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@@ -4,217 +4,152 @@ A Telegram Bot to track your expenses. | |
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| ## Description | ||
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| `Expense Tracker Bot` is a Telegram Bot to track your expenses. It is built using [Go](https://golang.org/) and [Postgres](https://www.postgresql.org/). | ||
| `Expense Tracker Bot` is a Telegram Bot to track your daily transactions. | ||
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| It's currently supporting a single user. By default, the user is [masudur-rahman](https://t.me/masudur_rahman). | ||
| The `Expense Tracker Bot` is now available for public use. | ||
| To use this bot, go to Telegram and search for [@XpenseTrackerBot](https://t.me/XpenseTrackerBot) | ||
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| ## Features | ||
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| ## Requirements | ||
| - **Expense Tracking**: Keep track of your daily expenses, income, and balance transfers between accounts. | ||
| - **Flexible Input**: Add transactions interactively by selecting options or simply send a text describing your transaction. | ||
| - **Lending and Borrowing**: Track lendings and borrowings with other individuals. | ||
| - **Transaction Summary**: Retrieve transaction summaries based on type, category, or subcategory for your preferred duration. | ||
| - **Transaction Reports**: Generate transaction reports in PDF format for your chosen duration. | ||
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| ### Telegram Bot | ||
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| 1. Create a new bot using [BotFather](https://t.me/botfather). | ||
| - Use `/newbot` command to create a new bot. | ||
| - Use `/setname` command to set a name for the bot. | ||
| - Use `/setdescription` command to set a description for the bot. | ||
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| 2. Set commands for the bot using `/setcommands` command. | ||
| ``` | ||
| new - Add new Transaction, Account or User | ||
| newtxn - Add new transaction | ||
| user - List persons involved in some loan/borrow with the system user | ||
| balance - List Account Balance | ||
| expense - Fetch Expense of Current month | ||
| summary - Transaction summary of current month | ||
| allsummary - Transaction summary based on Type, Category, Subcategory | ||
| report - Transaction Report | ||
| cat - List Transaction categories | ||
| sync - Sync local SQLite db file to Google Drive | ||
| ``` | ||
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| 3. Create a Token for the bot. | ||
| - Use `/token` command to get the bot token. | ||
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| #### Telegram Bot Creation Demo | ||
| https://github.com/masudur-rahman/expense-tracker-bot/assets/13915755/bc74ec7a-b243-4faa-a07b-31ebe2260264 | ||
| ## Usage | ||
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| ### Database Setup | ||
| Once you are inside the bot inbox, press `Start` button to start using the Tracker Bot. | ||
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| #### SQLite (Default) | ||
| Before you start tracking your expenses | ||
| - Add accounts like `cash`, `brac`, `ebl` etc | ||
| - Command `/new` => Account => Type (Cash or Bank) | ||
| - Reply with account details (`cash "Cash in Hand"`, `ebl EBL` etc) | ||
| - Add some debtors/creditors with whom you are financially involved | ||
| - Command `/new` => DebtorsCreditors | ||
| - Reply with the person details (`john "John Doe" [email protected]`) | ||
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| By default, the application uses SQLite as its database, requiring no additional setup. | ||
| ### Track your Transactions | ||
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| #### PostgreSQL (Optional) | ||
| #### Interactively | ||
| To track your transactions interactively, send `/newtxn` command and follow the on-display suggestions. | ||
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| If you prefer to use PostgreSQL, follow these steps: | ||
| #### Regular Text Message | ||
| You also can add new transaction by sending a regular text message. | ||
| You just need to mention | ||
| - what you did | ||
| - how much did it cost | ||
| - when you did it | ||
| - affected accounts | ||
| - affected persons in case of loan/borrow | ||
| - remarks | ||
