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ATTENTION: This project is no longer being updated. If you're still interested, feel free to read on... "A web-based personal finance manager with a focus on non-OCD budgeting and avoiding credit card debt"
branch: master

Merge pull request #28 from johnwilliams/master

Update haml github URL
latest commit 5c73f2b61b
Jamis Buck authored
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app don't use to_f to parse strings; too lossy!
config Merge pull request #28 from johnwilliams/master
db Adding credit card limit field so that current balances can be colore…
doc "recall" prior events for easy entry of similar events
lib update user creation to create\!
public add missing images
script process scripts are in a plugin now
test update user creation to create\!
vendor update safe_mass_assignment external
.gitignore Add rake task for populating database with sample data
CHANGELOG.rdoc update changelog
Capfile rails as cached external
LICENSE Put it all into the public domain
README.rdoc duh, public domain, thanks, not MIT.
TODO update changelog add




BucketWise is a web application (written in Ruby on Rails) for managing your personal finances. It features an emphasis on budgeting (using a version of the envelope system) and avoiding debt. BucketWise is highly opinionated: it was written for one man's specific needs, and as an experiment, and while it is working very well for that one man, there is no guarantee it will do what you want. (See FEATURES, below).


  • Multiple users

  • Track multiple accounts

  • Accounts may be partitioned into “buckets”, as a means of budgeting and saving money

  • Earmark funds for each credit-card purchase to avoid overspending

Things it intentionally does not do:

  • It does NOT automatically pull your transactions from your bank account, and in all likelihood, never will.

  • It does NOT intelligently learn from your purchases and try to guess how to categorize them, and in all likelihood, never will.

  • It does NOT provide a social forum for you to share thoughts with other users, and DEFINITELY never will.


Essentially, all you need is Ruby, Rake, and version 2.3 of the Ruby on Rails framework. To run locally, it is recommended you also have sqlite3 installed, as well as the sqlite3-ruby bindings. It's also easiest if you have Capistrano 2.5.x installed.


Installation is about as convenient as it is for any other Ruby on Rails application. It goes something like this (and please excuse the gratuitous hand-waving):

  • Get a server on which to install it

  • Install all the software it needs

  • Configure the database

  • Deploy the application

To get started quickly, you can just run it locally. Setting that up goes something like this:

  • “cap local externals:setup” to load up the dependencies that BucketWise needs. (You'll need to have git installed for this to work.)

  • “rake db:schema:load” to prepare the database

  • “rake user:create” to create your first user, and note the user-id

  • “rake subscription:create USER_ID=<id>” to create your first “subscription” (a container for your financial account data).

  • “script/server”, and then go to localhost:3000/ to log in and get started!

If you want to use Capistrano to deploy BucketWise to a server of your own, you can simply create a file at ~/.bucketwise/Capfile, which should contain your custom deployment instructions. If that file exists, BucketWise's own config/deploy.rb will load it automatically.


This software is hereby placed in the public domain.

- Jamis Buck (author), April 2009
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