https://github.com/bgstieber/budget_shiny_app

A shiny app that automates most of the budget data analysis I do
https://github.com/bgstieber/budget_shiny_app

r shiny shinyapps

Last synced: 4 months ago
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A shiny app that automates most of the budget data analysis I do

• Host: GitHub
• URL: https://github.com/bgstieber/budget_shiny_app
• Owner: bgstieber
• Created: 2017-12-30T15:14:52.000Z (over 7 years ago)
• Default Branch: master
• Last Pushed: 2018-01-07T15:55:16.000Z (over 7 years ago)
• Last Synced: 2024-08-13T07:13:14.763Z (8 months ago)
• Topics: r, shiny, shinyapps
• Language: R
• Size: 24.4 KB
• Stars: 5
• Watchers: 3
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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• jimsghstars - bgstieber/budget_shiny_app - A shiny app that automates most of the budget data analysis I do (R)

README

        
# App Description

The app is live! [Go check it out!](https://bgstieber.shinyapps.io/budget_shiny_app/)

# Main Description

Every few weeks or so I do a fairly rudimentary analysis of my personal finances, mainly investigating the balance of my checking account. The typical analysis will look something like:

  1. Read in data

  1. Clean it up a bit

  1. Summarize (visually) in a few different ways

      - Trend in balance

      - Trend in debits / credits

      - Monthly totals

  1. Summarise (numerically) in a few different ways

      - How much have I saved in the last few months

      - How much has my balance grown in the last few months

      - If my savings trends were to continue, how much could I expect to have in 3, 6, or 12 months

        - This requires the fitting of some form of a regression model (a simple linear model seems to do just fine)

      

By now, this analysis has become rather routine, and follows a fairly structured flow. To save myself time (and to re-familiarize myself with git and Shiny), I decided building an automated system might be "fun". 

# More about the app

(as I continue to develop the app, this section will become more detailed)

## Tabs

  - __Data Upload and Viewer__

    - Allow the user to upload a two column csv (date and amount)

      - Dates are hard (necessary to experiment with `anytime::anydate`)

        - Give user a toggle to control how dates were entered?

      - Amounts are hard too

        - Exhell formatting (commas, parentheses)

    - Display the data to the user

      - use `DT::datatable` to provide some interactivity

  - __Trend Visualizer__

    - Running sum of balance by date

      - Simple time series plot

    - Trend in debits / credits

      - Two column (one for debits, one for credits) dodged bar plot by month

    - Ending monthly balance

      - Bar chart

  - __Numerical Summaries__

    - Table with monthly summaries

      - Credits, debits, total, saving rate, running total, 6 month % change in running total

    - Expected growth rate

      - We use the exceptional [__`prophet`__](https://github.com/facebook/prophet) package to build a time series forecast.