# ezBookkeeping — Self-Hosted Personal Finance Tracker

> A lightweight personal bookkeeping app with multi-currency support, transaction categorization, and data export for privacy-conscious users.

## Install

Save in your project root:

# ezBookkeeping — Self-Hosted Personal Finance Tracker

## Quick Use
```bash
docker run -d --name ezbookkeeping 
  -p 8080:8080 
  -v /var/ezbookkeeping:/ezbookkeeping/data 
  mayswind/ezbookkeeping
```

## Introduction
ezBookkeeping is a lightweight, self-hosted personal finance tracking application. It provides a clean mobile-friendly interface for recording daily income and expenses, supports multiple currencies with automatic exchange rate updates, and stores all data locally so you maintain full privacy over your financial records.

## What ezBookkeeping Does
- Records income and expense transactions with categories, tags, and notes
- Supports multiple accounts (cash, bank, credit card) with balance tracking
- Provides multi-currency transactions with automatic exchange rate conversion
- Generates monthly and yearly financial statistics and charts
- Exports data in CSV format for use in spreadsheets or other tools

## Architecture Overview
ezBookkeeping is built with Go on the backend and Vue.js for the frontend. It supports SQLite, MySQL, and PostgreSQL as storage backends. The application is packaged as a single binary or Docker image with minimal dependencies. Exchange rates are fetched from public APIs and cached locally.

## Self-Hosting & Configuration
- Deploy via Docker with a single volume for persistent data storage
- Choose between SQLite (default, no setup), MySQL, or PostgreSQL as the database
- Configure the default currency and timezone in the settings file
- Set up multiple user accounts for household finance tracking
- Enable two-factor authentication for additional login security

## Key Features
- Mobile-responsive design optimized for on-the-go expense entry
- Multi-currency support with 170+ currencies and live exchange rates
- Transaction templates for recurring expenses like rent or subscriptions
- Category and tag system for detailed expense breakdowns
- Two-factor authentication and data encryption at rest

## Comparison with Similar Tools
- **Firefly III** — full-featured with budgets and rules; ezBookkeeping is simpler and lighter for basic tracking
- **Actual Budget** — envelope budgeting focused; ezBookkeeping centers on transaction recording and reporting
- **GnuCash** — desktop double-entry accounting; ezBookkeeping is a mobile-first web application
- **Money Manager EX** — desktop app; ezBookkeeping is browser-based and accessible from any device

## FAQ
**Q: Can multiple family members use it?**
A: Yes. ezBookkeeping supports multiple user accounts, each with their own transactions and categories.

**Q: Does it connect to bank accounts?**
A: No. ezBookkeeping is a manual entry tool. This design choice keeps it simple and avoids sharing bank credentials.

**Q: How do I back up my data?**
A: Back up the data volume (SQLite file) or use the CSV export feature for portable backups.

**Q: Is there a mobile app?**
A: The web interface is mobile-responsive and works well as a progressive web app. There is no native app.

## Sources
- https://github.com/mayswind/ezbookkeeping
- https://ezbookkeeping.mayswind.net

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Source: https://tokrepo.com/en/workflows/asset-8259c0d5
Author: AI Open Source