afaneca/myfin

Web frontend for the personal finances platform that'll help you budget, keep track of your income/spending and forecast your financial future.

📟 The API project is available here. 📟

📱 The android mobile app project is available here. 📱

🏦📈💳 MyFin - Personal Finances Platform

• About MyFin
  • Features
  • Roadmap
• Getting Started
• Contributing
• Dependencies

⚡ About MyFin

MyFin originated as my own passion project in 2020. At that point, I'd already tried a bunch of other FPM's, but all of them lacked in at least one of the following points:

• They were not user-friendly
• Their features lacked a full-fledged budgeting tool
• I was never in control of my own data

MyFin is my attempt to solve all of these issues. It has helped me manage my finances for a while now and I hope it can be useful for you as well.

✨ Features

Here are the main features of MyFin:

• Localization (Multilingual support) - Native full support to both english and portuguese
• Transactions - You can add transactions manually or import them in batches from the clipboard (from a .csv file or directly from your bank's homebanking solution)
• Split Transactions - Easily split an already added transaction into two different ones, all with a few clicks
• Accounts - You can track all of your accounts, including their transactions and balances
• Categories & Entities - You can create as many of these as you want to better segment your income and spending
• Rules & Auto-categorization - With rules, you can make your transactions importing smarter and faster, by allowing MyFin to automatically categorize some of your imported transactions, based on your specifications
• Budgets - Taking a Boonzi-style approach to budgeting, our budget tool allows you to budget for your future, month by month
• Stats - this one's for the data nerds. Here you have an overview of your patrimony's evolution across each month and get a forecast of your financial future for the years to come
• Account Management - Change your password, etc...
• Investing - keeping track of your investments (currently in beta!)
• Theming - multiple (white & dark) themes to choose from!

🛣️ Roadmap

Here's some of the features currently in development or planned for the near future:

• Goals - Record and keep track of your goals to keep yourself motivated at all times
• Better Account Management - allowing the user to change its data (email, profile photo...)
• Better Stats - add more complex & interesting stats
• & much more...

🔰 Getting Started

Here you can find the full documentation on the first steps to get started.

🙋‍♂️ Contributing

This was never meant to be anything other than a little passion project of mine. However, if you're interested in taking this project and make it your own or add something to it, you're more than welcome to do so. Just get in touch :)

📦 Dependencies

Web

• MaterializeCSS
• Simple MonthPicker
• DataTables
• Chart.js
• CSSLoader
• Moment.js
• i18next
• Emoji Picker Element

myfin's Issues

Fix: remove x/y axis from dashboard charts

Budget details: Wrong planned amount calculations when budget is closed

Fix: Clipboard read permission prompt not showing up

Invest: add single asset lines to patrimony evolution line chart

Fix: Projections chart error

/stats/stats/monthly-patrimony-projections

 "error": {
        "type": "SERVER_ERROR",
        "description": "ERROR: Trying to access array offset on value of type bool on line 152 in file \/var\/www\/myfin.afaneca.com\/html\/myfin\/api\/public\/controllers.autoload\/Stats.php."
    }

Fix: API error when auto-filling fields by description

Dashboard: income & expenses distribution charts wrongly accounting for transfers

Fix: Dashboard - make charts more responsive

Fix: wrong ROI calculations for some assets with trx from previous years

Fix: budgets list in stats API error

Web: migrate to ES6 modules

API: Add phinx for database migrations support

Tech Notes

First step should be creating the initial schema configuration (hopefully should be able to use the migrations generator for that?).

References

• Official Docs
• Phynx Migrations Generator

Trxs: add lazy loading pagination

Load new transactions only when next page is requested.
Should already be supported by the API, since it's already being used by the mobile app.

Migrate MaterializeCSS to community version

Migrate from
https://cdnjs.cloudflare.com/ajax/libs/materialize/1.0.0/js/materialize.min.js
https://cdnjs.cloudflare.com/ajax/libs/materialize/1.0.0/css/materialize.min.css
to
https://cdn.jsdelivr.net/npm/@materializecss/[email protected]/dist/js/materialize.min.js
https://cdn.jsdelivr.net/npm/@materializecss/[email protected]/dist/css/materialize.min.css

Budgets: remove investment accounts expenses/income from calculations

Only allow for transfers to be part of the calcs.

Ex:

• Transfer from checking account to investment account: include in calcs ✔️
• Monthly valuation updates (added as income/expense transactions): don't include ❌

Stats: add final balance (operating funds only) column to patrimony evolution projection table

Fix: essential checkbox not showing for some items when importing transactions

Checkbox not showing for items originally marked as expenses.

