nelsonfigueroa / personal-finance

Ruby on Rails finance app to track net worth and expenses.

Personal Finance

Personal Finance is a Ruby on Rails application to keep track of finances in USD.

Motivation

I built this for myself because other apps are either too complex for my needs (Firefly III), privacy-invasive (Mint), or have a subscription-based business model (Copilot Money). I also don't like connecting my financial accounts to third party sites for security reasons, so this is a manual approach to tracking money. Since I built this for myself, it's a highly opinionated way of tracking finances.

Running Locally

You can run this application locally using Docker.

Clone this repo and cd into it. Then build the Docker image:

docker build -t personal-finance .

Start up a container from the previously created image while specifying port 3000:

docker run -p 3000:3000 personal-finance:latest

Then browse to http://0.0.0.0:3000/.

You can use the demo user credentials to try out the app. This user already has some data so you can get a feel for the app:

• Email: demo@demo
• Password: demouser123!

Or you can create a new account and start from scratch.

Notable Gems and Libraries used:

• RSpec - For writing tests.
• simplecov - Provides test coverage analysis.
• Rubocop - Linting for Ruby code.
• erb-lint - Linting for .erb files.
• Chartkick - Chart and graph generation.
• devise-pwned_password - Gem that checks if Devise Models are using passwords that have shown up in data breaches. Powered by the pwned gem.
• Bullet - To ensure database queries are efficient
• brakeman - To check for security vulnerabiliies
• Tailwind CSS with the daisyUI library.