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| ##### Local Setup | ||
| and the bot will take care of the rest | ||
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| 1. Install PostgreSQL using [Homebrew](https://brew.sh/): | ||
| ```bash | ||
| brew update | ||
| brew install postgresql | ||
| brew services start postgresql | ||
| ``` | ||
| ##### Obviously you need to follow some rules while adding transactions via text messages. | ||
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| 2. Create a superuser named `postgres` with password `postgres`: | ||
| ```bash | ||
| psql postgres -c "CREATE USER postgres WITH SUPERUSER PASSWORD 'postgres';" | ||
| ``` | ||
| Message needs to be in key/value pairs, like: | ||
| - {action} {amount} | ||
| - for {txn subcategory} // the subcategory must match the allowed subcategory | ||
| - {from/to} {account} // default cash | ||
| - {from/to} {debtor/creditor} // in case of lending/borrowing | ||
| - on {date} // "DD-MM-YYY", "YYYY-MM-DD", "MMM DD, YYYY", today, tomorrow, yesterday [default today] | ||
| - at {time} // midnight, morning, noon, afternoon, evening, night and also different time formats [default now] | ||
| - note {remarks} | ||
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| 3. Create a new database named `expense`: | ||
| ```bash | ||
| psql -u postgres -c "CREATE DATABASE expense;" | ||
| ``` | ||
| These key/value pairs can appear in any order | ||
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| ## Google Drive Access (Optional) | ||
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| If you want to back up your SQLite database to Google Drive regularly, follow these steps: | ||
| Some example text for adding a new transaction: | ||
| ``` | ||
| - transferred 2000 from brac to dbbl on 2020-01-01 note "Bill payment" | ||
| - spent 1000 for food-rest on "Jan 13, 2013" from dbbl note "Lunch" | ||
| - earn 5000 to brac on 20-01-2023 note "Salary" | ||
| - borrow 1000 from user to brac on 2020-01-01 | ||
| - return 1000 to user from brac on 2020-01-01 | ||
| - lend 1000 to user from brac on 2020-01-01 | ||
| - recover 1000 from user to brac on 2020-01-01 | ||
| ``` | ||
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| 1. [Create a Google Project](https://console.cloud.google.com/projectcreate) (if not already created). | ||
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| 2. [Create a Service account](https://console.cloud.google.com/iam-admin/serviceaccounts/create) named `expense-tracker` and download a service account JSON key. | ||
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| 3. [Enable the Google Drive API](https://console.cloud.google.com/apis/library/drive.googleapis.com) for your project. | ||
| 4. On Google Drive: | ||
| - Create a folder named `.expense-tracker`. | ||
| - Share this folder with the service account (`expense-tracker@<project-id>.iam.gserviceaccount.com`) and grant it "Editor" permission. | ||
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| ## Installation and Running | ||
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| ### Local Setup | ||
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| 1. Clone the repository: | ||
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| ```bash | ||
| mkdir -p $GOPATH/src/github.com/masudur-rahman | ||
| cd $GOPATH/src/github.com/masudur-rahman | ||
| git clone [email protected]:masudur-rahman/expense-tracker-bot.git | ||
| ``` | ||
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| 2. Update the configuration file (`configs/.expense-tracker.yaml`) as needed. You can modify the Telegram user and specify the database type. | ||
| ```bash | ||
| telegram: | ||
| user: masudur_rahman | ||
| database: | ||
| type: sqlite | ||
| ``` | ||
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| 3. Export required environment variables: | ||
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| ```bash | ||
| export TELEGRAM_BOT_TOKEN=<TELEGRAM_BOT_TOKEN> | ||
| ``` | ||
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| If backing up to Google Drive: | ||
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| ```bash | ||
| export GOOGLE_APPLICATION_CREDENTIALS=$HOME/Downloads/service-account-key.json | ||
| ``` | ||
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| 4. Run the server: | ||
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| ```bash | ||
| make run | ||
| ``` | ||
| ### Docker Setup | ||
