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ezBookkeeping
Managing household finances and personal investments becomes completely private with ezBookkeeping, a self-hosted accounting platform that combines multi-currency ledger tracking, automated bank imports, and AI-assisted receipt analysis into a responsive financial dashboard. Users can record daily income, expenses, and asset transfers using hierarchical two-level accounts and customizable tags, attaching photographic receipts and geographic location coordinates to individual entries. The automated data ingestion engine processes bank statements across standardized CSV, OFX, QIF, CAMT, and MT940 files, applying user-defined column mappings and custom conversion scripts to eliminate manual bookkeeping. Financial planners can schedule recurring bills, configure monthly category spending limits, and track asset distribution with interactive charts, trend graphs, and activity heatmaps in the Insight Explorer. Integrated artificial intelligence tools scan uploaded invoice photos to extract line items automatically while a native Model Context Protocol server lets external desktop assistants query balances and audit budgets safely. Security features include time-based two-factor authentication, single sign-on via standard identity providers, and biometric passkey screen locks that secure private monetary ledgers on shared computers. Account owners can export full audit histories to portable spreadsheets, manage multi-currency exchange rate tables, and access clean web interfaces on both desktop monitors and mobile devices. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. MIT licensed.
Benefits
- Universal Multi-Format Financial Ingestion
- Import historical bank statements seamlessly across CSV, OFX, QIF, CAMT, and MT940 formats using custom column mappings and fifty-two supported character encodings to eliminate manual ledger entry errors.
- Native Model Context Protocol Server
- Connect external large language model assistants securely via native Model Context Protocol endpoints to analyze spending habits, query transaction balances, and audit budgets without sharing raw database credentials.
- Interactive Insight and Trend Analytics
- Inspect cash flow patterns and expense distributions with dynamic pie charts, multi-dimension bar graphs, and activity heatmaps that filter transactions by account, category, geographic location, or custom tag.
- Biometric and Two-Factor Security Safeguards
- Protect sensitive personal balance sheets with time-based one-time passwords, OpenID Connect authentication, and client-side WebAuthn passkey locks that shield private financial data on shared household computers.
Features
- Model Context Protocol Integration
- Expose an authenticated MCP server interface allowing local artificial intelligence agents to inspect account balances, categorize recent receipts, and generate financial reports.
- Multi-Format Statement Importer
- Parse financial files from global banks supporting CSV, OFX, QFX, QIF, IIF, Camt.052, Camt.053, MT940, GnuCash, Beancount, and Firefly III.
- Visual Insight Explorer
- Generate interactive breakdown charts, historical spending trends, and transaction heatmaps with customizable dimensions, currency conversions, and date ranges.
- Scheduled Recurring Transactions
- Automate recurring subscription payments and bill reminders with customizable recurrence frequencies, automatic account balance adjustments, and calendar previews.
- Hardware Passkey Protection
- Lock application sessions using WebAuthn biometric passkeys, PIN codes, and TOTP two-factor authentication alongside OpenID Connect identity provider integrations.