This is my personal finance manager (PFM). It works for me, and it's an upgrade of what I did few years ago (you can see the log of the project and the branch "old_version").
It's made with Ruby on Rails and few gems. As I said, it has the functionality I need, so probably it's not for you. If you think you can improve it, fork it and make a pull request :D
If you want to try it, make sure you have Ruby on Rails installed (tested with Ruby 3.3 and Rails 7.1). You probably want to use https://rvm.io/
To use PFM you should do:
$ git clone https://github.com/yuki/pfm.git
$ cd pfm
$ bundle install
$ rake db:migrate
$ rake db:seed
$ rails s
I have created a simple docker-compose.yml in order to test PFM. The service will use this repository code as an external volume.
If you have Docker and docker-compose installed you can do:
$ docker-compose up
Then, you can go to http://localhost:3000 and you will see PFM's web.
If you need a minimal data to see how it works, you can execute:
$ docker-compose exec pfm rake db:seed
and it will create two accounts for testign and two movements.
If you stop the docker-compose, you will need to delete the file tmp/pids/server.pid.
You should configure the application to use your locale. Change it in config/application.rb
# config.i18n.default_locale = :es
To change the default currency change it in config/initializers/money.rb , few examples:
config.default_currency = :eur
# config.default_currency = :usd
# config.default_currency = :gbp
This projects is unfinished and there are known bugs.