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EuroKeep

Your Money - Your Data

EuroKeep is a self-hosted personal finance management application that gives you full control over your financial data.

Unlike cloud-based solutions, EuroKeep can be deployed on your own infrastructure. Your accounts, balances, movements and budgets remain where they belong: under your control.

This documentation provides everything you need to deploy, configure and use your own EuroKeep instance.


What is EuroKeep?

EuroKeep helps you manage your personal finances in a simple and privacy-focused way.

With EuroKeep you can:

  • Manage multiple accounts and currencies
  • Track income, expenses and transfers
  • Organize movements with categories
  • Create and monitor budgets
  • Analyze your monthly financial development
  • Hide sensitive information with Privacy Mode
  • Export monitoring information via Prometheus

The goal is not to replace complex banking software, but to provide a lightweight, transparent and self-hosted solution for managing your everyday finances.


Self-Hosted by Design

EuroKeep is designed to run on your own server.

The current deployment is delivered as a complete Docker Compose setup containing all required services:

  • Nginx as web server
  • PHP-FPM application runtime
  • MariaDB database
  • Redis cache
  • Memcached cache layer

Future releases will provide a dedicated Docker image, reducing deployment complexity and allowing automatic dependency management.


Installation

The deployment package contains:

  • Docker Compose configuration
  • Application files
  • Required configuration files
  • Database setup

After starting the containers, administrative tasks such as user creation and password management are performed directly inside the PHP container using CakePHP CLI commands.


Getting Started

A typical setup workflow:

  1. Deploy the provided Docker Compose environment
  2. Start the required containers
  3. Access the PHP container for initial setup
  4. Create your first EuroKeep user
  5. Configure accounts, categories and budgets
  6. Start tracking your finances

For detailed instructions, see the deployment and user management sections.


Core Features

Account Management

Create and manage your financial accounts, including:

  • Bank accounts
  • Cash accounts
  • Other balance sources
  • IBAN information
  • Multiple currencies

Money Tracking

Record your financial activity through:

  • Income
  • Expenses
  • Transfers between accounts
  • Categories and comments
  • Automatic category suggestions based on previous bookings

Budget Management

Budgets allow you to define spending limits for categories and their subcategories.

EuroKeep automatically summarizes matching movements and provides an overview of:

  • Current spending
  • Remaining budget
  • Exceeded limits
  • Related transactions

Privacy Mode

Your financial information should remain private.

Privacy Mode allows you to hide sensitive information such as:

  • Account balances
  • Money movements
  • IBAN details

This makes it possible to safely use EuroKeep even when others can see your screen.


Monitoring

EuroKeep includes an experimental Prometheus exporter for monitoring financial statistics.

⚠️ The exporter currently exposes sensitive information and should only be accessible to trusted systems.


Documentation Structure

This documentation covers:

  • Deployment using Docker Compose
  • Container management
  • User administration
  • Account management
  • Money tracking
  • Transfers
  • Budgets
  • Monitoring
  • Application usage

The Philosophy Behind EuroKeep

Your financial data is personal.

EuroKeep follows one simple principle:

Your Money - Your Data

No external service should decide where your financial information is stored.

By running EuroKeep yourself, you stay in control of your data, your infrastructure and your privacy.