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MoneyFlow

MoneyFlow tracks your money and how it flows in and out of your various banks and accounts.

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📄 Single view of all your finances

View all your transactions in a single view, consolidating many banks and accounts. Tag and filter to your hearts content. Get the benefits of a modern, beautiful spend tracking app without being tied to a particular bank.

📒 Know what you're spending money on

Categorise and visualize your spending, and MoneyFlow will learn over time to do this for you automatically.

🔒 Safe and secure by design

You own your data. Your data is encrypted, end-to-end, so nobody can access it but you.

👫 Manage shared finances

Track ownership of spending if you share your accounts with someone you ❤️

📥 Simple data import

Data import is designed to be painless without comprimising your security. Visit your bank's online banking website as you normally would, then either:

  1. Copy and paste straight out of the web page.
  2. Download CSV files of your transactions and upload them to MoneyFlow.
  3. In the future, a desktop app will do this for you automatically (it will all be open source, so you can be sure nothing 🐟 is going on).

Getting started

Clone this repository then:

  • dotnet user-secrets -p MoneyFlow.sln set "StorageConnectionString" ""

For dev:

  • bin/make run server (watch run server)
  • bin/make run ui (watch run client)
  • bin/make test server (watch test server)

Or if you're using nix shell and tmux:

  • nix-shell
  • tmux source tmux.conf

To build for production:

  • m build (same build that CI runs to prepare for deployment)

To format the C# files:

  • Run dotnet format
  • In rider:
    • File type: C# file
    • Scope: Current file
    • Program: dotnet
    • Arguments: format $SolutionPath$ --include $FilePathRelativeToProjectRoot$
    • Output paths to refresh: $FilePath$
    • Advanced options: Untick all

To update outdated nuget packages:

  • dotnet outdated

To update outdated npm packages:

  • bin/make ui yarn upgrade-interactive --latest

Resources

Features

  • Coming soon... 😉

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A web app to help you understand where your money is going.

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