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Personal Finance Program

This program is designed to help you manage your personal finances. It allows you to track your income, expenses, and investments, and provides tools for analyzing your financial situation.

Requirements

  • Odoo 14

Installation

  • Clone this repository.
  • Install Odoo 14 on your system.
  • Open Odoo and install the module by going to Apps > Update Apps List > Install the module.
  • Start using the module!

Features

  • Track your income and expenses
  • Categorize your transactions
  • Set budgets for different categories
  • View your spending patterns over time
  • Analyze your net worth
  • Monitor your investments

Usage

  • Adding Transactions: To add a new transaction, select "Create" from the main menu "Money Flow". Enter the date, amount, category, tags and description of the transaction.

  • Viewing Reports: To view reports, select "View Reports" from the main menu. You can view spending patterns over time, analyze your net worth, and monitor your investments. Setting Budgets

  • Configuration Menu: You can configure your personal categories, tags and credit cards (with automatism for chip type of card: VISA, MASTERCARD, AMERICAN EXPRESS...) and use them in transaction form

About Odoo 14

This project is based on Odoo 14, an open-source business management software that includes a range of business applications, such as accounting, CRM, and e-commerce. Odoo 14 is a powerful platform that allows developers to create custom modules to extend its functionality. This project is an example of a custom module that can be installed on top of Odoo 14 to add personal finance management

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Odoo module for your personal finances

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