Money Tracker

I've played around with various financial software over time and have never been satisfied with what's on offer. I'm going to use this project to explore what I believe to be missing and see whether I can build something that I want to use.

See the wiki for a list of alternative packages.

Development

• Tracked in GitHub Issues
• Tracked in Trello
• Previously tracked in Pivotal Tracker

Demo

I've deployed a demo copy of the app to money-tracker-demo.heroku.com. It's configured with the default HTTP basic auth credentials which are 'username' and 'password'.

Do what you want with it, but don't do anything daft like upload sensitive data. I'll probably delete the data periodically but this won't help if you've just shared your transactions with the world.

Running the app locally

You'll need postgresql installed if you want to use the example database configuration. This is what Heroku uses.

$ brew install postgresql

Copy the example database configuration and create all the databases.

$ cp config/database{.example,}.yml
$ rake db:create:all
$ rake db:migrate

Running the tests

You'll need the chromedriver executable in your PATH to run the cucumber tests.

$ rake

Installation on Heroku

Clone the app

$ git clone https://github.com/chrisroos/money-tracker.git ~/money-tracker
$ cd ~/money-tracker

Push to Heroku

This assumes that you know what Heroku is and have an account.

$ heroku apps:create your-app-name --addons sendgrid:starter --stack cedar
$ git push heroku master
$ heroku run rake db:migrate

Change the default username and password

The app is protected by HTTP Basic Authentication. The default username and password is 'username' and 'password'. Change them by defining these Heroku variables.

$ heroku config:add MONEY_TRACKER_USERNAME=my-username
$ heroku config:add MONEY_TRACKER_PASSWORD=my-password

Configuring SendGrid so that we get Exception emails

Sometimes the application breaks. If you want to be emailed when it does you'll want to configure the email address that receives the exception notifications.

$ heroku config:add MONEY_TRACKER_EXCEPTION_EMAIL_RECIPIENT=your-email-address

Importing data from Heroku

NOTE If you've got a single instance of the app deployed to heroku then you won't need to specify the --app switch

# Download the data
$ heroku pg:backups capture --app money-tracker
$ curl --silent --output ./tmp/`date "+%Y-%m-%d"`-money-tracker.pgdump `heroku pg:backups public-url --app money-tracker`

# Import the data
$ pg_restore --verbose --clean --no-acl --no-owner -h localhost -d money_tracker_development ./tmp/`date "+%Y-%m-%d"`-money-tracker.pgdump

Export data to CSV

$ rails r script/create-csv.rb "Name of account"