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Budgery

Budgery is a self-hosted financial application for setting budgets, tracking expenses, and reaching financial goals. It uses the zero-based budgeting method.

Features

  • Self-hosted first, with support for single sign-on (SSO).
  • Multi-user with cooperation and data sharing.
  • Audit trail/history/append-only logging.
  • Easy reconciliation by keeping a time-based running total of accounts.
  • Zero-based budgeting - every dollar has a job and a label.
  • Imports from various systems (Bank CSV, OFX).

Installation

Set up a Python virtual environment with the necessary dependencies

python3 -m venv ve
source ve/bin/activate[.fish]
python3 -m pip install -e .

Running

Budgery uses uvicorn. You can run a server with:

uvicorn budgery.app:app --reload --port 10100

Testing

Tests require pytest and tox. tox will install pytest directly into its environment if you run it. Otherwise you can run all the tests with just py.test.