nummus-financial

A personal financial information aggregator and planning tool. Collects and categorizes transactions, manages budgets, tracks investments, calculates net worth, and predicts future performance.

Environment

List of dependencies for package to run.

Required

• nummus python modules
  • sqlalchemy
  • gevent
  • colorama
  • rapidfuzz
  • flask
  • flask-assets
  • flask-login
  • pdfplumber
  • yfinance
  • pyspellchecker
  • tqdm
  • argcomplete
  • scipy
  • emoji
  • werkzeug
  • prometheus-flask-exporter
  • packaging
  • gunicorn

Optional

• Encryption extension to encrypt database file. Does not encrypt SSL or importers folders
  • sqlcipher3-binary
  • Cipher
  • pycryptodome

Installation / Build / Deployment

Install module

> python -m pip install .
> # For autocomplete, activate completion hook
> activate-global-python-argcomplete

Install module with encryption

> python -m pip install .[encrypt]

For development, install as a link to repository such that code changes are used. It is recommended to install prek hooks

> python -m pip install -e .[dev]
> prek install

Usage

Run create command to make a new portfolio. Then start a web server using flask.

> nummus create
> flask --app nummus.web run

Docker

A better way to use nummus is hosting the web server on in a docker instance.

> docker run \
  --name nummus \
  --detach \
  --publish 8000:8000 \
  --publish 8001:8001 \
  --volume nummus-data:/data \
  nummus-financial

Configuration

The following environment variables are used to configure the instance.

Running Tests

Does not test front-end at all and minimally tests web controllers. This is out of scope for the foreseeable future.

Unit tests

> python -m tests

Coverage report

> python -m coverage run && python -m coverage report

Development

Code development of this project adheres to Google Python Guide

Linters

• ruff for Python
• basedpyright for Python type analysis
• djlint for Jinja HTML templates
• codespell for all files

Formatters

• isort for Python import order
• black for Python
• prettier for Jinja HTML templates, CSS, and JS
• taplo for TOML

Tools

• formatters.sh will run every formatter
• linters.sh will run every linter
• run_tailwindcss.sh will run tailwindcss with proper arguments

Configuration

Most configuration is made per portfolio via the web interface

There is a global config file for common user options, found at ~/.nummus/.config.ini. Defaults are:

[nummus]
secure-icon = ⚿ # Icon to print on secure CLI prompts such as unlocking password

Versioning

Versioning of this projects adheres to Semantic Versioning and is implemented using git tags.