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v0.1.0
First release of Kept, a self-hosted personal finance app.
Features
- Accounts grouped by institution (current, savings, credit card, investment, pension, cash), with manual balance snapshots for accounts you don't import
- Statement import from ISO 20022 camt.053, CSV and Excel (per-account column mapping with live preview); re-imports never duplicate transactions, and every import can be undone
- Bills from PDF with Swiss QR-bill extraction, or entered by hand
- Bill-to-payment matching by structured reference, by IBAN and amount as a suggestion, or manually; partial payments, overpayments and credit notes
- Dashboard: net worth per currency, monthly income and expenses, overdue and upcoming bills, stale imports
- PDF reports: account statement, open bills, net worth
- Optional Paperless-ngx integration for pulling bills and writing status back
- Multiple local users; each user only sees their own data
Run it
docker run -d --name kept -p 3000:3000 -v kept-data:/data \
-e KEPT_SECRET_KEY="$(openssl rand -base64 32)" \
-e ORIGIN=https://kept.example.org \
ghcr.io/orellbuehler/kept:0.1.0