beatrax

Expense Management & Receipt Scanning Apps

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This open-source, privacy-focused financial management tool consolidates multiple accounts, such as bank, credit card, PayPal, and app-store subscriptions into a unified view, providing transparency and insight into your spending by resolving transaction chains and categorizing expenses. Key features include local-first end-to-end encrypted device synchronization without cloud servers, customizable envelope budgeting with rollover and transfer capabilities, support for various banking data formats and receipt imports, and a rules engine for automating categorization and annotation, making it ideal for individuals seeking secure, self-hosted financial tracking solutions that respect privacy and offer detailed reporting.

beatrax can be found in Expense Management & Receipt Scanning Apps categories.

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beatrax Main Features

• Local-first
  The app is open source and stores all data on your own device with no cloud or server involved.
• Mobile apps
  There are apps for iOS and Android, each keeping its own encrypted copy of your data.
• Open banking
  The app can connect to your bank using your own key to access your financial data optionally.
• Rules engine
  You can create rules to automatically rename, categorize, tag, and add notes to your transactions.
• Report builder
  You can create, save, and pin reports to see your financial data in different formats.
• Envelope budgeting
  You can assign money to different envelopes, roll balances over, and move money between envelopes.
• Migration importers
  You can easily bring your budget data from other apps like YNAB, nYNAB, or Actual.
• Signed desktop installers
  The app can be installed safely on macOS and Windows with code signing.
• Data stays on your machine
  All your data, including database, tokens, and receipts, stays on your device, with no cloud storage.
• End-to-end encrypted device sync
  Your devices sync directly with each other using encryption, without needing a server or cloud.
• Supports different bank data formats
  The app can read data from European banks (like CAMT.053, MT940), credit card PDFs, PayPal exports, and CSV files.

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