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- BudgetOS
On the recordRead 12 Oct 202621 facts
BudgetOS
On the record
- Accounts and transactions
- It supports checking, savings, investment, and credit card accounts, along with recurring transactions and transaction search and filters.github.com · read 12 Oct 2026
- Account sync
- manualgithub.com · read 24 Sep 2026
- Bank imports
- It imports CSV, Excel, QIF, and OFX/QFX files, with duplicate detection and automatic matching for reconciliation.github.com · read 12 Oct 2026
- Bill tracking
- Yesgithub.com · read 24 Sep 2026
- Budgeting tools
- Nogithub.com · read 24 Sep 2026
- Categorization
- Customizable rules can automatically assign categories to imported transactions, and payees can learn aliases from bank descriptions.github.com · read 12 Oct 2026
- Core features
- It supports recurring transactions, transaction search and filters, account management, and credit card billing cycles.github.com · read 12 Oct 2026
- Database options
- Documented database backends are SQLite, PostgreSQL, and MariaDB; the README describes SQLite as suited to simple single-user setup and PostgreSQL or MariaDB for production multi-user use.github.com · read 12 Oct 2026
- Deployment
- The project recommends Docker deployment and also documents manual installation using Node.js and npm.github.com · read 12 Oct 2026
- Import limit
- The documented default maximum upload size is 10 MB.github.com · read 12 Oct 2026
- Import storage
- Bank import files are temporarily stored in the /app/uploads volume.github.com · read 12 Oct 2026
- Installation and support
- The project documents Docker and manual installation, and directs users to GitHub Issues for help and issue reports.github.com · read 12 Oct 2026
- Intended users
- The project describes BudgetOS as personal finance management for individuals and families.github.com · read 12 Oct 2026
- License
- The repository lists the PolyForm Noncommercial License 1.0.0.github.com · read 12 Oct 2026
- Multi-user access
- BudgetOS supports multiple users with Super Admin, Admin, and User roles, plus user and group management.github.com · read 12 Oct 2026
- Purpose
- BudgetOS is a self-hosted web application for managing personal finances and tracking accounts, cards, transactions, and reports.github.com · read 12 Oct 2026
- Report export
- Yesgithub.com · read 24 Sep 2026
- Reports and forecasts
- Reports include 12-month income and expense trends, category breakdowns, and balance projections at 30, 60, and 90 days.github.com · read 12 Oct 2026
