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https://github.com/odinsride/olubalance

olubalance is a personal finance tool to balance and reconcile your bank accounts
https://github.com/odinsride/olubalance

banking banking-applications bulma finance finances personal-finance postgresql postgresql-database rails rails-application stimulus-reflex stimulusjs

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olubalance is a personal finance tool to balance and reconcile your bank accounts

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README 

        
# [olubalance](https://www.olubalance.com)



#### A personal finance tool designed to help balance and reconcile your accounts. 



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## What is olubalance?



### Intro



Having accumulated a considerable amount of debt a few years ago, and in need for a better way of tracking my family finances than using a spreadsheet, I decided to look into building my own solution. I had dabbled in Ruby on Rails briefly before and enjoyed it so took this opportunity to really dive in and build a full featured application. olubalance is constantly growing and I hope if you find it you'll enjoy it as much as I have enjoyed building it!



### Features



#### Basics

olubalance is meant to be used as an online checkbook register (remember when people used to "balance their checkbooks"?). The idea is that you enter transactions as you spend or earn and know exactly how much is in your account at any given time.



#### Avoid surprises

If you rely on online banking, you can sometimes be surprised when pending transactions post, or that check you wrote 3 weeks ago and forgot about until it's too late.  By using olubalance to track your finances, you can mitigate these surprises and stay on track! There is even a feature to mark transactions as pending so that you can keep an eye on those transactions in your regular online banking account. In olubalance, pending transactions are reflected in your account balance (unlike online banking)... yay!



#### Record keeping

One other fantastic feature is the ability to attach receipts to your transactions.  From a mobile device, it's as easy as snapping a photo of your receipt when you create a transaction and it will be saved where it needs to be for future reference.  Attachments can be either image files or PDF files (for online bill payments). This is a great way to keep record of where your money goes in case you ever need proof of it in the future.



#### Privacy matters



olubalance cannot and will not ever connect to your bank account. This is unlike other financial tools that "sync" your transactions from your online banking account.  With olubalance, you will be the only party to add or remove transactions within the app.  



#### License



olubalance is free and open source, and licensed under the [MIT License](https://github.com/odinsride/olubalance/blob/master/LICENSE). Feel free to build and deploy on your own server as you see fit (I recommend Dokku with the PostgreSQL Plugin)! See the license link for further details regarding terms of use.



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## Screenshots



###### Accounts

![image](https://i.imgur.com/eyi8Swq.png)



###### Transactions

![image](https://i.imgur.com/8BLHzkA.png)



###### Transaction Form

![image](https://i.imgur.com/JV8oPma.png)



###### Transaction Details (with Receipt)

![image](https://i.imgur.com/OHsz0a5.png)



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## Building / Contributing



Basic instructions for building olubalance on your local system



### Dependencies



* Ruby 2.6.4

* Rails 6.0.2.1

* PostgreSQL 12

* ImageMagick

* Your own Amazon S3 Storage Credentials (or change the config to use local storage)



Once dependencies have been met:



1. Create Postgres User, set a password

2. Run `bundle install`

3. Save the file `application.yml.sample` to `application.yml`

4. Set the configuration values in `application.yml` as you wish

5. Run `rails db:create`

6. Run `rails db:migrate`

7. Run `rails db:seed` if you wish to seed the database with sample data.

8. Boot up your rails server (`rails s`), and browse to `localhost:3000` in a web browser!



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## Looking for Help?



Feel free to file an issue on the project and I'll do my best to accomodate! :)