A personal finance web application written in Go and React/Bootstrap
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Aaron Lindsay f213e1061c Add security prices
* Import them from Gnucash's pricedb
* Add support for querying prices from lua for reports
* Add documentation for lua reports
2017-07-13 21:32:25 -04:00
docs Add security prices 2017-07-13 21:32:25 -04:00
js ReportReducer: Fix bug creating list 2017-06-23 06:10:35 -04:00
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screenshots README: Add screenshots 2017-07-07 06:32:01 -04:00
scripts scripts/gen_security_list.py: Support python 2 2017-06-16 06:24:14 -04:00
static Report formatting fixes 2017-06-19 20:24:56 -04:00
.gitignore .gitignore: Add static/codemirror 2017-06-22 06:05:13 -04:00
Makefile Basic Report UI complete! 2017-06-17 10:28:50 -04:00
README.md README: Update documentation section 2017-07-07 06:40:07 -04:00
accounts.go Add direct OFX imports 2017-06-04 20:30:29 -04:00
accounts_lua.go Add markdown documentation 2017-07-07 06:18:05 -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 security prices 2017-07-13 21:32:25 -04:00
errors.go Fix Gnucash security imports 2017-02-19 07:50:36 -05:00
gnucash.go Add security prices 2017-07-13 21:32:25 -04:00
imports.go imports: Don't re-import the same transaction from the same place 2017-06-10 15:22:13 -04:00
main.go reports: Add basic lua infrastructure 2017-01-23 20:40:39 -05:00
ofx.go imports: Don't re-import the same transaction from the same place 2017-06-10 15:22:13 -04:00
package.json Basic Report UI complete! 2017-06-17 10:28:50 -04:00
prices.go Add security prices 2017-07-13 21:32:25 -04:00
prices_lua.go Add security prices 2017-07-13 21:32:25 -04:00
reports.go Add security prices 2017-07-13 21:32:25 -04:00
reports_lua.go Add lots of backend and back-frontend report infrastructure 2017-06-16 20:55:22 -04:00
securities.go Ensure default currency isn't modified to be a non-currency 2017-06-21 21:53:01 -04:00
securities_lua.go Add security prices 2017-07-13 21:32:25 -04:00
sessions.go Make sessions PUT and POST return the resulting Session 2016-10-04 19:55:40 -04:00
transactions.go imports: Don't re-import the same transaction from the same place 2017-06-10 15:22:13 -04:00
users.go Add per-user default currency 2017-06-21 21:27:41 -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.

Screenshots

Yearly Expense Report Transaction Register Transaction Editing

Usage Documentation

Though I believe much of the interface is 'discoverable', I'm working on documentation for those things that may not be so obvious to use: creating custom reports, importing transactions, etc. For the moment, the easiest way to view that documentation is to browse it on github.

Installation

First, install npm, python, curl, and go >= 1.7 in your distribution. Here is how in Arch Linux:

$ sudo pacman -S npm curl go python

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.

Missing Features

  • Importing investment transactions via OFX
  • Budgets
  • Scheduled transactions
  • Matching duplicate transactions
  • Tracking exchange rates, security prices
  • Import QIF
  • Finishing reports