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Sztoks is a balance sheet-like web app which allows one to keep a monthly snapshot of their finances, including assets, liabilities, income received, investment transactions, as well as donations made.

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sztokbant/sztoks

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Sztoks

A Java Web implementation of Eduardo Sztokbant's Personal Finance Tracking Method

About

Sztoks is a balance sheet-like web app which allows one to keep a monthly snapshot of their finances.

Sztoks features the ability to control multiple types of assets and liabilities, as well as three types of transactions: income received, investing activities and donations made.

Monthly snapshots can be generated with the click of a button. When a snapshot is created, assets and liabilities are carried over to the new snapshot. As for transactions, only those that are configured to be recurring are carried over.

Many financially successful people emphasize the importance of regularly saving a portion of one's income, as well as making donations to charitable causes. Sztoks has built-in mechanisms that allow one to easily "set the sail" for their personal finances and visualize their progress at saving and on giving to charity. Knowing where one stands is key to getting where one wants to get, in finances or anything else.

At its current stage, Sztoks is ready to be used both from desktop and mobile browsers.

A running instance of Sztoks can be found at www.sztoks.com. It is provided for educational purposes only with no guarantees. Use it at your own discretion.

License

Sztoks is distributed under the MIT License (Ref.: https://opensource.org/licenses/MIT). See the LICENSE.txt file for details.

Development

Sztoks is built using Spring Boot and Java technology with a web front-end.

To run from IntelliJ IDEA:

  1. Start a local MySQL server (mysqld).
  2. Connect to MySQL and create database sztoks.
  3. On IntelliJ IDEA, create a new Gradle run configuration, set Run as :bootRun, and set the following Environment variables in order to point to your MySQL server settings, e.g.:
SZTOKS_ENV=localhost;JDBC_DATABASE_URL=jdbc:mysql://localhost/sztoks?user=root&password=&reconnect=true&serverTimezone=UTC;JDBC_DATABASE_PASSWORD=;JDBC_DATABASE_USERNAME=root

Contributing

Contributions are welcome and must adhere to the existing code style and test coverage standards.

About

Sztoks is a balance sheet-like web app which allows one to keep a monthly snapshot of their finances, including assets, liabilities, income received, investment transactions, as well as donations made.

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