maxim-mazurok/expenses

💰Expense tracker using Google Sheets 📉 as a storage written in React

Maxim Mazurok Fork log / todo list:

• Replaced @material with @material-ui
• Better categories:
  • Added icons and colors for "Tech", "Taxi" and "Education"
  • Add ability to set icons and colors from interface/google sheets
  • Make categories transaction type specific (i.e., I only spend on Groceries (except cash-back) and I only receive income from Salary)
• Multi-currency support (basic)
  • If account name does not contain (usd) in the name, it's considered to be UAH (₴) in interface
  • Additional changes made to my own spreadsheet, will publish later when it'll support more currencies
• Added REACT_APP_GOOGLE_CLIENT_ID environment variable support. Create your own app at console.cloud.google.com/apis
• Track income
  • Specify negative values in amount field (temporary workaround)
  • DO it the right way
• Track bank fees (as an optional field for transaction)
• Track transfers (in a one special? transaction)
• Tests
  • Fix existing tests (Cannot read property 'load' of undefined in window.gapi.load(...)
  • Unit tests
  • Integration tests
• Migrate to TS
  • All code now in TS
  • Add code style linter
• Fix standalone login on iOS by using pwacompat
• DB options
  • Use MongoDB for speed, flexibility and Decimal + typeorm + GraphQL + vesper
• Provide as a full SAAS solution
• Add true full offline support
• Implement user's onboarding on first start
  • At the end of it, there should be dedicated configure/login page
  • Handle no clientId or spreadsheetId edge case
  • Provide ability to set clientId and spreadsheetId from front-end (temporary)
  • Add nodejs/express function to save clientId and spreadsheetId from front-end to the backend .env file
• Display current and previous month expense/income on the dashboard
• Add window.gapi.auth2.getAuthInstance().signOut(); to the settings page (like in Telegram, for example)
• Load more transactions, as user scrolls (they are already loaded, just show them)
• One transaction can be done from multiple accounts (for example, paying for groceries and using some bonuses to cover part of the expense)
• Add dark theme
• Add lending/borrowing features
  • Let user link returned money transaction to loaned money transaction. Same for reimbursements. This is required to correctly check that all reimbursable payments were actually reimbursed. Current approach: add reimbursable expenses to reimbursable income and verify that it's zero. But this is not always the case (currency exchange rate changed, or I was reimbursed more than expected). Maybe, not only link them, but also have checkbox to manually resolve them.

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💰Expenses is a progressive web application on top of Google Sheets 📉 written in React ⚛️. It is only a static HTML that works great on mobile 📱 and can be deployed anywhere.

Check out the demo but please be considerate and don't break it for others.

It was inspired by the expense-manager by mitul45 and it uses the material web components and material icons.

Features

• Multiple accounts
  • Checking, savings, joint, etc.
• Categories
• Google Sheet as a backend
  • Great privacy and access control.
  • Don't share sensitive data with 3rd party.
  • Unlimited analysis up to your sheet skill.
• Works great on mobile
  • Progressive Web App. Loads quickly and works as a standalone app.
• Beautiful material design
  • Better than native ;)
• Recurring expenses
  • Totally doable with Zapier.
• Monthly summary
  • This month. Last month. You immediately know how you doing.

Get started

You will need a somewhat recent version of Node and a place to deploy static HTML under a custom domain (does not have to be top level). To get the full offline support with service workers you'll need HTTPS – CloudFlare works fine or you can use your own certificate.

1. make a copy of Expense Sheet to your drive File -> Make a copy...
2. note the id of your new sheet (it's part of the URL)
3. clone and build the app:

REACT_APP_SHEET_ID=<replace with your sheet id> npm run build

4. copy the content of build folder to your server

Recurring Expenses

Zapier is a service for connecting apps and automating your workflows. And it can be used to add recurring expenses with the Google Sheets Integrations.

Select a trigger – it could be every month, week, or based on anything else.

Use the Create Spreadsheet Row integration and select your expense sheet and fill it with the desired values. Easy.

Sharing

Adding another person (for example your partner) to the app is easy – you just give them access to the expense sheet in Google Sheets.

After that, they have the same access as you are and can add expenses through the same URL.