AMP¶ ↑

A personal assistant web app aka my first Ruby adventure.

Initial Goals¶ ↑

Financial¶ ↑

1. Connect to banking institutions using OFX standard <www.ofx.net/> via the “OFX for Ruby” fork <github.com/baconpat/ofx_for_ruby> from Patrick Bacon

2. Store the banking transactions received through the OFX connection.

3. Graph the banking transactions stored in the database.

4. Store single and reoccurring bills.

5. Create a register for pending transactions.

6. Send notifications based on user defined conditions via email and sms.

Future Goals¶ ↑

Miscellaneous¶ ↑

1. Allow user to store and categorize documents.

2. Create API for a possible mobile app.

Technology¶ ↑

1. Ruby on Rails <rubyonrails.org/>

2. “OFX for Ruby” fork <github.com/baconpat/ofx_for_ruby>

3. MySQL <www.mysql.com/>

Reference Information¶ ↑

OFX connection list <moneydance.com/synch/moneydance/fi2004.dict>