FiRe - Financial Independence, Retire Early

This is a personal finance tracking application made with Python and Power BI.

It eats .csv and .xlsx files and outputs reports.

What You Get

• Overall understanding of you finances as a Power BI report
  • Income, costs, assets & liabilities, dividend income, fire estimate
• Ability to set and track targets
• Multiperson household support

Quick Guide

1. Grab the Power BI file and see if you like the contents
2. Install environment
3. Run datapipeline to make sure it works
4. Use you own data (config)
5. Run datapipeline with your own data
6. Update Power BI and analyze your finances

Migrations

If you have have used v1, please see the Migration from v1 to v2 Guide for instructions on automatically or manually migrating your data.

! important: Version 2.0 will recalculate id fields for your data. This will break fixes.csv and you need to manually find the new id for each fix.

Install

1. Clone or download the repository and navigate to project root (fire).

2. Create virtual environment:

python -m venv venv

3. Activate virtual environment:

macOS/Linux:

source venv/bin/activate

Windows:

venv\Scripts\activate

4. Install dependencies from requirements file

pip install -r requirements.txt

Config

See how to use your own data with config.

Data Pipeline

Data pipeline documentation and user guide

Logic Backend

Coming someday...

UI & Power BI

Custom UI coming someday...

For now, just use the Power BI file included (only Finnish for now, sorry).

Contribution Guidelines

We welcome contributions to this project! If you would like to contribute, please follow these guidelines:

1. Fork the repository.
2. Create a new branch for your feature or bugfix.
3. Make your changes and commit them with clear and concise messages.
4. Push your changes to your fork.
5. Create a pull request to the main repository.