Money Buddy

Web application that helps you see how you are spending your money. The front-end for this project is being developed in a separate repository.

Features

None, yet.

Roadmap

Account tree management.
Manual transaction management.
OFX import.
Reports.
Dashboard.
Budget.

Technologies

Python
Flask

How to Develop

python -m venv <venv_dir>
source <venv_dir>/bin/activate
(venv_dir) pip install -r requirements.txt
(venv_dir) FLASK_ENV=development FLASK_APP=api flask run

Note that you can use whichever virtual environment tool you prefer, or even none at all (not recommended).

Although not being strictly necessary, you may find it useful to spawn a front-end development server as well, specially if you're developing an entire new feature. Refer to the front-end repository for details.

How to Deploy

This project has everything needed to be deployed on Heroku (see the Procfile).

Important Design Principles

There should be support for multiple currencies, everywhere, with historical exchange rates.
The application should try to be feature complete and easy to use at the same time, providing guidelines for people that don't have a clue on how to check where their money is going.

Double-entry system

See the Wikipedia entry for details. This is the same system used by tools like GnuCash.

Transaction

Each transaction has a collection of operations (usually two). Each operation has a value (can be positive or negative) and a target/source account. Any given transaction should have a balance of zero to be considered valid. Examples:

Simple transaction with two operations:

Op. #	Account	Amount
1	Expenses > Bakery	+50
2	Assets > Bank Account 1	-50

A little more complex transaction with multiple sources:

Op. #	Account	Amount
1	Expenses > Entertainment	+100
2	Liabilities > Credit Card 1	-90
3	Assets > Wallet	-10

samuelgrigolato/moneybuddy