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MoneyMate

MoneyMate is a self-hosted personal finance manager. It uses the PHP FinTS/HBCI library (https://github.com/nemiah/phpFinTS) in order to fetch transactions.

Motivation

Back in 2017 I managed my finances within a spreadsheet. Soon I started the development of my personal finance manager tool because at this time I could not find any solution which meets my expectations and also as a software developer I was interested in creating my own solution ;)

MoneyMate is the successor to PersonalFinance (https://github.com/interose/PersonalFinance). The goal was to upgrade to the latest Symfony version while also gaining hands-on experience with new technologies like Stimulus, Turbo, and Tailwind by applying them in a practical project.

A big thank you to the SymfonyCasts team, and especially to Ryan Weaver!

Highcharts

This software uses the charting library from highcharts. Thanks to the highcharts team, this is really a great library. Easy to use with great flexibility. Please be aware that if you want to use this software commercially, you have to purchase a license.

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Todo

Getting Started

Copy the .env file to .env.local and configure your environment. In order to use the FinTs library you have to register your software. Please check phpFinTS for further information.

MoneyMate requires PHP 8.2 or higher, symfony 7.1 and a database (MySQL, MariaDB, PostgreSQL)

Run the follwing commands to install the vendor files, prepare the database and start the local server

$ make install 
$ make prepare-db
$ make run

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A self-hosted personal finance manager.

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