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A personal finance web application written in Go and React/Bootstrap
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Aaron Lindsay aa8924243e Add initial OFX import test 
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README.md

MoneyGo

MoneyGo is a personal finance web application written in JavaScript and Golang. It adheres to double-entry accounting principles and allows for importing directly from financial institutions using OFX (via ofxgo).

This project is in active development and is not yet ready to be relied upon as your primary accounting software (but please feel free to try it out and offer feedback!).

Features

  • Import from OFX (bank and credit card transactions only so far) and Gnucash
  • Enter transactions manually using the register, double-entry accounting is enforced
  • Generate custom charts in Lua

Screenshots

Yearly Expense Report Transaction Register Transaction Editing

Usage Documentation

Though I believe much of the interface is 'discoverable', I'm working on documentation for those things that may not be so obvious to use: creating custom reports, importing transactions, etc. For the moment, the easiest way to view that documentation is to browse it on github.

Installation

First, install npm, nodejs >= 6.11.3 (may work on older 6.x.x releases, but this is untested), python, curl, and go >= 1.9 in your distribution. Here is how in Arch Linux:

$ sudo pacman -S npm curl go python

Install browserify globally using npm:

$ sudo npm install -g browserify

You'll then want to build everything (the Golang and Javascript portions) using something like:

$ export GOPATH=`pwd`
$ go get -d github.com/aclindsa/moneygo
$ go generate -v github.com/aclindsa/moneygo/internal/handlers
$ go generate -v github.com/aclindsa/moneygo
$ go install -v github.com/aclindsa/moneygo

This may take quite a while the first time you build the project since it is auto-generating a list of currencies and securities by querying multiple websites and services. To avoid this step, you can touch src/github.com/aclindsa/moneygo/cusip_list.csv before executing the go generate ... command above. Note that this will mean that no security templates are available to easily populate securities in your installation. If you would like to later generate these, simply remove the cusip_list.csv file and re-run the go generate ... command.

Running

Assuming you're in the same directory you ran the above installation commands from, running MoneyGo is then as easy as:

$ ./bin/moneygo -config src/github.com/aclindsa/moneygo/example_config.ini

You should then be able to explore MoneyGo by visiting http://localhost:8080 in your browser. Editing the configuration file supplied will allow you to modify several settings including the port used and whether to serve via FastCGI instead of HTTP (the default).

Missing Features

  • Importing investment transactions via OFX
  • Budgets
  • Scheduled transactions
  • Matching duplicate transactions
  • Tracking exchange rates, security prices
  • Import QIF