accounts

Richard's quirky money management system.

What is it?

A web app that ingests bank and credit card transactions, allows you to categorize them, and produces some arguably useful summaries of your spending.

This is absolutely a case of me trying to figure out what questions to ask about my spending patterns, and building a system that can answer those questions. It's very specific to those questions. You probably have a different set of questions you'd like answers to. It's certainly doesn't help you budget, or save for particular goals, or any of the things that most money management software is trying to do.

It's also absolutely specific to the format of the CSV files generated by the financial institutions I do business with, although it's probably not hard to extend this.

Building and running

make docker will build a container. I use a docker-compose fragment something like this to run it:

  accounts:
    image: rcbilson/accounts:latest
    pull_policy: never
    ports:
      - 80:9090
    volumes:
      - ./accounts/data:/app/data
    restart: unless-stopped

What's under the hood

The frontend is Vite + JavaScript + React + Material UI. The backend is Go + Sqlite.

Known issues

I shoulda used TypeScript.

The JS bundle that the client needs to download is way too big. I have spent literally no time optimizing this.