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Persoanl Accountant

Purpose

Are you tired of all these fin tech apps... Me too!
They all make promises about budgeting, connect with your bank etc.
I have tried these app and although they can provide some powerful tools I find them over engineered.
Personal Accountant brings a little vanilla back into the mix allowing users to create a General ledger,
import bank statements, catagorize transactions, and see an income statement.

MVP Complete

Features:

  • GL Accounts (CRUD)
  • Transactions (CRUD)
  • Import a CSV with Transactions
  • Generate an income statement
  • Export transaction data

Future Improvement:

  • Inline updating for transactions
  • Updating UI to have more styles
  • Adding a filters for transaction dates

Tech Used

  • Ruby 2.7
  • Rails 7

About

Creating a personal general ledger for budgeting

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