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This is a personal project to track finances. It conceives of money as something that comes and goes in flows. The places it rests are harbors - these may be checking accounts, credit cards, or your best friend - all places where money goes for a while, but never stays forever.

Core Principles

  1. I manage my finances and don't just trust what my bank says.
  2. My data is mine and I don't want to give it out in exchange for being marketed to.
  3. I should still be able to access my info anywhere I go.

Current Status

It is usable to track your bills and reconcile against what your bank says. This means you can:

  • Enter flows: bills paid, money received, and money transfered between harbors that are yours. You can provide as much detail or as little as you want.
  • Mark these flows as verified accurate (if it was an estimate when you originally entered it), sent, or paid.
  • Enter additional info about the harbors: full name, account number, contact info, notes.
  • All data is saved in local storage within your browser on your computer.
  • You can optionally sync it to a CouchDB database online.

Roadmap

There's lots on the agenda, here is the rough order:

  • Recurring flows
  • Ability to sort and search flows
  • Reminders of upcoming bills
  • Better security

Additional Info

It's all built in javascript so far with PouchDB providing the database backend functionality. It's actually pretty cool.

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