| - Write configuration file | ||
| ```shell | ||
| mkdir -p $HOME/.expense-tracker/configs | ||
| echo ' | ||
| telegram: | ||
| user: masudur_rahman | ||
| database: | ||
| type: sqlite | ||
| ' > $HOME/.expense-tracker/configs/.expense-tracker.yaml | ||
| ``` | ||
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| - Run Expense Tracker Bot | ||
| ```shell | ||
| docker run -v $HOME/.expense-tracker/configs:/configs \ | ||
| -v $HOME/.expense-tracker:/.expense-tracker \ | ||
| -e TELEGRAM_BOT_TOKEN=<TELEGRAM_BOT_TOKEN> \ | ||
| ghcr.io/masudur-rahman/expense-tracker-bot:v1.0.0 serve | ||
| ``` | ||
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| ### Back4App Setup | ||
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| 1. Create a new app on [Back4App](https://www.back4app.com/). | ||
| 2. Connect your app to a GitHub repository. | ||
| 3. Set the environment variables to the `Settings.Environment Variables` section. | ||
| 4. Restart the server. | ||
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| ### Production Environment (Kubernetes) | ||
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| To deploy `Expense Tracker Bot` application in production environment, the preferred way is through Helm Chart. Checkout more [here](https://github.com/masudur-rahman/helm-charts/tree/main/charts/expense-tracker-bot). | ||
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| - First you need to add the repo for the helm chart. | ||
| ```bash | ||
| helm repo add masud https://masudur-rahman.github.io/helm-charts/stable | ||
| helm repo update | ||
| helm search repo masud/expense-tracker-bot | ||
| ``` | ||
| - Install the chart | ||
| - For installing just with SQLite database (without Google Drive backup) | ||
| ```bash | ||
| helm upgrade --install expense-tracker-bot masud/expense-tracker-bot -n demo \ | ||
| --create-namespace \ | ||
| --set telegram.token=<TELEGRAM_BOT_TOKEN> \ | ||
| --set telegram.user=<TELEGRAM_USERNAME> | ||
| ``` | ||
| - SQLite with Google Drive backup | ||
| ```bash | ||
| helm upgrade --install expense-tracker-bot masud/expense-tracker-bot -n demo \ | ||
| --create-namespace \ | ||
| --set telegram.token=<TELEGRAM_BOT_TOKEN> \ | ||
| --set telegram.user=<TELEGRAM_USERNAME> \ | ||
| --set database.sqlite.syncToDrive=true \ | ||
| --set-file googleCredJson=<GOOGLE-SVC-ACCOUNT-JSON-FILEPATH> | ||
| ``` | ||
| - Postgres database | ||
| ```bash | ||
| helm upgrade --install expense-tracker-bot masud/expense-tracker-bot -n demo \ | ||
| --create-namespace \ | ||
| --set telegram.token=<TELEGRAM_BOT_TOKEN> \ | ||
| --set telegram.user=<TELEGRAM_USERNAME> \ | ||
| --set database.type=postgres \ | ||
| --set database.deploy=true # set to false if you want to use external database | ||
| # --set database.postgres.user=<POSTGRES_USER> \ | ||
| # --set database.postgres.password=<POSTGRES_PASSWORD> \ | ||
| # --set database.postgres.db=<POSTGRES_DB> \ | ||
| # --set database.postgres.host=<POSTGRES_HOST> \ | ||
| # --set database.postgres.port=<POSTGRES_PORT> \ | ||
| # --set database.postgres.sslmode=<POSTGRES_SSL_MODE> | ||
| ``` | ||
| - Verify Installation | ||
| To check if `Expense Tracker Bot` is installed, run the following command: | ||
| ```bash | ||
| $ kubectl get pods -n demo -l "app.kubernetes.io/instance=expense-tracker-bot" | ||
| NAME READY STATUS RESTARTS AGE | ||
| expense-tracker-bot-7989d96fcc-b4smq 1/1 Running 2 (30s ago) 31s | ||
| expense-tracker-bot-postgres-55dcb67965-95r7g 1/1 Running 0 31s | ||
| ``` | ||
| <details> | ||
| <summary>Expand to see the Allowed Transaction Subcategory list</summary> | ||
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| ``` | ||
| Food (food): | ||
| - Restaurants (food-rest) | ||
| - Groceries (food-groc) | ||
| - Takeout (food-take) | ||
| - Snacks (food-snack) | ||
| - Fruits (food-fruit) | ||
| - Beverages (food-bev) | ||
| Housing (house): | ||
| - Rent (house-rent) | ||
| - Utilities (house-util) | ||
| - Furniture (house-furn) | ||
| - Electronics (house-elec) | ||
| - Real State (house-real) | ||
| Entertainment (ent): | ||
| - Movies (ent-movie) | ||
| - Subscription (ent-sub) | ||
| - Recreation (ent-rec) | ||
| - Books (ent-books) | ||
| Personal Care (pc): | ||
| - Salon (pc-salon) | ||
| - Toiletries (pc-toilet) | ||
| - Gym (pc-gym) | ||
| - Clothing (pc-cloth) | ||
| - Health (pc-health) | ||
| - Medicine (pc-med) | ||
| Travel (trv): | ||
| - Accommodation (trv-accom) | ||
