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A personal finance web application written in Go and React/Bootstrap
138 Commits 2 Branches 0 Tags 26 MiB
Go 57.7%
JavaScript 38%
Lua 2.2%
Python 0.8%
CSS 0.6%
Other 0.7%
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Aaron Lindsay 905e30d87b Move RemoteId from transactions to splits 
This is the more sensible location for it, since we import things on a
per-account basis - so there can be more than one remote ID associated
with a transaction, and the splits are the per-account portion of
transactions anyway.
2017-06-09 05:37:42 -04:00
js AccountCombobox: Fixup defaultProps the right way for ES6 2017-06-08 05:49:58 -04:00
reports Add years_income.lua report 2017-02-22 08:26:21 -05:00
scripts Update which quarter it is for fetching SEC PDF 2017-06-04 21:21:55 -04:00
static Add OFX fields to backend and UI 2017-05-31 21:04:01 -04:00
.gitignore Add user-editable securities, strip hard-coded ones from securities.go 2016-10-16 20:33:23 -04:00
accounts_lua.go reports: Allow drilling down 2017-02-17 10:01:31 -05:00
accounts.go Add direct OFX imports 2017-06-04 20:30:29 -04:00
balance_lua.go reports: Allow drilling down 2017-02-17 10:01:31 -05:00
date_lua.go reports: Allow drilling down 2017-02-17 10:01:31 -05:00
db.go Add user-editable securities, strip hard-coded ones from securities.go 2016-10-16 20:33:23 -04:00
errors.go Fix Gnucash security imports 2017-02-19 07:50:36 -05:00
gnucash.go Add direct OFX imports 2017-06-04 20:30:29 -04:00
imports.go OFX imports: Remove restriction about account types 2017-06-05 20:14:42 -04:00
main.go reports: Add basic lua infrastructure 2017-01-23 20:40:39 -05:00
Makefile Enable ES2015 translation 2017-06-07 21:08:39 -04:00
ofx.go Move RemoteId from transactions to splits 2017-06-09 05:37:42 -04:00
package.json Enable ES2015 translation 2017-06-07 21:08:39 -04:00
README.md Update README 2017-06-05 21:08:13 -04:00
reports_lua.go reports: Allow drilling down 2017-02-17 10:01:31 -05:00
reports.go Fix Gnucash security imports 2017-02-19 07:50:36 -05:00
securities_lua.go reports: Allow drilling down 2017-02-17 10:01:31 -05:00
securities.go Add direct OFX imports 2017-06-04 20:30:29 -04:00
sessions.go Make sessions PUT and POST return the resulting Session 2016-10-04 19:55:40 -04:00
transactions.go Move RemoteId from transactions to splits 2017-06-09 05:37:42 -04:00
users.go Make users PUT AND POST return the resulting User 2016-10-04 08:01:28 -04:00
util.go backend: Add ability to get Transactions by Account 2015-07-11 08:58:36 -04:00

README.md

MoneyGo

MoneyGo is a personal finance web application written in JavaScript and Golang. It adheres to double-entry accounting principles and allows for importing directly from financial institutions using OFX (via ofxgo).

This project is in active development and is not yet ready to be relied upon as your primary accounting software.

Installation

First, install npm in your distribution:

$ sudo pacman -S npm

Install browserify globally using npm:

$ sudo npm install -g browserify

You'll then want to build everything (the Golang and Javascript portions) using something like:

$ export GOPATH=`pwd`
$ go get -v github.com/aclindsa/moneygo
$ go generate -v github.com/aclindsa/moneygo
$ go install -v github.com/aclindsa/moneygo

This may take quite a while the first time you build the project since it is auto-generating a list of currencies and securities by querying multiple websites and services. To avoid this step, you can touch src/github.com/aclindsa/moneygo/cusip_list.csv before executing the go generate ... command above. Note that this will mean that no security templates are available to easily populate securities in your installation. If you would like to later generate these, simply remove the cusip_list.csv file and re-run the go generate ... command.

Running

Assuming you're in the same directory you ran the above installation commands from, running MoneyGo is then as easy as:

$ ./bin/moneygo \
  -port 8080 \
  -base src/github.com/aclindsa/moneygo/

You should then be able to explore MoneyGo by visiting http://localhost:8080 in your browser.