bookkeeping

Bookkeeping is a highly opinionated private household management tool. It uses Postgres as a storage backend and FinTS to synchronize bank account balances and transactions as well as Auth0 to handle sign ins and auth.

Refresh access to FinTS

Depending on your bank, refreshing access sometimes require to login into another app they provide and run node ace fints afterward to resync. Integration may not work with every bank, you may need to tweak settings as FinTS is a rather obscure protocol. Please have a look at the fints fork.

Building it

npm run build

and deploy the build folder to your production environment and run node ace migration:run followed by node server.js from it.

Docker

docker build -t domnikl/bookkeeping . --network host

Fetching balances and transactions from FinTS will run on a schedule, but if you need to do it manually, run the following command:

node ace fints

Development

docker-compose up -d # to start local DB server
npm run dev