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My Money

A simple web app for keeping track of personal finances.

This is my first Ruby on Rails app.

Features

  • Multiple bank accounts
  • Categories/Subcategories for each transaction
  • Import transactions from OFX files
  • Automatically sets category and subcategory for transactions which match saved patterns
  • Bank Reconciliation
  • Income vs Expense reports

To Do

  • More reports
  • Better account summaries
  • Running totals when viewing transactions
  • lots of other bugs, that I'm sure I'll find!

Local development

Install dependencies:

bundle
yarn

Start the rails server:

bin/rails s

The application is then available at http://localhost:3000

Testing

Ruby unit tests:

bin/rails rspec:unit

Front-end tests:

yarn test

Rubocop:

bin/rails rubocop

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