Budget Tracker

BudgetTracker is a lightweight Meteor app for managing a personal budget.  It was written with one thing in mind - to provide a very simple way to manually manage one's personal budget.  You won't find page after page of data to sift through or long wizards to complete to enter data - this is a single-page application based on the Meteor framework that updates reactively as data is entered.  The visuals are based on Twitter Bootstrap, so it's very mobile-friendly.

How to Set Up

Prerequisites

• Ensure you have Node and Meteor installed.

Download

git clone https://github.com/dansimone/budgettracker

Run

cd budgettracker
meteor

Login

Navigate to http://localhost:3000, and login with the default (out of the box) password: password

Live Heroku Deployment

https://mybudgettracker.herokuapp.com/

Functionality

Current Functionality

• Users
  • Single-user only.
  • Default password is password.
  • Password can be changed via User->Change Password.
• Month Selection
  • Selecting a month displays the budget for that month.
• Sample Data
  • The first time the app first starts, an initial set of sample Categories and Transactions are created.  Any of these can be deleted by clicking the X next to their respective rows.
• Categories
  • Can be added by clicking the + under the "Categories" section.
  • The "Used" column displays a progress bar indicating the current usage for a given budget Category.  The progress bar is displayed as green/orange/red, depending on what percentage of the Category's budget has been used.
  • A Category's amount can be changed after the fact by clicking on the "Amount" column table cell, and entering a new amount.
• Transactions
  • Can be added by clicking the + under the "Transactions" section.
  • No restrictions on the dates for which budget transactions can be entered.
  • A Transaction's amount can be changed after the fact by clicking on the "Amount" column table cell, and entering a new amount.

Areas that Could be Expanded

• Allowing multiple users to track separate budgets
• Allowing multiple users to collaborate on the same budget.
• Allowing Category amounts to be changed per month.  Currently, changing the budget amount for a Category will take effect for all months.
• Some (lightweight) charts to help visualize month-by-month budget progress.

Contributing

Pull requests welcome!