/GnuCash-Expenses-Vis

Visualizations of Expenses created in GnuCash Accounting Software

Primary LanguagePython

GnuCash Expenses Visualizations

Visualizations of Expenses created in GnuCash Accounting Software.

Description

Aim of the project is to present data from GnuCash Accounting Software (especially when it comes to individual Home Budgets) using Bokeh visualization module. The project was also used as a learning ground for the author in terms of simple web development and Bokeh server applications.

Rundown

Rundown



Trends View

Trends View



flask_app running

Flask App Running



Prerequisites

Python >= 3.6.

There is an example GnuCash file included with the project, so you do not need to have your own to make it work. However, if you do have it, you can include file path to it in gnucash_file_path.cfg after cloning the repository.

Only SQLite files from GnuCash are accepted for now. If you keep track of your expenses in XML format, you can simply save them as SQL format in GnuCash application.

Installation

Instructions for Linux:

  1. Create new directory for the application.
  2. Clone the repository into newly created directory and navigate there:
    git clone https://github.com/maciek3000/GnuCash-Expenses-Vis.git
    cd GnuCash-Expenses-Vis 
  3. Create new venv and activate it:
    mkdir ./venv
    python3 -m venv ./venv
    source ./venv/bin/activate
  4. Use pip to install required packages:
    pip install -r requirements.txt 

Usage

While in the GnuCash-Expenses-Vis folder, set flask variables and run the application:

export FLASK_APP=flask_app
flask run 

After using flask run command, local flask server should be up and running. New browser window should appear on the initialization - if for whatever reason it doesn't happen, you can manually go to http://127.0.0.1:5000/, where the application can be interacted with.

There are currently 4 pages available - 3 views where you can look at your data from different angles (monthly/yearly/categorical) and 1 setting view where you can filter the data in regard to categories and date range.

A thing about the Project

As mentioned above, the project was mostly used as a test ground of flask/bokeh modules. Surely some aspects of the code could have been done better and without a doubt full potential of GnuCash Application hasn't been realized.

However, the author created the application to use it with their own GnuCash data - including specific ways of tracking their own shopping list. Please keep in mind that your expenses might be saved differently, and so the whole experience might not be as it was intended to be.

Author

Maciej Dowgird (https://github.com/maciek3000)

Version 0.0.1 April 2020

License

MIT License

Copyright (c) 2020 Dowgird, Maciej

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.