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yet another budget planning project, but that is going to be the best one. (Documentation)

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The Budget Project Docs version

A personal and family finance management tool designed to help users maintain healthy financial habits.

Overview

The Budget Project is a work-in-progress financial planning application that provides users with a clear understanding of their monthly spending capacity. By tracking income and expenses across different accounts, the system aims to guide individuals and families toward responsible and sustainable financial decision-making.

Goals

  • Empower users with situational awareness of their finances.
  • Clearly identify how much can be spent each month without financial harm.
  • Support detailed budget planning and tracking over time.
  • Manage income, expenses, transfers, and projected transactions.

Key Concepts

  • Accounting Cycle: A monthly cycle where income and outcomes are considered.
  • Transaction: Any movement of capital (expense, income, transfer).
  • Account Balance: Represents a source of capital (e.g., bank account, wallet).

For more definitions, see the Glossary.

Core Features (Planned)

  • User Authentication (Login, Logout, Password Recovery)
  • Account Balance Management (Create, Update, Disable)
  • Transaction Management (Income, Outcome, Sporadic, Periodic)
  • Transfers Between Accounts
  • Monthly Budget Prediction
  • Recurrent and Scheduled Transactions
  • Expression-Based Budget Calculations (like formulas in a spreadsheet)

Documentation


This project is open source and evolving iteratively. Contributions, ideas, and feedback are welcome!

License ๐Ÿ“„

This project is licensed under the Apache License 2.0.

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yet another budget planning project, but that is going to be the best one. (Documentation)

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