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0f8b05fa04
* update backend to net 10 * fix some build warnings * update frontend deps * fix for updates * update docker image
A simple app for tracking monthly spending and working towards financial goals.
Getting Started
Check out the wiki for instructions on how to setup Budget Board.
About The Project
I created this app to be a self-hosted alternative to the now-shut-down personal finance app Mint.
Features
Data Aggregation
- Automatically sync your bank account data (accounts, transactions, balances) with SimpleFIN.
- Import transactions via CSV files.
- Manually add accounts and transactions.
Dashboard View
- Dashboard to view account data at a glance
Transactions View
- Organize transactions into categories and subcategories.
- Create custom categories to organize your transactions.
- Create rules that automatically update transaction fields during sync when the specified conditions are met.
Budgets View
- Create monthly budgets for categories and subcategories.
- View aggregated budgets for multiple months.
- Calculate net cash flow for the month.
- Click on a budget to view more details such as monthly trends and associated transactions.
Goals View
- Create goals to track savings or loan payoff.
- Estimate completion date given a monthly contribution.
- Estimate monthly contibution given a target completion date.
- Option to include interest rate in the calculations.
- Click on a budget to view more details such as monthly trends and associated accounts.
Trends View
- Several charts to view different metrics over time.
- View monthly spending trends, monthly net cash flow, total assets, total liabilities, and total net worth charts.
Feedback
Screenshots
