Freedom251 › Personal Finance Software
BudgetOS
Facts from BudgetOS's own pages
- Accounts and transactions
- It supports checking, savings, investment, and credit card accounts, along with recurring transactions and transaction search and filters. · github.com, 12 Oct 2026
- Account sync
- manual · github.com, 24 Sept 2026
- Bank imports
- It imports CSV, Excel, QIF, and OFX/QFX files, with duplicate detection and automatic matching for reconciliation. · github.com, 12 Oct 2026
- Bill tracking
- Yes · github.com, 24 Sept 2026
- Budgeting tools
- No · github.com, 24 Sept 2026
- Categorization
- Customizable rules can automatically assign categories to imported transactions, and payees can learn aliases from bank descriptions. · github.com, 12 Oct 2026
- Core features
- It supports recurring transactions, transaction search and filters, account management, and credit card billing cycles. · github.com, 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, 12 Oct 2026
- Deployment
- The project recommends Docker deployment and also documents manual installation using Node.js and npm. · github.com, 12 Oct 2026
- Free plan
- Yes · github.com, 24 Sept 2026
- Import limit
- The documented default maximum upload size is 10 MB. · github.com, 12 Oct 2026
- Import storage
- Bank import files are temporarily stored in the /app/uploads volume. · github.com, 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, 12 Oct 2026
- Intended users
- The project describes BudgetOS as personal finance management for individuals and families. · github.com, 12 Oct 2026
- License
- The repository lists the PolyForm Noncommercial License 1.0.0. · github.com, 12 Oct 2026
- Multi-user access
- BudgetOS supports multiple users with Super Admin, Admin, and User roles, plus user and group management. · github.com, 12 Oct 2026
- Purpose
- BudgetOS is a self-hosted web application for managing personal finances and tracking accounts, cards, transactions, and reports. · github.com, 12 Oct 2026
- Report export
- Yes · github.com, 24 Sept 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, 12 Oct 2026
- Security configuration
- The admin guide documents session encryption via a required SESSION_SECRET, bcrypt password hashing configuration, request rate limits, and recommends HTTPS in production. · github.com, 12 Oct 2026
- Support
- The repository lists GitHub Issues as the place to get help and file issues. · github.com, 12 Oct 2026
Where BudgetOS stands on Freedom251
- Personal Finance Software#146 of 181