Ez Bookkeeping is an open-source personal finance and bookkeeping web application designed to help individuals and small businesses track income, expenses, accounts, and budgets with simplicity and clarity. It provides a clean, modern interface where users can enter transactions, categorize expenses, and visualize financial data through dashboards, charts, and monthly summaries so that users can better understand their cash flow and spending patterns. The system supports multiple account types (such as bank accounts, cash, and digital wallets) and enables reconciliation to ensure records match actual balances. Users can set budgets, receive alerts when thresholds are approached, and generate financial reports like profit and loss statements or category breakdowns, empowering better planning and decision-making. Because it’s self-hostable with a straightforward stack, users can deploy it locally or on private servers, ensuring full control over sensitive financial data.
Features
- Transaction entry with customizable categories
- Account management and balance reconciliation
- Budget tracking with alerts and notifications
- Dashboards and charts for spending analysis
- Exportable financial reports (CSV/PDF)
- Self-hostable with user authentication