Af few years ago somebody suggested that we should take a look at the Jars System of Financial Management. After some thinking and adjustments we opened some extra savings accounts at Triodos Bank (at no extra cost). The disadvantage of savings accounts is that we could not pay bills directly from those accounts. Therefore we decided to fill the jars from the account that receives our income (INC). The bank account that corresponds to the Necessity Account (NEC) is an ordinary bank account. That is also the account to which we can make withdrawals of the savings accounts. So the money flows from Employer to INC to JAR to NEC to Others. The exception is the Play Account (PLY) that is also a normal bank account. When we go on holiday we transfer the holiday budget from SAV to PLY.

So we sometimes have to compensate payments that we do from NEC from one of the savings accounts. Of course we sometimes forget or we forget that we already did it and do it a second time. So we would make lists and check them again and again. Now and then we lose a list, and still we have discussions and mistakes. I thought it would be practical if we could download the bank statements, dump them in a database and have a web application that lets us annotate the transactions to replace the lists.

The data is stored in MongoDB.

There is a generic REST interface that provides access to the data.

All the logic is in the front-end.

The front-end is a static web application written in ReactJS that is deployed on Nginx.

All three components (MongoDB, REST API, and Nginx) run in separate Docker containers.

1. Clone the repository
2. Run: bin/create-local-settings.sh
3. Edit data/*-local.*
4. Run: npm run build
5. Run: bin/docker-run.sh