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90 lines
3.4 KiB
Markdown
90 lines
3.4 KiB
Markdown
# MoneyGo
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**MoneyGo** is a personal finance web application written in JavaScript and
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Golang. It adheres to [double-entry
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accounting](https://en.wikipedia.org/wiki/Double-entry_bookkeeping_system)
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principles and allows for importing directly from financial institutions using
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OFX (via [ofxgo](https://github.com/aclindsa/ofxgo)).
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This project is in active development and is not yet ready to be relied upon as
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your primary accounting software (but please feel free to try it out and offer
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feedback!).
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## Features
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* [Import from OFX](./docs/ofx_imports.md) and
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[Gnucash](http://www.gnucash.org/)
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* Enter transactions manually using the register, double-entry accounting is
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enforced
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* Generate [custom charts in Lua](./docs/lua_reports.md)
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## Screenshots
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## Usage Documentation
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Though I believe much of the interface is 'discoverable', I'm working on
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documentation for those things that may not be so obvious to use: creating
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custom reports, importing transactions, etc. For the moment, the easiest way to
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view that documentation is to [browse it on github](./docs/index.md).
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## Installation
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First, install npm, nodejs >= 6.11.3 (may work on older 6.x.x releases, but this
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is untested), python, curl, and go >= 1.9 in your distribution. Here is how in
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Arch Linux:
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sudo pacman -S npm curl go python
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Install browserify globally using npm:
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sudo npm install -g browserify
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You'll then want to build everything (the Golang and Javascript portions) using
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something like:
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export GOPATH=`pwd`
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go get -d github.com/aclindsa/moneygo
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go generate -v github.com/aclindsa/moneygo/internal/handlers
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go generate -v github.com/aclindsa/moneygo
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go install -v github.com/aclindsa/moneygo
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This may take quite a while the first time you build the project since it is
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auto-generating a list of currencies and securities by querying multiple
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websites and services. To avoid this step, you can `touch
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src/github.com/aclindsa/moneygo/internal/handlers/cusip_list.csv` before
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executing the `go generate ...` command above. Note that this will mean that no
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security templates are available to easily populate securities in your
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installation. If you would like to later generate these, simply remove the
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cusip_list.csv file and re-run the `go generate ...` command.
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## Running
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MoneyGo requires HTTPS or FCGI (no HTTP). Before starting the server, you will
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want to edit the example configuration file
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(src/github.com/aclindsa/moneygo/example_config.ini) to point to your own SSL
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certificate/key OR set 'generate-certs-if-absent = true' in the '[http]' section
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of the config file.
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Then, assuming you're in the same directory you ran the above installation
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commands from, running MoneyGo is as easy as:
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./bin/moneygo -config src/github.com/aclindsa/moneygo/example_config.ini
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You should then be able to explore MoneyGo by visiting https://localhost:8443 in
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your browser. Editing the configuration file supplied will allow you to modify
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several settings including the port used, SSL certificate locations, and whether
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to serve via FastCGI instead of HTTPS (the default).
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## Missing Features
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* Importing a few of the more exotic investment transactions via OFX
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* Budgets
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* Scheduled transactions
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* Matching duplicate transactions
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* Tracking exchange rates, security prices
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* Import QIF
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