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https://github.com/ryushida/shinymoney

R Shiny + PostgreSQL application for managing and visualizing expenses + net worth
https://github.com/ryushida/shinymoney

postgresql r shiny

Last synced: 4 months ago
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R Shiny + PostgreSQL application for managing and visualizing expenses + net worth

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R Shiny Application for visualizing expenses and net worth.

# Features

- Enter expenses (date, amount, account, category, notes)

- Visualize Spending by Date (Scatter plot and heatmap)

- Visualize Spending by Category (Scatter plot and heatmap)

- Enter value of each account

- Visualize the value of each account (Stacked Bar Plot)

- Manage categories, accounts, and account types

- Import CSV of Portfolio and Visualize (Bar and Treemap)

# Usage

1. Start PostgreSQL server

2. Create database and tables

```shell
psql postgresuser
CREATE DATABASE databasename;
\c databasename postgresuser
\i init.sql

\l
\dt
```

3. Create `config.yml`

```yml
default:
database_name: 'databasename'
database_host: '127.0.0.1'
database_port: 5432
database_user: 'postgresuser'
database_password: 'password'
```

4. Start Application