-software/transaction-recording.md) — Provides a bookkeeping system for tracking daily income and expenses using templates and scheduled entries. ([source](https://ezbookkeeping.mayswind.net/features/))
- [Rate Synchronizers](https://awesome-repositories.com/f/business-productivity-software/currency-conversion-services/exchange-rate-datasets/rate-synchronizers.md) — Implements a mechanism to automatically update currency exchange rates from central bank data or manual input. ([source](https://ezbookkeeping.mayswind.net/features/))
- [Transaction Filters](https://awesome-repositories.com/f/business-productivity-software/financial-account-management/transaction-auditing/transaction-filters.md) — Enables querying and filtering of financial transactions using pagination and cursor-based navigation via API. ([source](https://ezbookkeeping.mayswind.net/httpapi/transaction_api))
- [Transaction Tag Filters](https://awesome-repositories.com/f/business-productivity-software/financial-account-management/transaction-auditing/transaction-filters/transaction-tag-filters.md) — Implements a tagging system to assign custom labels to transactions for grouped data analysis and filtered reporting. ([source](https://ezbookkeeping.mayswind.net/httpapi/transaction_tag_api))
- [Financial Dashboards](https://awesome-repositories.com/f/business-productivity-software/financial-dashboards.md) — Includes a visual dashboard for generating spending trend charts and proportion graphs from filtered records.
- [Financial Transaction APIs](https://awesome-repositories.com/f/business-productivity-software/financial-transaction-apis.md) — Ships an API endpoint for recording new financial entries with specified amounts, accounts, and categories. ([source](https://ezbookkeeping.mayswind.net/httpapi/transaction_api))
- [Financial Workflow Automations](https://awesome-repositories.com/f/business-productivity-software/financial-workflow-automations.md) — Provides a programmatic HTTP interface for automating financial transactions and bookkeeping functions via external scripts. ([source](https://ezbookkeeping.mayswind.net/httpapi/))
- [Programmatic Task Automation](https://awesome-repositories.com/f/business-productivity-software/programmatic-task-automation.md) — Exposes an HTTP API and CLI for integrating financial records with external scripts and automated workflows.
- [Transaction Categories](https://awesome-repositories.com/f/business-productivity-software/transaction-categories.md) — Provides a system for creating custom labels, nested folders, and colors to organize income and expenses. ([source](https://ezbookkeeping.mayswind.net/httpapi/transaction_category_api))

### Part of an Awesome List

- [Data Processing](https://awesome-repositories.com/f/awesome-lists/ai/ai-and-llms/data-processing.md) — Integrates large language models to analyze and transform raw transaction data into structured financial entries. ([source](https://ezbookkeeping.mayswind.net/features/))
- [Currency Exchange APIs](https://awesome-repositories.com/f/awesome-lists/data/currency-exchange-apis.md) — Offers a JSON interface for retrieving the most recent currency conversion rates relative to a base currency. ([source](https://ezbookkeeping.mayswind.net/httpapi/exchange_rate_api))
- [Personal Finance](https://awesome-repositories.com/f/awesome-lists/productivity/personal-finance.md) — Lightweight personal finance app with bookkeeping features.

### Data & Databases

- [Receipt-to-Transaction Conversion](https://awesome-repositories.com/f/data-databases/financial-transaction-processing/receipt-to-transaction-conversion.md) — Integrates a language model to convert receipt images into ledger transactions.
- [Financial Transaction Importers](https://awesome-repositories.com/f/data-databases/data-import/financial-transaction-importers.md) — Includes an ingestion engine that imports financial transactions from bank exports and spreadsheet formats. ([source](https://cdn.jsdelivr.net/gh/mayswind/ezbookkeeping@main/README.md))

### Graphics & Multimedia

- [Spending Visualizations](https://awesome-repositories.com/f/graphics-multimedia/client-side-charting-utilities/spending-visualizations.md) — Generates spending trend charts and proportion graphs based on filtered transaction data.

### Security & Cryptography

- [Security and Access Control](https://awesome-repositories.com/f/security-cryptography/security-and-access-control.md) — Implements a security suite featuring multi-factor authentication and application locks to protect private financial records. ([source](https://cdn.jsdelivr.net/gh/mayswind/ezbookkeeping@main/README.md))
- [Access Token Management](https://awesome-repositories.com/f/security-cryptography/access-token-management.md) — Provides tools for managing and revoking API session tokens to secure programmatic access to financial data. ([source](https://ezbookkeeping.mayswind.net/httpapi/token_api))
- [Session Token Management](https://awesome-repositories.com/f/security-cryptography/access-tokens/token-revocation/session-token-management.md) — Secures API endpoints and user sessions through the generation and revocation of unique access tokens.

### System Administration & Monitoring

- [Personal Spending Trend Analyzers](https://awesome-repositories.com/f/system-administration-monitoring/trend-analysis/cost-trend-analyzers/personal-spending-trend-analyzers.md) — Analyzes personal spending patterns over time using trend charts and proportion graphs. ([source](https://cdn.jsdelivr.net/gh/mayswind/ezbookkeeping@main/README.md))
- [Statistical Distribution Analysis](https://awesome-repositories.com/f/system-administration-monitoring/trend-analysis/statistical-distribution-analysis.md) — Provides a query engine that combines multiple filters to generate multi-dimensional financial statistical charts. ([source](https://ezbookkeeping.mayswind.net/features/))
- [Financial Entry Logging](https://awesome-repositories.com/f/system-administration-monitoring/transaction-logging/financial-entry-logging.md) — Provides a capability for recording financial entries including image attachments and location data. ([source](https://cdn.jsdelivr.net/gh/mayswind/ezbookkeeping@main/README.md))

### Development Tools & Productivity

- [API Command Line Clients](https://awesome-repositories.com/f/development-tools-productivity/api-command-line-clients.md) — Provides a command line interface to execute server endpoints via shell scripts for bookkeeping automation. ([source](https://ezbookkeeping.mayswind.net/httpapi/))

### Networking & Communication

- [REST API Interfaces](https://awesome-repositories.com/f/networking-communication/rest-api-interfaces.md) — Exposes system functionality via a RESTful HTTP interface for programmatic access and automation.