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https://github.com/gaynetdinov/ex_money

An [abandoned] self-hosted personal finance app
https://github.com/gaynetdinov/ex_money

elixir personal-finances phoenix saltedge self-hosted spectre

Last synced: about 1 month ago
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An [abandoned] self-hosted personal finance app

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README 

        
# ExMoney [![Build Status](https://travis-ci.org/gaynetdinov/ex_money.svg?branch=master)](https://travis-ci.org/gaynetdinov/ex_money)



`ExMoney` is a [work-in-progress] self-hosted web application which helps you to track your personal finances.  

It's built around [Spectre API](https://www.saltedge.com/products/spectre) so `ExMoney` can export bank transactions for you.

The list of available banks you can find [here](https://www.saltedge.com/countries).



The main idea behind `ExMoney` is to have free, open source application which can help to track personal finances at(almost) no cost.  

`ExMoney` is written in [Elixir](http://elixir-lang.org) using [Phoenix framework](http://www.phoenixframework.org),

the app on production consumes very little of RAM and it should work just fine on [Heroku](https://heroku.com) free plan.



## Saltedge



[Spectre API](https://www.saltedge.com/products/spectre) is a Financial Data Aggregation Platform.  

It allows to export bank transactions automatically which allows `ExMoney` to solve the main flaw of most personal finance apps —

need to enter every single transaction.



[Spectre API](https://www.saltedge.com/products/spectre) provides 'Test' mode using which it's possible to have

connections with up to 10 providers(banks) **for free**.



## Mobile version



`ExMoney` has a mobile version for an iPhone. The mobile version is built using [Framework7](http://framework7.io).  

`ExMoney` is supposed to run as Standalone web app(i.e. `Add to Home Screen` in Safari).



Currently mobile version looks like this



![Dashboard](/screenshots/dashboard.jpg?raw=true "Dashboard")



[More screenshots](/screenshots/)



## Desktop version



`ExMoney` has a desktop version which is not ready yet, however it provides some `Settings` to manage providers(banks), accounts, categories, etc.  

The desktop version is built using [Bootstrap](http://getbootstrap.com) and utilizes default `Dashboard` template.



## Niceties



###### Rules



Currently `ExMoney` has two types of Rules which can be applied for every incoming transaction from [Spectre API](https://www.saltedge.com/products/spectre):



* a rule to reassign category which has been assigned automatically by [Spectre API](https://www.saltedge.com/products/spectre)  

    In case of automatically assigned category does not make sense it's possible to reassign category based on transaction's description and payee fields.



* a rule to detect withdraw transaction and to create appropriate 'Income' transaction in a 'Cash' account



###### Automatic sync



If a bank does not require one-time-password/captcha/etc to log in, `ExMoney` will run a periodic job to export transactions for you.

`ExMoney` will run a job to export transactions from a bank every hour.   

Also `ExMoney` disables this task during the nights to not violate Heroku's free plan [limitations](https://blog.heroku.com/archives/2015/5/7/heroku-free-dynos).



###### Interactive providers



`ExMoney` allows to manually export transactions from banks which require one-time-password as well.

For now only `otp` is supported.



## How to use



Before using `ExMoney`, please make sure that `Saltedge` supports your bank [here](https://www.saltedge.com/countries).



Please check the [wiki page](https://github.com/gaynetdinov/ex_money/wiki) which describes how to use `ExMoney`.



## Current state



Currently `ExMoney` is a work-in-progress/prototype/'works on my machine' stage.



## FAQ



### Why another personal finance app?



I've written a blog post about ExMoney [http://blog.damirca.one/ex-money](http://blog.damirca.one/ex-money).



### Why only iOS?



I don't have an Android device to test `ExMoney` on Android. Feel free to add necessary [Framework7](http://framework7.io) styles and test `ExMoney` on Android.



### Why Desktop version does not use React/ES7/Clojurescript/Elm/etc?



I'm a backend developer, I don't know frontend part, I don't know how to js/html/css, so I took the most easiest approach to build a frontend.



## Contributing



Contributions welcome! Please feel free to create pull-requests and issues. 



## License



This software is licensed under [the ISC license](LICENSE).