this is the app i use to track my personal finances and budget. i can't believe i started working on this several years ago and, through several iterations, it still works and i still use it.
before use, be sure to have the following dependencies installed:
- node >=9 (i'm running on 9.10, haven't experimented with older versions)
- postgres >= 9 (i'm running on 10.3, but not using any significantly new features)
then, clone the repo and run npm install to fetch the node dependencies.
run npm start to run the app.
it's a budget app! you can manually enter transactions and budget categories on their respective pages. you can edit both by clicking any piece of data visible on the page. also, a weird quirk that i intend to remove at some point: budget categories can be deleted by changing any of their values to ***.
the "categories" page allows you to view month-over-month totals for every category.
you can import transactions from a csv or tsv file. go to the import page and paste the contents of your file into the textarea.
you'll first need to create config/import-config.json to configure how columns are defined in your import data. your csv should have columns that correspond to the keys description, category, debit, credit, and date. (if your csv has only one column for debits and credits, like "amount", use the same index for both.)
the column indices should be zero-indexed. so for example, if you have a csv like this:
| Status | Date | Card | Category | Message | Debit | Credit |
|---|---|---|---|---|---|---|
| New | 05/20/2016 | 1234 | Travel | SWA FLIGHT 12345 | -200.00 | 0.00 |
status would be 0, date would be 1, and so on. for this csv, import-config.json should look like this:
{
"description": 4,
"category": 3,
"debit": 5,
"credit": 6,
"date": 1
}