linuxserver / budge Goto Github PK

Hello! If possible, it'd be great to allow for negative envelope balances to rollover to the next month. The common use case is a friend or employer paying you back in a month after the money was debited.

Snapshot of how a different app handles this:

Potentially, this can be an 'advanced feature' use at your own risk.

Thanks!

When running This command:
curl -k -X GET "https://[IP]:6443/api/budgets" -H "accept: application/json" -H "Authorization: Bearer <key>"

It gives me this error:
{"message":"Something went wrong!"}

No other endpoints are available, as well, even when adding the Auth Header at the /login endpoint.

Hey!

I'd like to build a mobile app using budge as a backend, I've noticed swagger should generate the documentation at /docs, but if I try to access it I can only see the react frontend and cannot access the swagger documentation.

Any tips?

Since this seems to be the first issue, hopefully it is taken kindly. It doesn't seem a line item can be deleted. I changed the original "Expenses" to "Shopping", and renamed the line items but I only need two in the Shopping category so I wanted to delete the last item.

I think created another line as a test and same thing happened so there are two blank lines that I am trying to delete.

This project has potential as I am looking for a YNAB alternative and this is pretty close.

Im running the "budge"-container on an Ubuntu Server, with Docker.

I'm using the recommended docker compose file, where I adjusted the volumes folder for host side, and the ports for host side:

services:
  budge:
    image: lscr.io/linuxserver/budge:latest
    container_name: budge
    environment:
      - PUID=1000
      - PGID=1000
      - TZ=Etc/UTC
    volumes:
      - /docker/budge:/config
    ports:
      - 88:80
      - 444:443
    restart: unless-stopped

I open the interface both with firefox and with google chrome, (https://serverip:444), and nothing happens when I press the "create account"-button

I am requesting the ability to quickly and easily move money between categories, i.e if i have $50 in MISC but I want to move that $50 to my groceries. It would be nice to just click on the balance and move a variable amount to another category.

It would be neat to be able to change currency so that we who use something that's not $ can have it a little bit more correct.

List of currencies as en axample:
https://www.fao.org/3/bt976e/bt976e.pdf

Could you add the ability to set when a month starts. I get paid monthly on the 15th, this is when I do my budget (currently with everypocket, use to use YNAB). I pretty much give up on this past the end of the month then the 15th rolls around I clear my history and start afresh each month.

If I could set when a month started, I wouldn't need to clear stuff and eg if I put in a transaction for the 10th it would be counted against the budget from the 15th of last month and not the budget for this month.

Expected Behavior

After adding a credit card with a current balance, it should show in the budget so I can allocate funds to it.

Current Behavior

Instead it does not appear until you make a transaction on that card. Even if it has a balance.

Steps to Reproduce

1. Add a credit card
2. Set its balance

Environment

OS:
CPU architecture: x86_64/arm32/arm64
How docker service was installed:

Installed on unraid using the App Store.

Command used to create docker container (run/create/compose/screenshot)

Docker logs

Some columns have long values (e.g. payee/memo). Would be nice if the columns are resizable.

When adding manual transactions, I am only able to enter whole numbers, no "cents" (USD in my case)

Hi, I am running 0.0.8 via Docker and I am not be able to enter a value into the "Budgeted" column of my envelope. It always reverts back to 0.

• Click a field in the "budgeted" column
• Changes to an input field with "0"
• Typing "50" + ENTER
• Changes back to normal text and showing "0"

Settings changed from default: Currency set to EUR
Browser: Edge and Firefox
Running via Docker:

version: "2.1"
services:
  budge:
    image: lscr.io/linuxserver/budge:latest
    container_name: budge
    environment:
      - PUID=1000
      - PGID=1000
      - TZ=Europe/Berlin
    volumes:
      - ./config:/config
    ports:
      - 7080:80
      - 7443:443
    restart: unless-stopped

Curently anyone can create account at public exposed instances. There should be a way to disable registration to only allow access for example family members.

running the docker version, there is impossible to create new account, change email and password.

Using mintable you can fetch all tx from Plaid and export to a single csv file. All accounts you linked are in this file. YNAB allows you to import this single file and map to accounts. It would be helpful in the future if we could import multiple accounts worth of data from a single csv.

Create envelop group, call it "Everyday Expenses".
Create envelop "Spending Money".
Create envelop "Fuel".
Create envelop "Clothing".

Click and drag any of the envelops to try to rearrange it inside the envelop group.

Rearranging works--it's now sorted differently. However, when clicking on the envelop, the display name doesn't match the stored name.