| - Dining (trv-dine) | ||
| - Sightseeing (trv-sight) | ||
| - Transportation (trv-trans) | ||
| - Gifts (trv-gift) | ||
| Financial (fin): | ||
| - Salary (fin-sal) | ||
| - Deposit (fin-deposit) | ||
| - Withdraw (fin-with) | ||
| - DPS (fin-dps) | ||
| - Credit Card Payment (fin-ccpay) | ||
| - Bank Transfer (fin-bank) | ||
| - Loan (fin-loan) | ||
| - Loan Recovery (fin-recover) | ||
| - Borrow (fin-borrow) | ||
| - Borrow Return (fin-return) | ||
| - Tax (fin-tax) | ||
| - Charges (fin-charge) | ||
| - Mobile Recharge (fin-flexi) | ||
| Miscellaneous (misc): | ||
| - Initial Amount (misc-init) | ||
| - Giveaway (misc-give) | ||
| - Miscellaneous (misc-misc) | ||
| ``` | ||
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| ## Usage | ||
| </details> | ||
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| ### Telegram Bot | ||
| You always can send `/cat` command to list the subcategory | ||
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| Available commands: | ||
| ### Available commands: | ||
| - `/new` - Add new Transaction, Account or User | ||
| - `user` - Add new user | ||
| - `account` - Add new account (Cash, Bank) | ||
| - `DebtorsCreditors` - Add new debtor or creditors | ||
| - `Account` - Add new account (Cash, Bank) | ||
| - i.e: `brac "BRAC Bank"` | ||
| - `txn` - Add new transaction | ||
| - through some flags | ||
| - i.e: `<amount> -t=<type> -s=<subcat> -f=<src> -d=<dst> -u=<user> -r=<remarks>` | ||
| - i.e: `cash "Cash in Hand"` | ||
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| [//]: # ( - `txn` - Add new transaction) | ||
| [//]: # ( - through some flags) | ||
| [//]: # ( - i.e: `<amount> -t=<type> -s=<subcat> -f=<src> -d=<dst> -u=<user> -r=<remarks>`) | ||
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| - `/newtxn` - Add new transaction | ||
| - Add a new transaction through a series of callback queries. | ||
| - `/user` - List users | ||
| - `/users` - List users | ||
| - list all the persons involved in some loan/borrow with the system user | ||
| - `/balance` - List Account Balance | ||
| - list all the registered accounts and their balance | ||
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| - `/cat` - List Transaction categories | ||
| - list all the registered categories | ||
| - by selecting a category, list all the registered subcategories of that category | ||
| - `/help` - Show Usage page | ||
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| #### More importantly you can add a new transaction just by sending a regular text message | ||
| You just need to mention | ||
| - what you did | ||
| - when you did | ||
| - how much did it cost | ||
| - affected accounts | ||
| - affected persons in case of loan/borrow | ||
| - remarks | ||
|
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| and the bot will take care of the rest | ||
|
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| Some example text for adding a new transaction: | ||
| ``` | ||
| - transferred 2000 from brac to dbbl on 2020-01-01 note "Bill payment" | ||
| - spent 1000 for food-rest on "Jan 13, 2013" from dbbl note "Lunch" | ||
| - earn 5000 to brac on 20-01-2023 note "Salary" | ||
| - borrow 1000 from user to brac on 2020-01-01 | ||
| - return 1000 to user from brac on 2020-01-01 | ||
| - lend 1000 to user from brac on 2020-01-01 | ||
| - recover 1000 from user to brac on 2020-01-01 | ||
| ``` | ||
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| ## Live Demonstration | ||
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| https://github.com/masudur-rahman/expense-tracker-bot/assets/13915755/83db45c8-1e84-473e-8d58-cda6ef8cc6ef | ||
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| ## Future Work | ||
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@@ -263,3 +179,11 @@ A list of possible future work: | |
| - [ ] Add support for undoing a transaction | ||
| - [ ] Add Database backup and restore support | ||
| - [ ] Add support for multiple users | ||
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| ## Self Hosting | ||
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| If you want to host your own `Expense Tracker Bot`, refer to the [self-hosting](./docs-selfhost) doc page. | ||
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| ## Contacts | ||
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| Telegram - [masudur-rahman](https://t.me/masudur_rahman). | ||
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