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PersonalFinance

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

Why another finance manager?

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 ;)

Note/Disclaimer

This tool is extremely tailored to my needs. It is also a spare time project and there are some open points. E.g. not all items are translated.

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.

A picture is worth a thousand words

Dashboard

Monthly Grid

Last half year tree

Full year tree

Chart

Settings Categories

Settings Rules

Installation

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.

sfMoney requires PHP 8.0 and Symfony 6. Run the following command to install it in your application:

$ composer install

The assets are installed via webpack. In order to build them you have to install the dependencies.

$ yarn install
$ yarn encore production

Setup database according your configuration. Setup tables.

$ bin/console doctrine:migrations:migrate

Start local webserver.

$ symfony server:start -d