julianwachholz / personal-finance

A small budgeting app

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personal-finance

This was a small budgeting app I wrote for myself and family. It's lacking a lot of features but hopefully serves as a nice starting point for others.

Tech stack

  • Django with Django REST Framework
  • React.js with Ant Design UI
  • PostgreSQL database

Features

  • Registering accounts
  • A nice welcome wizard to get started
  • Setting user options like currency, locale, and formatting
  • Categories with unlimited subcategories
  • Adding different accounts (savings, checking, etc)
  • Keyboard accessible UI to create and modify transactions
  • Transactions may have payees and tags associated to see a tally for each

Setup

docker compose up -d
docker exec postgres psql -U postgres -c "CREATE EXTENSION citext;"
docker exec api ./manage.py migrate

Now you can open the app at http://localhost:9166/ and register an account.

About

A small budgeting app


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