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A django app to import gnucash data for budgeting and reporting

Project description

[GNUCash]: http://www.gnucash.org

#Open Budget

Simple django-based personal budgeting app that uses [GNUCash][] sqlite data files.

#Motivation This project serves two main purposes:

  1. get data out of gnucash and into the django framework to allow for more flexible analysis eg: using the numpy maths library
  2. implement basic budget functionality to allow a flexible budgeted vs actual report

GNUCash 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.

#Status

  • basic structure implemented - a gnucash file can be used to import accounts, transactions and splits

#Installation

$ git clone git://github.com/evandavey/OpenBudget.git openbudget $ cd openbudget $ pip install -r requirements/development.txt

If fabric is installed:

$ fab development syncdb $ fab development migratedb

Otherwise:

$ ./manage.py syncdb –settings=openbudget.settings_local $ ./manage.py schemamigration openbudgetapp –settings=openbudget.settings_local

#Usage

##Running the server

If fabric is installed:

$ fab development runserver

Otherwise:

$ ./manage.py runserver 0.0.0.0:8080 –settings=openbudget.settings_local

Access the admin interface at: http://127.0.0.0.1:8080/admin/

##Importing a gnucash file

Save your GNUCash file as a sqlite3 file.

$ ./manage.py gnucash-import <gnucash sql file> –settings=openbudget.settings_local

##Creating 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 report

##The 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 months

# Dependencies

  • pip:

    $ easy_install pip

  • To use the fabfile and fab commands:

    $ pip install fabric

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