This is my simple finances tracker that I use to keep track of my spending.
- Entities: The core building blocks of your finances.
- Accounts: Where you hold money (e.g., bank accounts, PayPal account, cash)
- Entities: Where you spend money (e.g., Walmart, Spotify, Netflix)
- Payments: Record money movement.
- Expenses: Money leaving an Account. (Account -> Entity)
- Income: Money entering an Account. (Entity -> Account)
- Categories (optional): Add labels to Payments for better tracking.
- Set up: Create Entities and Accounts that reflect your finances.
- Record a Payment:
- Enter the amount and date.
- Select payor and payee
- (optional) Assign a category or enter a note.
- Explore: View your payment history and view your statics at the dashboard
- Install the website as a PWA for easy access.
- Get in the habit of recording Payments as they happen for accurate tracking.
- Use categories to understand your spending patterns.
Clone this repository and run the following commands:
## create .env file
cp .env.example .env
## start the database
docker compose -f docker/finances-dev/docker-compose.yml up -d
## generate prisma client
npx prisma generate
## apply database migrations
npx prisma migrate deploy
## start the development server
npm run dev
Then open http:https://localhost:3000 with your browser and create an account. While in development mode, you can generate sample data from the Account page.
Copy the docker-compose.yaml file and the .env.example from 'docker/finances-prod' to your server.
Rename the .env.example file to .env and adjust the required environment variables.
The docker setup expects you to run a Traefik reverse proxy. It will then register itself automatically.
If your setup is different, you will need to adjust the docker-compose.yaml file accordingly.
The finances containers will automatically register themselves to a running watchtower container if it is present.
Finally run docker-compose up -d on your server to start the application.