Files
ezbookkeeping/README.md
T
zhengchen.tao 28666a40d7 docs(readme): 中文 fork notice 扩成 8 bullet,对齐英文版
之前中文段是一句总括,英文段是详细 8 bullet 清单,两边信息不对等。

- 中文加全部 8 项定制 bullet,翻译自英文版,顺序一致
- 中文也补上指向 LICENSE 文件的链接(原来只说"遵循 MIT")

仍然走"中文段在前 / 英文段在后"的顺序(Gitea 主仓中文读者先看到)。
2026-05-20 11:30:29 +08:00

202 lines
14 KiB
Markdown
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
# ezBookkeeping
> ## 个人 fork 说明
>
> 这是 [mayswind/ezbookkeeping](https://github.com/mayswind/ezbookkeeping)MIT)的个人 fork,在上游 release 基础上加了若干定制:
>
> - **信用卡账户**:账户加 credit-limit 字段;账户列表展示可用额度
> - **按账户筛选交易**:单账户筛选时顶部展示账户信息卡(图标 / 名称 / 余额 / 可用额度)
> - **编辑账户余额**:直接修改余额字段,自动生成一笔"余额调整"交易
> - **添加交易页**:选中账户后实时展示该账户的余额或可用额度
> - **数字键盘**4 列计算器布局 + `touch-action` 修复点按延迟
> - **移动端动效**:通用过渡 300ms → 150ms
> - **交易详情**:移动端三点菜单加入编辑 / 删除入口
> - **分类选择器**:移动端可选"默认全部展开"(已加入云同步白名单)
>
> 完整定制清单与实现细节见 [`FORK.md`](FORK.md),分支模型 / 上游同步 / CI 排错见 [`CLAUDE.md`](CLAUDE.md)。
>
> 所有改动遵循与上游一致的 MIT License,详见 [`LICENSE`](LICENSE)。
> ## Personal fork notice
>
> This repository is a personal fork of [mayswind/ezbookkeeping](https://github.com/mayswind/ezbookkeeping) (MIT) with the following custom additions on top of upstream releases:
>
> - **Credit card accounts**: credit-limit field; account list shows available credit
> - **Account-filtered transactions**: when filtering by a single account, show an account info card on top (icon / name / balance / available credit)
> - **Account editing**: edit the balance field directly; a "balance adjustment" transaction is generated automatically
> - **Add-transaction page**: live display of balance or available credit after selecting an account
> - **Numpad**: custom layout (4-column calculator style) + `touch-action` fix for tap latency
> - **Mobile animations**: generic transitions 300ms → 150ms
> - **Transaction detail**: edit / delete entries added to the mobile three-dot menu
> - **Category picker**: optional "expand all by default" on mobile (cloud-sync allowlisted)
>
> Full list with implementation details: [`FORK.md`](FORK.md)
> Branch model / upstream sync / CI troubleshooting: [`CLAUDE.md`](CLAUDE.md)
>
> All modifications are released under the same MIT License as upstream — see [`LICENSE`](LICENSE).
>
> ---
>
> Upstream README content follows below.
