BudgetOS
The facts below are what the maker publishes about BudgetOS, checked and dated. Our editors have not written about it yet.
The facts
Each one read from BudgetOS's own pages, with the date it was checked.
What it does
- Accounts and transactions
- It supports checking, savings, investment, and credit card accounts, along with recurring transactions and transaction search and filters.checked 12 Oct 2026
- Account sync
- manualchecked 24 Sep 2026
- Bank imports
- It imports CSV, Excel, QIF, and OFX/QFX files, with duplicate detection and automatic matching for reconciliation.checked 12 Oct 2026
- Bill tracking
- Yeschecked 24 Sep 2026
- Budgeting tools
- Nochecked 24 Sep 2026
- Categorization
- Customizable rules can automatically assign categories to imported transactions, and payees can learn aliases from bank descriptions.checked 12 Oct 2026
- Core features
- It supports recurring transactions, transaction search and filters, account management, and credit card billing cycles.checked 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.checked 12 Oct 2026
- Deployment
- The project recommends Docker deployment and also documents manual installation using Node.js and npm.checked 12 Oct 2026
- Import limit
- The documented default maximum upload size is 10 MB.checked 12 Oct 2026
- Import storage
- Bank import files are temporarily stored in the /app/uploads volume.checked 12 Oct 2026
- Installation and support
- The project documents Docker and manual installation, and directs users to GitHub Issues for help and issue reports.checked 12 Oct 2026
- Intended users
- The project describes BudgetOS as personal finance management for individuals and families.checked 12 Oct 2026
- License
- The repository lists the PolyForm Noncommercial License 1.0.0.checked 12 Oct 2026
- Multi-user access
- BudgetOS supports multiple users with Super Admin, Admin, and User roles, plus user and group management.checked 12 Oct 2026
- Purpose
- BudgetOS is a self-hosted web application for managing personal finances and tracking accounts, cards, transactions, and reports.checked 12 Oct 2026
- Report export
- Yeschecked 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.checked 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.checked 12 Oct 2026
- Support
- The repository lists GitHub Issues as the place to get help and file issues.checked 12 Oct 2026
Money
- Free plan
- Yeschecked 24 Sep 2026
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