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README.md

Wallet

A spreadsheet likewise Ruby program to track your finances. Using the best data format ever, YAML. It's designed to host the data offline, e.g. in a Git repository.

Why this project?

While conventionally programs like Microsoft Excel or LibreOffice use proprietary file formats and binary files to store your data, this program uses YAML. YAML is a human-readable data serialization format. This means you can edit the YAML files on any operating system, using any text editor.

Project Outlines

The project outlines as described in my blog post about Open Source Software Collaboration.

  • I'll not add new features to this project since there is a newer version called WalletCpp. Anyway, feel free to create a Pull Request here.

Features

  • Save revenues/expenses entries monthly.
  • List saved entries.
  • Import CSV files.
  • Export data to CSV.
  • Generate HTML summary.
  • Categories

Install

The preferred method of installation is via RubyGems.org:
https://rubygems.org/gems/thefox-wallet

gem install thefox-wallet

or via Gemfile:

gem 'thefox-wallet', '~>0.19'

Use it in your sources:

require 'thefox-wallet'

Options

  • -w, --wallet <path>
    Base path to a wallet directory. Each wallet has its own directory storing all informations. This option can be used for all comamnds.
  • --id <id>
    ID used for a new entry. If an ID is provided no new entry will be added if an entry with the same ID already exists. Use --force to overwrite this.
  • -t, --title <title>
    Title used for a new entry.
  • -d, --date <date>
    Date used for a new entry.
  • --start <date>
    Start-date used for a range.
  • --end <date>
    End-date used for a range.
  • -r, --revenue <revenue>
    Revenue used for a new entry.
  • -e, --expense <expense>
    Expense used for a new entry.
  • -c, --category <category>
    Category used for a new entry.
  • -o, --comment <comment>
    Comment used for a new entry.
  • --import, --export
    Import/Export CSV
  • -p, --path <path>
    Path used for csv import/export and html directory path.
  • -i, --interactive
    Use some commands interactively.
  • -f, --force, --no-force
    Force (or no force) add command. See --id option.
  • -v, --verbose
    Log on debug level.
  • -V, --version
    Show version.
  • -h, --help
    Show help page.

Commands

Add Command

Add a new entry.

wallet add [-w <path>] [--id <id>] [-r <revenue>] [-e <expense>] [-c <category>] [-o <comment>] [-i] [-f|--no-force] -t|--title <title>

When --interactive (-i) option is used, parse %d with printf. Separate multiple %-variables with ,. This feature can be used on template scripts that run the wallet add command with pre-defined texts.

For example. To use the following in a template script

wallet add --title 'Income tax %d/Q%d' --interactive

and set the values on interactive input when the command is running.

wallet add --title 'Income tax %d/Q%d' --interactive
title: [Income tax %d/Q%d] 2017,1

This would set the title to Income tax 2017/Q1. So the input will not be set as value rather than replaced by the variables in the template text. Acting like printf.

Expenses are always converted to minus.

Calculations will be evaled as Ruby code. For example:

wallet add --title Test --expense 14+7

The expense will be -21. Expenses are always minus.

In the following example the expense will be -3:

wallet add --title Test --expense 10-7

The same applies to revenue.

See AddCommand::revenue and AddCommand::expense functions.

Categories Command

List all used categories.

wallet categories [-w <path>]

Each entry can have one category. It's planned to implement Multiple Categories for entries.

You can define the categories yourself. The list command has a filter option -c to list all entries of a certain category. The html command (for generating a HTML output) will also sum all entries for each category. If the category is not set on add command the category will be set to default. The default category will not be shown in list views.

Clear Command

Clear temp and cache files.

wallet clear [-w <path>]

If the html directory path (-p) provided to the html command is outside of the wallet base path (-w) this directory will NOT be deleted by the clear command. If the default html directory (wallet/html) is used this directory will be removed. This command does NOT delete any entries stored at wallet/data.

CSV Command

Import or export to/from CSV file format.

wallet csv [-w <path>] [--import|--export] -p <path>

HTML Command

Exports a wallet as HTML. List all years in an index HTML file and all months for each year. Generates a HTML file for each month based on entries.

wallet html [-w <path>] [--start <date>] [--end <date>] [-c <category,...>] [-p <path>] [-v]

Option -c can take multiple categories separated by ,.

List Command

List entries. Per default this command lists all entries of today's date.

wallet list [-w <path>] [-d <YYYY>[-<MM>[-<DD>]]] [-c <category>]

You can either provide a year YYYY, a month YYYY-MM or a day YYYY-MM-DD.

Dates

Dates (<date> or YYYY-MM-DD) used in this documentation are not limited to YYYY-MM-DD format. You can also use MM/DD/YYYY, DD.MM.YYYY, YYYYMMDD, etc. Dates are parsed by Date::parse.

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