See images for better explanation.

Let me know what other details you need and I'll try to supply them.

The .csv I exported from my bank can't be imported. After creating a bank account and clicking the import button I can select a .csv file I generated from my bank but after clicking Open in the selection pop-up I'm returned to the import landing wich is shown after clicking the import button..

Using a Dutch bank account. Maybe the issue occurs because the currency difference? Allready upvoted the adding of currency selection :)

Adding a REST API by utilizing the Envelopes as Objects, and endpoints to import CSVs, Export CSVs, POST Transactions, and whatnot.

This could also be useful, for maybe down the road, extending it to utilize the Plaid API Like this for Firefly III:

https://gitlab.com/GeorgeHahn/firefly-plaid-connector

When I access [IP]:[PORT]/api/docs/ in 2 different web browsers (Chrome and Chromium based), tab says Swagger UI. but takes me to a complete blank screen.

Hi, I am running 0.0.8 via Docker and I am not be able to see that a trasaction has any influence on my envelope.

• Created a envelope "A"
• Created a transaction "-50" for "A" for 6/6/2022 (or any other month)
• Cleared the transaction
• Viewing envelopes
• The Transaction does not show up (no matter what month I select)

Expected:

• Envelope "A" should show "-50" as activity

Settings changed from default: Currency set to EUR
Browser: Edge and Firefox
Running via Docker:

version: "2.1"
services:
  budge:
    image: lscr.io/linuxserver/budge:latest
    container_name: budge
    environment:
      - PUID=1000
      - PGID=1000
      - TZ=Europe/Berlin
    volumes:
      - ./config:/config
    ports:
      - 7080:80
      - 7443:443
    restart: unless-stopped

When I drag in Firefox, it shows a RED (/) sign (like a no walking sign). When I drag in Safari, it shows an image of the sidebar. I am attaching this image.

Further, I am unable to drag accounts up, only down. So if I want #2 to be number one, I cannot drag 2 to 1, I need to drag 1 to 2.

Expected Behavior

Ideally, dragging should let us hold the line item that we are dragging so we can see where we are re arranging it too.

User should be able to drag up and down.

Current Behavior

Odd behavior and weird images when dragging

Steps to Reproduce

1. Drag accounts to reorder in sidebar menu

Environment

OS:
CPU architecture: x86_64/arm32/arm64
How docker service was installed:

Command used to create docker container (run/create/compose/screenshot)

Docker logs

(Previously had a screenshot here but would prefer not to share due to sensitive financial info.

It would be helpful to implement split transaction support for multiple categories and/or payees. This would help with debt payments (where some is interest and some is a transfer), or purchases at stores where there is a single transaction with multiple categories (i.e. buying groceries, a screwdriver, and a TV at Target).

Discovered that if I try to move money from my Checking Account to an Off Budget Account with a negative balance (in this case, a student loan account) to simulate paying off some of the loan, it shows up in the associated category as a positive transaction, which seems odd because in this case, money is leaving my budget.

If I then try to delete the transaction, the credit to that category is doubled, instead of removed. The result is a net change to the total value of the envelope equal to twice the original transfer amount, with no associated transaction.

I created my first account, a credit card, and forget to set a negative balance. I can't delete it or change the initial balance. I know the backend logic for deleting an account is not as simple as deleting a single row in the DB though.

It's probably in the same water as #1 :)

Posting here so we can keep track when there are developments on that end - or in case I missed an obvious thing 😆

this looks great, and I'm currently trying to figure out the best app to use.

are recurring events on the road map?

• i get paid on a bi-weekly basis, so the dates can't be set to monthly
• allowance to kids is every friday
• rent is paid on the 3rd of each month
• internet bill is paid on the 7th..
• etc...
  you should be able to set the account/amount/envelope.
• or maybe select a transaction and make it a recurring debt/deposit?

the other request is kind of me just being a lazy bones

• i can't remember to put the (-) when i spend money
  when entering information in the transaction could there be 2 columns at the end?
  the first column could be for debt (maybe the input could be red) then the last column would be for deposit (green?)

also: dynamic left menu? instead of click to expand/collapse, a pin to keep it there otherwise collapses itself until mouse hover/over?

OFX and it's derivatives like QFX are common standards which contain much more metadata about transactions than (most) csv files do, which are highly dependent on what the company decided to export. Support for OFX/QFX transactions would substantially reduce the adoption barrier of this tool.

OFX docs https://financialdataexchange.org/FDX/About/OFX-Work-Group.aspx