Fix: Dashboard - charts with wrong scale

Invest: Summary ROI values are wrongly calculated when there are withdrawals

Fix: Recalculate balance utility method error

/accounts/recalculate-balance/all

{
    "statusCode": 500,
    "error": {
        "type": "SERVER_ERROR",
        "description": "ERROR: Trying to access array offset on value of type bool on line 457 in file \/var\/www\/{...}\/html\/myfin\/api\/public\/controllers.autoload\/models\/AccountModel.php."
    }
}

Fix: wrong ROI calculations after selling asset

v1.7.0

Fix: Add transaction auto-fill by description not working when rule has other field matchers

Fix: Budget - category transactions not working correctly

Endpoint:
/trxs/inMonthAndCategory?month=9&year=2022&cat_id=20&type=I&_=16

Sometimes, it doesn't return the correct transactions list.

Fix: Profile - recalculate all balances error

Uncaught ReferenceError: Profile is not defined
    at HTMLAnchorElement.onclick (myfin.html:1:1)

Invest: add current year roi for each asset in investment reports

Add button to auto-fill all fields given a description when adding single transaction

API: add endpoint to allow for planned category budget values to be updated individually

Dashboard: limit pie charts legend to show only the biggest 5 items

This codepen might be useful.

Dashboard: income & expenses charts not showing up if current month has not transactions (when switching to a diff month)

Budget: order by amount distinctly for income & expenses

Transactions: only show essential checkbox when is expense

Budget: change UI to maximize readability of categories list

• Try different text color for category name of categories with zero planned amount
• Experiment with hiding the progress bar (might lead to alignment issues with the opposite column)
• Try minimizing height the progress bars (maybe remove redundant text inside them?)

UI/Theming Tweaks

Fix: Trxs list - load all trxs link not working

Fix: Stats - charts unresponsive

Happens in income/expenses distribution charts only.

Fix: wrong snapshot calculations when editing transaction with inactive account

Trxs: allow for full transactions search & pagination

Provide input field that allows to search a specific query through all of the user's transactions in record and not only the already loaded ones.
Also integrate pagination into transactions list on the web frontend.

Analyze if it makes sense to keep instant search (current implementation - simply filters through all already loaded items) and full search as independent options.

• implement API endpoint
• implement web interface
• connect the dots
• finishing touches

Fix: wrong balance snapshot calculations

Last balance snapshot calculation not currently accounting for year/month variations.

Update API dependencies

• PHP required version (^7.1 => ^7.4)
• slim/Psr7: (0.5 => 1.5)
• cakephp/core (4.4.3 => 4.4.4)
• cakephp/database (4.4.3 => 4.4.4)
• cakephp/datasource (4.4.3 => 4.4.4)
• cakephp/utility (4.4.3 => 4.4.4)
• odan/phinx-migrations-generator (5.5.0 => 5.6.0)

Fix: Trx - Add & Auto-categorize buttons not working

Transactions.autoCategorizeButtonClicked()

Uncaught ReferenceError: Transactions is not defined
    at HTMLAnchorElement.onclick (myfin.html:1:1)
onclick @ myfin.html:1

Trx: Add "essential" attribute to transactions

• Add input to Add Transaction Form
• Add input to Edit Transaction Form
• Add input to Import Transaction Flow
• Add input to Add Rule Form
• Add input to Edit Rule Form
• Add visual queue to transactions list
• Add essential trx expenses info to budget details

Budget: 1-click insert of emojis and separators for description input

Custom clipboard show show above the description textarea and only be visible when the input has focus.

• Consider using PicMo for picker and then manually implement 1-click insert for line separators.
• Insert the selected element at current cursor position in textarea (possible implementation)

Fix: wrong collation for phinx initial migration file

Change from utf8mb4_0900_ai_ci to utf8mb4_generic_ci

Dashboard: Add leading zeroes to datetime format of last updated timestamp

Change from:
4/9/2022 12:4:6
to
04/09/2022 12:40:60

Trxs: Add custom filters to transactions list

Filter by:

• Date
• Account (differentiate between to/from?)

Might be useful:

• DataTables - Custom toolbar elements

Trxs: keep current position and search query after updating or deleting transaction

Add set of custom icons for accounts & categories

Could be simple squares with a background color and a foreground icon.

API: allow for categories and entities to be removed seamlessly

When removing a category or entities, related transactions should be updated and respective category/entity field should be set to null.

• ON DELETE SET NULL to Categories table
• ON DELETE SET NULL to Entities table

Invest: "Total Invested" value not accounting for withdrawals