Budget Board

This project is in development! Expect breaking changes!

About The Project

After a certain free budgeting app was closed down, I created this app with the goal of a simple and focused app for monthly budgeting and tracking financial goals.

I've created this mostly for personal use, so development will probably be sporadic and guided by whatever I find useful.

Feel free to leave feedback!

Getting Started

Prerequisites

Mandatory

Docker Compose
A PostgreSQL database
- You can either self-host this or choose a cloud provider. There are several that offer free tiers for personal use.
- The connection string will need to be added to the docker-compose.override

Optional

A SimpleFin Bridge account is highly recommended
- This is used to automatically sync account balances and transactions to your database.
- The API key can be set under account settings in the app.

Setup

Docker Compose

You will need to configure the docker-compose.override as follows:

services:
  backend:
    environment:
      - Logging__LogLevel__Default=Information
      - POSTGRES_HOST=host
      - POSTGRES_DATABASE=database
      - POSTGRES_USER=user
      - POSTGRES_PASSWORD=password
      - CLIENT_URL=https://example.com
      - AUTO_UPDATE_DB=false
      - EMAIL_SENDER=test@gmail.com,
      - EMAIL_SENDER_PASSWORD=yourPassword,
      - EMAIL_SMTP_HOST=smtp.gmail.com,
    ports:
      - 8080:8080
  client:
    build:
      args:
        - VITE_API_URL=https://example.com
      ports:
        - 80:80
        - 443:443

Option	Details
POSTGRES_HOST	The host for the PostgreSQL database.
POSTGRES_DATABASE	The postgresql database name.
POSTGRES_USER	The postgresql database user that budget board will use to connect to and interact with the database.
POSTGRES_PASSWORD	The user password.
CLIENT_URL	This is the domain/ip you will use to access your deployed project. If hosting locally this will be `http://localhost`.
AUTO_UPDATE_DB	If set to true, the database will automatically be updated when the schema changes. Otherwise, you will need to update it manually.
EMAIL_SENDER	The email address that will send emails for verification, password resets, etc.
EMAIL_SENDER_PASSWORD	The password of the email that will send emails for verification, password resets, etc.
EMAIL_SMTP_HOST	The host server that will send the email.
ports	The default values here are fine unless you have a reason to change them.
VITE_API_URL	See CLIENT_URL. These will be the same unless you have a reason to change.

PostgreSQL Database Configuration

The ASP.NET app will connect to the database using the parameters provided in docker-compose.override. These parameters will be configured when setting up the database.

EF Core Migration

You can configure the ASP.NET app to automatically apply and database schema changes to your database using the AUTO_UPDATE_DB variable in docker-compose.override.

WARNING: THIS COULD POTENTIALLY RESULT IN DATA LOSS. USE AT YOUR OWN RISK, ESPECIALLY WHILE THE APP IS STILL IN DEVELOPMENT!

Email Configuration

Budget Board requires an email service to send emails for account password resets. You can configure this in any way you'd like (self-hosted service, paid cloud service, etc.), but an easy way to do this for a small set of users is to create a gmail account.

If you do want to use a gmail account there are many articles online about how to configure a google account get the gmail smtp access.

Nginx

There are two example nginx.conf files depending on how you would like to deploy.

The http example is ready to deploy as is (just need to remove the .example extension). This will deploy the app at http://localhost.
The https example has placeholders for your domain name and for your ssl cert and key names (assuming they are stored at the given location). You will need to fill those in and remove the .example extension.

Deploy

Build & deploy by running the following command

docker-compose up --build

tshea113/budget-board