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6. Simple Budget Web Application

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Aft edited this page May 22, 2024 · 3 revisions

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Simple Budget Web Application

The Simple Budget Web Application in smartMoney provides an easy-to-use interface for viewing specific budgets and tracking withdrawals and deposits. It is perfect for sharing accounts with others, such as a spouse or roommate, or for monitoring home expenses without sharing FireFly-III admin credentials.

Overview

This web application is designed to help you track budgets and related transactions without replacing the full UI of FireFly-III. It focuses on displaying budget information and sending alerts for transactions related to those budgets.

IMG_2867

Key Features

  1. View Budgets:

    • Access a simple interface to view specific budgets and their statuses.

  2. Track Transactions:

    • Monitor withdrawals and deposits related to your budgets.

  3. Share Access:

    • Share budget information with others (e.g., spouse, roommate) without giving them full access to FireFly-III admin credentials.

  4. Receive Alerts:

    • Get alerts for transactions related to your budgets, helping you stay informed about your spending.

Setting Up the Simple Budget Web Application

  1. Create user

    • Set up user accounts for those who need access to the budget information(e.g., spouse, roommate) and assign budgets to it from admin dashboard.

  2. User Access:

  3. Make sure to enable Web Push if you need push notification in .env*

Configure the VAPID keys for web push notifications: Generate the VAPID keys (required for browser authentication) with:

php artisan webpush:vapid

Using the Web Application

Viewing Budgets

  • Log in to the web application to access the budget overview.
  • Each budget displays the current balance, total deposits, and total withdrawals.

Tracking Transactions

  • Select a budget to view detailed transaction lists.
  • Transactions are categorized as deposits or withdrawals, showing amounts and dates.

By utilizing the Simple Budget Web Application, you can effectively manage and track your budgets, share financial information with trusted individuals, and stay informed about transactions related to your budgets without compromising security.

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