R Shiny Application for visualizing expenses and net worth.

Features

• Enter expenses (date, amount, account, category, notes)

• Visualize Spending by Date (Scatter plot and heatmap)

• Visualize Spending by Category (Scatter plot and heatmap)

• Enter value of each account

• Visualize the value of each account (Stacked Bar Plot)

• Manage categories, accounts, and account types

• Import CSV of Portfolio and Visualize (Bar and Treemap)

Usage

1. Start PostgreSQL server

2. Create database and tables

psql postgresuser
CREATE DATABASE databasename;
\c databasename postgresuser
\i init.sql

\l
\dt

3. Create config.yml

default:
  database_name: 'databasename'
  database_host: '127.0.0.1'
  database_port: 5432
  database_user: 'postgresuser'
  database_password: 'password'

4. Start Application