---
[![License](https://img.shields.io/badge/license-MIT-green.svg)](https://github.com/mayswind/ezbookkeeping/blob/master/LICENSE)
[![Go Report](https://goreportcard.com/badge/github.com/mayswind/ezbookkeeping)](https://goreportcard.com/report/github.com/mayswind/ezbookkeeping)
[![Latest Release](https://img.shields.io/github/release/mayswind/ezbookkeeping.svg?style=flat)](https://github.com/mayswind/ezbookkeeping/releases)
[![Latest Build](https://img.shields.io/github/actions/workflow/status/mayswind/ezbookkeeping/build-snapshot.yml?branch=main)](https://github.com/mayswind/ezbookkeeping/actions)
[![Latest Docker Image Size](https://img.shields.io/docker/image-size/mayswind/ezbookkeeping.svg?style=flat)](https://hub.docker.com/r/mayswind/ezbookkeeping)
[![Docker Pulls](https://img.shields.io/docker/pulls/mayswind/ezbookkeeping)](https://hub.docker.com/r/mayswind/ezbookkeeping)
[![Ask DeepWiki](https://deepwiki.com/badge.svg)](https://deepwiki.com/mayswind/ezbookkeeping)
[![Recommend By HelloGitHub](https://api.hellogithub.com/v1/widgets/recommend.svg?rid=ded5af09da574ec1811ddb154f1b2093&claim_uid=LT7EZxeBukCnh0K)](https://hellogithub.com/en/repository/mayswind/ezbookkeeping)
[![Trending](https://trendshift.io/api/badge/repositories/12917)](https://trendshift.io/repositories/12917)
## Introduction
ezBookkeeping is a lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features. It helps you record daily transactions, import data from various sources, and quickly search and filter your bills. You can analyze historical data using built-in charts or perform custom queries with your own chart dimensions to better understand spending patterns and financial trends. ezBookkeeping is easy to deploy, and you can start it with just one single Docker command. Designed to be resource-efficient, it runs smoothly on devices such as Raspberry Pi, NAS, and MicroServers.
ezBookkeeping offers tailored interfaces for both mobile and desktop devices. With support for PWA (Progressive Web Apps), you can even [add it to your mobile home screen](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/add_to_home_screen.gif) and use it like a native app.
Live Demo: [https://ezbookkeeping-demo.mayswind.net](https://ezbookkeeping-demo.mayswind.net)
## Features
- **Open Source & Self-Hosted**
- Built for privacy and control
- **Lightweight & Fast**
- Minimal resource usage, runs smoothly even on low-resource devices
- **Easy Installation**
- Docker support
- Supports SQLite, MySQL, PostgreSQL
- Cross-platform (Windows, macOS, Linux)
- Works on x86, amd64, ARM architectures
- **User-Friendly Interface**
- UI optimized for both mobile and desktop
- PWA support for native-like mobile experience
- Dark mode
- **AI-Powered Features**
- Receipt image recognition
- MCP (Model Context Protocol) support for AI integration
- Agent Skill and API command-line script tools support for AI integration
- **Powerful Bookkeeping**
- Two-level accounts and categories
- Image attachments for transactions
- Location tracking with maps
- Scheduled transactions
- Advanced filtering, search, visualization and analysis
- **Localization & Internationalization**
- Multi-language and multi-currency support
- Multiple exchange rate sources with automatic updates
- Multi-timezone support
- Custom formats for dates, numbers and currencies
- **Security**
- Two-factor authentication (2FA)
- OIDC external authentication
- Login rate limiting
- Application lock (PIN code / WebAuthn)
- **Data Import & Export**
- Supports CSV, OFX, QFX, QIF, IIF, Camt.052, Camt.053, MT940, GnuCash, Firefly III, Beancount and more
For a full list of features, visit the [Full Feature List](https://ezbookkeeping.mayswind.net/comparison/).
## Screenshots
### Desktop Version
[![ezBookkeeping](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/desktop/en.png)](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/desktop/en.png)
### Mobile Version
[![ezBookkeeping](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/en.png)](https://raw.githubusercontent.com/wiki/mayswind/ezbookkeeping/img/mobile/en.png)
## Installation
### Run with Docker
Visit [Docker Hub](https://hub.docker.com/r/mayswind/ezbookkeeping) to see all images and tags.
**Latest Release:**
$ docker run -p8080:8080 mayswind/ezbookkeeping
**Latest Daily Build:**
$ docker run -p8080:8080 mayswind/ezbookkeeping:latest-snapshot
### Install from Binary
Download the latest release: [https://github.com/mayswind/ezbookkeeping/releases](https://github.com/mayswind/ezbookkeeping/releases)
**Linux / macOS**
$ ./ezbookkeeping server run
**Windows**
> .\ezbookkeeping.exe server run
By default, ezBookkeeping listens on port 8080. You can then visit `http://{YOUR_HOST_ADDRESS}:8080/` .
