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MoneySmart

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ASP.NET Core Razor Pages Web Application with EF Core and ASP.NET Core Identity.

Get ready to manage your income and expenses the smart way!

Overview

A very simple Web Application to capture everyday income and expenses.

Features (WIP)

  1. Capture your daily income and expenses.
  2. Manage multiple accounts to separate your transactions (e. g. checking or savings).
  3. Transfer money between accounts.
  4. Add comments or notes to transactions.
  5. Export/Import transactions to/from a CSV file.
  6. Classify your transactions in categories.
  7. Set up recurring transactions.
  8. More to come...

Prerequisites

  • Visual Studio 2022
  • ASP.NET Core 6

Getting started

  1. Clone the project.
  2. Open the solution file MoneySmart.Database.sln on Visual Studio.
  3. In the Solution Explorer right-click the MoneySmart.Database project and click "Publish..."
  4. In the Publish dialog click "Load Profile..." and select the MoneySmart.Database.publish.xml file.
  5. Confirm the loaded connection string matches your target instance e. g. (localdb)\MSSQLLocalDB and click "Publish".
  6. Open the solution file MoneySmart.sln on Visual Studio.
  7. In the Solution Explorer right-click the solution MoneySmart and click "Restore Client-Side Libraries".
  8. Press F5 to build and run the web application.
  9. Wait for your default browser to be automatically launched into https://localhost:5000

License

MIT License

Copyright (c) 2024 Felipe Romero

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.