Skip to content

holman/fine-ants-app

 
 

Repository files navigation

fine_ants_app 🐜

This is a little Rails app that uses the fine_ants 🐜 gem to aggregate personal account standings and tally them up by taking snapshots using Capybara (e.g. scraping them with browsers). It's meant to be run locally.

Demo dashboard screenshot

setup

This app isn't secured! At all! It's meant to be run locally! Don't go deploying it to Heroku or Google or the Cloud!

install

$ git clone git@github.com:searls/fine_ants_app.git #  🐜
$ cd fine_ants_app
$ bundle
$ bundle exec rake db:create db:migrate
$ ./bin/webpack-dev-server &
$ bundle exec rails s

That'll get the server going at http://localhost:3000.

demo

Be sure to run this on an empty database to keep from corrupting your data.

To generate demo data with which to play with the app, run

$ bundle exec rake demo

This will add randomized banks, accounts, and snapshot data to your database. Also, keep in mind that the demo data isn't attached to a supported fine_ants adapter, and so any attempts to generate fresh snapshots will fail. It's just there to give you a look at the dashboard with some data in it.

create stuff

  1. Create a bank (e.g. named "Vanguard", adapter "vanguard") here
  2. Create a user for that 🐜 bank with your user and password here
  3. Head 🐜 back to the dashboard and click "Update Accounts" to kick off update process. This will save off Snapshot models for each of your accounts
  4. After the 🐜 update finishes, your dashboard should tally up your accounts based on their latest snapshots, giving you the grand total

secure your data

I secure my data on an encrypted disk image. I do this with Disk Utility:

screen shot 2016-08-07 at 12 18 40 pm

With the disk image mounted to /Volumes/fine_ants_data, I then set up symlinks to my local databases:

$ cd db
$ ln -s /Volumes/fine_ants_data/development.sqlite3 .
$ ln -s /Volumes/fine_ants_data/test.sqlite3 .

Then, when starting my app, I start by opening (and decrypting the local disk image) with:

$ open db/data.dmg
# Which will prompt me for the image's password
$ rails s

Since it's so easy to encrypt your local data in OS X, this is a good enough safeguard against accidentally sharing your personal financial information when moving around code and projects, which most people typically think of as safe.

About

An app that uses the fine_ants gem to aggregate personal finance data

Resources

License

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published

Languages

  • Ruby 75.0%
  • HTML 14.8%
  • JavaScript 9.2%
  • CSS 1.0%