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198.0 17.0 39.0 1.71 MB

An accounting web application to track personal finances written in Go and React/Bootstrap

License: MIT License

Go 57.69% JavaScript 38.00% HTML 0.14% CSS 0.61% Makefile 0.18% Shell 0.38% Python 0.77% Lua 2.23%
personal-finance ofx golang go finance banking double-entry-accounting accounting

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moneygo's Issues

./scripts/gen_cusip_csv.sh error

When I was setting up the program, I got up to this point:
$ go generate -v github.com/aclindsa/moneygo

My terminal got caught in an infinite loop saying

./scripts/gen_cusip_csv.sh: line 8: curl: command not found
./scripts/gen_cusip_csv.sh: line 13: curl: command not found
./scripts/gen_cusip_csv.sh: line 8: curl: command not found
./scripts/gen_cusip_csv.sh: line 13: curl: command not found
./scripts/gen_cusip_csv.sh: line 8: curl: command not found
./scripts/gen_cusip_csv.sh: line 13: curl: command not found

Automatically assign imported transactions to accounts

This likely involves looking for similar past transactions to the account being imported to and figuring out which accounts their splits are in. Gnucash builds a vector of the likelihood of assigning transaction to another account based on every word split out of the description/memo fields.

Add tests for all major backend functionality

This includes at least:

  • Users
  • Sessions
  • Securities
  • Prices
  • Accounts
  • Transactions
  • Reports
  • Lua
    • reports
    • securities
    • accounts
    • dates
    • prices
    • balances
  • Imports
    • Gnucash
    • OFX
      • banking
      • credit card
      • investments

Replace account tree with a drop-down menu

The account tree is only useful for navigation, and might as well get out of your way once you've selected an account to view. This both devotes more screen real estate to the transactions themselves and allows the transaction tree to not become cluttered when deeply-nested or for accounts with long names

Build Issue on Ubuntu

Let me know if I am missing anything.

nirajbhatt7@LinuxDev:/Test1$ npm --version
3.5.2
nirajbhatt7@LinuxDev:/Test1$ node --version
v4.7.2
nirajbhatt7@LinuxDev:/Test1$ python --version
Python 2.7.13
nirajbhatt7@LinuxDev:/Test1$ go version
go version go1.9 linux/amd64
nirajbhatt7@LinuxDev:/Test1$ lsb_release -a
No LSB modules are available.
Distributor ID: Ubuntu
Description: Ubuntu 17.04
Release: 17.04
Codename: zesty
nirajbhatt7@LinuxDev:/Test1$ go generate -v github.com/aclindsa/moneygo
src/github.com/aclindsa/moneygo/accounts.go
src/github.com/aclindsa/moneygo/accounts_lua.go
src/github.com/aclindsa/moneygo/balance_lua.go
src/github.com/aclindsa/moneygo/date_lua.go
src/github.com/aclindsa/moneygo/db.go
src/github.com/aclindsa/moneygo/errors.go
src/github.com/aclindsa/moneygo/gnucash.go
src/github.com/aclindsa/moneygo/imports.go
src/github.com/aclindsa/moneygo/main.go
browserify -t [ babelify --presets [ react es2015 ] ] js/main.js -o static/bundle.js
Error: Cannot find module 'cldr-data/supplemental/likelySubtags' from '/home/nirajbhatt7/Test1/src/github.com/aclindsa/moneygo/js'
at /usr/local/lib/node_modules/browserify/node_modules/browser-resolve/node_modules/resolve/lib/async.js:46:17
at process (/usr/local/lib/node_modules/browserify/node_modules/browser-resolve/node_modules/resolve/lib/async.js:173:43)
at ondir (/usr/local/lib/node_modules/browserify/node_modules/browser-resolve/node_modules/resolve/lib/async.js:188:17)
at load (/usr/local/lib/node_modules/browserify/node_modules/browser-resolve/node_modules/resolve/lib/async.js:69:43)
at onex (/usr/local/lib/node_modules/browserify/node_modules/browser-resolve/node_modules/resolve/lib/async.js:92:31)
at /usr/local/lib/node_modules/browserify/node_modules/browser-resolve/node_modules/resolve/lib/async.js:22:47
at FSReqWrap.oncomplete (fs.js:82:15)
Makefile:9: recipe for target 'static/bundle.js' failed
make: *** [static/bundle.js] Error 1
src/github.com/aclindsa/moneygo/main.go:3: running "make": exit status 2
nirajbhatt7@LinuxDev:~/Test1$

Can't sign in on fresh install.

I am getting this error Error 1: Not Signed In after first starting the app.

Repro Steps:

  1. Start fresh install.
  2. Create user admin/admin
  3. Login as admin/admin
  4. Get the not signed in error.

Thanks for putting this together I am excited to try the OFX support. Just need to get it working first.

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