yuki / pfm

Personal finance manager (PFM)

Personal Finance Manager

This is my personal finance manager (PFM). It works for me, and it's an upgrade of what I did few years ago (you can see the log of the project and the branch "old_version").

It's made with Ruby on Rails and few gems. As I said, it has the functionality I need, so probably it's not for you. If you think you can improve it, fork it and make a pull request :D

Install

If you want to try it, make sure you have Ruby on Rails installed (tested with Ruby 3.3 and Rails 7.1). You probably want to use https://rvm.io/

To use PFM you should do:

$ git clone https://github.com/yuki/pfm.git
$ cd pfm
$ bundle install
$ rake db:migrate
$ rake db:seed
$ rails s

Using Docker

I have created a simple docker-compose.yml in order to test PFM. The service will use this repository code as an external volume.

If you have Docker and docker-compose installed you can do:

$ docker-compose up

Then, you can go to http://localhost:3000 and you will see PFM's web.

If you need a minimal data to see how it works, you can execute:

$ docker-compose exec pfm rake db:seed

and it will create two accounts for testign and two movements.

If you stop the docker-compose, you will need to delete the file tmp/pids/server.pid.

Configure

You should configure the application to use your locale. Change it in config/application.rb

# config.i18n.default_locale = :es

To change the default currency change it in config/initializers/money.rb , few examples:

  config.default_currency = :eur
  # config.default_currency = :usd
  # config.default_currency = :gbp

Disclaimer

This projects is unfinished and there are known bugs.