django-openbudget

A Django app to import gnucash data for budgeting and reporting
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  • License:
  • Creative Commons Att...
  • Price:
  • FREE
  • Publisher Name:
  • Evan Davey
  • Publisher web site:
  • https://github.com/evandavey/

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django-openbudget Description

django-openbudget is a simple Django-based personal budgeting app that uses GNUCash sqlite data files.MotivationThis project serves two main purposes:- get data out of gnucash and into the django framework to allow for more flexible analysis eg: using the numpy maths library- implement basic budget functionality to allow a flexible budgeted vs actual reportGNUCash works as a good tool for data entry and standard accounting reports like balance sheets and profit & loss. However, report customisation is overly complicated and the budget functionality poor. This project aims to address these issues.Installation git clone git://github.com/evandavey/OpenBudget.git openbudget $ cd openbudget $ pip install -r requirements/development.txtIf fabric is installed:fab development syncdb $ fab development migratedbOtherwise: ./manage.py syncdb --settings=openbudget.settings_local $ ./manage.py schemamigration openbudgetapp --settings=openbudget.settings_localUsageRunning the serverIf fabric is installed: fab development runserverOtherwise:./manage.py runserver 0.0.0.0:8080 --settings=openbudget.settings_localAccess the admin interface at: http://127.0.0.0.1:8080/admin/Importing a gnucash fileSave your GNUCash file as a sqlite3 file. ./manage.py gnucash-import < gnucash sql file > --settings=openbudget.settings_localCreating budgets- Access the admin interface at: http://127.0.0.0.1:8080/admin/ and create or edit AccountBudget objects.- Budgets are specified as a total value over a given period.- Total amounts will be spread daily over a given analysis period for reporting eg: a yearly budget value will be converted to 365 daily values which will then be multiplied by the number of days in a given month for a monthly reportThe Budget Report- Access at http://127.0.0.0.1:8080/openbudget/budget/< startdate >/< enddate >/< depth >/< freq > < startdate > and < enddate > specify the analysis period and should be in YYYYMMDD format- Depth specifies the depth of the account tree to report on.- Freq will define the analysis grouping. Use 'm' or monthly groups, 'q' for quarterly groups and 'y' for annual groups- For best results, the report should be produced over 6 periods eg: 6 years or 6 quarters or 6 monthsDependencies pip: easy_install pip To use the fabfile and fab commands:pip install fabricProduct's homepage


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