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https://github.com/aclindsa/moneygo

An accounting web application to track personal finances written in Go and React/Bootstrap
https://github.com/aclindsa/moneygo

accounting banking double-entry-accounting finance go golang ofx personal-finance

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An accounting web application to track personal finances written in Go and React/Bootstrap

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# MoneyGo



**MoneyGo** is a personal finance web application written in JavaScript and

Golang. It adheres to [double-entry

accounting](https://en.wikipedia.org/wiki/Double-entry_bookkeeping_system)

principles and allows for importing directly from financial institutions using

OFX (via [ofxgo](https://github.com/aclindsa/ofxgo)).



This project is in active development and is not yet ready to be relied upon as

your primary accounting software (but please feel free to try it out and offer

feedback!).



## Features



* [Import from OFX](./docs/ofx_imports.md) and

  [Gnucash](http://www.gnucash.org/)

* Enter transactions manually using the register, double-entry accounting is

  enforced

* Generate [custom charts in Lua](./docs/lua_reports.md)



## Screenshots



![Yearly Expense Report](./screenshots/yearly_expenses.png)

![Transaction Register](./screenshots/transaction_register.png)

![Transaction Editing](./screenshots/editing_transaction.png)



## 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](./docs/index.md).



## Installation



First, install npm, nodejs >= 6.11.3 (may work on older 6.x.x releases, but this

is untested), python, curl, and go >= 1.9 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 -d github.com/aclindsa/moneygo

	go generate -v github.com/aclindsa/moneygo/internal/handlers

	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/internal/handlers/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



MoneyGo requires HTTPS or FCGI (no HTTP). Before starting the server, you will

want to edit the example configuration file

(src/github.com/aclindsa/moneygo/internal/config/example_config.ini) to point to

your own SSL certificate/key OR set 'generate-certs-if-absent = true' in the

'[http]' section of the config file.



Then, assuming you're in the same directory you ran the above installation

commands from, running MoneyGo is as easy as:



	./bin/moneygo -config src/github.com/aclindsa/moneygo/internal/config/example_config.ini



You should then be able to explore MoneyGo by visiting https://localhost:8443 in

your browser. Editing the configuration file supplied will allow you to modify

several settings including the port used, SSL certificate locations, and whether

to serve via FastCGI instead of HTTPS (the default).



## Missing Features



* Importing a few of the more exotic investment transactions via OFX

* Budgets

* Scheduled transactions

* Matching duplicate transactions

* Tracking exchange rates, security prices

* Import QIF