### Build from Source
Make sure you have [Golang](https://golang.org/), [GCC](https://gcc.gnu.org/), [Node.js](https://nodejs.org/) and [NPM](https://www.npmjs.com/) installed. Then download the source code, and follow these steps:
**Linux / macOS**
$ ./build.sh package -o ezbookkeeping.tar.gz
All the files will be packaged in `ezbookkeeping.tar.gz`.
**Windows**
> .\build.bat package -o ezbookkeeping.zip
or
PS > .\build.ps1 package -Output ezbookkeeping.zip
All the files will be packaged in `ezbookkeeping.zip`.
You can also build a Docker image. Make sure you have [Docker](https://www.docker.com/) installed, then follow these steps:
**Linux**
$ ./build.sh docker
## Contributing
We welcome contributions of all kinds.
If you find a bug, please [submit an issue](https://github.com/mayswind/ezbookkeeping/issues) on GitHub.
If you would like to contribute code, you can fork the repository and open a pull request.
Improvements to documentation, feature suggestions, and other forms of feedback are also appreciated.
You can view existing contributors on the [Contributor Graph](https://github.com/mayswind/ezbookkeeping/graphs/contributors).
## Translating
Help make ezBookkeeping accessible to users around the world. We welcome help to improve existing translations or add new ones. If you would like to contribute a translation, please refer to the [translation guide](https://ezbookkeeping.mayswind.net/translating).
Currently available translations:
| Tag | Language | Progress | Contributors |
| --- | --- | --- | --- |
| de | Deutsch | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fde.json) | [@chrgm](https://github.com/chrgm), [@1270o1](https://github.com/1270o1) |
| en | English | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fen.json) | / |
| es | Español | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fes.json) | [@Miguelonlonlon](https://github.com/Miguelonlonlon), [@abrugues](https://github.com/abrugues), [@AndresTeller](https://github.com/AndresTeller), [@diegofercri](https://github.com/diegofercri) |
| fr | Français | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Ffr.json) | [@brieucdlf](https://github.com/brieucdlf) |
| it | Italiano | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fit.json) | [@waron97](https://github.com/waron97) |
| ja | 日本語 | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fja.json) | [@tkymmm](https://github.com/tkymmm) |
| kn | ಕನ್ನಡ | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fkn.json) | [@Darshanbm05](https://github.com/Darshanbm05) |
| ko | 한국어 | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fko.json) | [@overworks](https://github.com/overworks) |
| nl | Nederlands | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fnl.json) | [@automagics](https://github.com/automagics) |
| pt-BR | Português (Brasil) | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fpt-BR.json) | [@thecodergus](https://github.com/thecodergus), [@balaios](https://github.com/balaios) |
| ru | Русский | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fru.json) | [@artegoser](https://github.com/artegoser), [@dshemin](https://github.com/dshemin) |
| sl | Slovenščina | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fsl.json) | [@thehijacker](https://github.com/thehijacker) |
| ta | தமிழ் | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fta.json) | [@hhharsha36](https://github.com/hhharsha36) |
| th | ไทย | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fth.json) | [@natthavat28](https://github.com/natthavat28) |
| tr | Türkçe | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Ftr.json) | [@aydnykn](https://github.com/aydnykn) |
| uk | Українська | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fuk.json) | [@nktlitvinenko](https://github.com/nktlitvinenko) |
| vi | Tiếng Việt | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fvi.json) | [@f97](https://github.com/f97) |
| zh-Hans | 中文 (简体) | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fzh-Hans.json) | / |
| zh-Hant | 中文 (繁體) | ![Translation Progress](https://img.shields.io/endpoint?url=https%3A%2F%2Fraw.githubusercontent.com%2Fmayswind%2FezBookkeeping-i18n-badge%2Fmain%2Fbadges%2Fzh-Hant.json) | / |
## Documentation
1. [English](https://ezbookkeeping.mayswind.net)
1. [中文 (简体)](https://ezbookkeeping.mayswind.net/zh_Hans)
## License
[MIT](https://github.com/mayswind/ezbookkeeping/blob/master/LICENSE)