Project uses streamlit/python to capture transactions. These transactions are saved as files in your folder, ready for importation into GNUCash. This makes it easy to capture transactions on the go & easy recon later. This project is not designed to be multi-user friendly at the moment.
Example of the basic login screen - using password from secrets.toml
Example of homepage
Installation
- Clone repo & cd to the project folder.
- Edit the password that you want in streamlit/secrets.toml
Export account tree from GNUCash:
- Click file, export account tree to CSV
- Name your file account_tree.csv and save it in the project root folder.
Then run: streamlit run test.py
This will deploy your app on a webinterface with HTTP. To get HTTPS I suggest nginx reverse proxy manager or any other reverse proxy.
Alternatively you can follow the streamlit examples to deploy this app for free on their community servers.
See https://streamlit.io/cloud for more details
There are options for docker too, I will investigate this in the future.
Usage instructions
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To add transactions simply use the GUI. Once the transaction is ready, hit save.
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In the future when you are ready to import your transactions into GNUCash download the CSV & import into GNUCash (File, Import, Import transactions from CSV) using the import tool (you can save the import template to save time). See below for suggested importing template
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When you have downloaded your transactions clear the current log by clicking the checkbox and hitting clear.
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You can start recording transactions again.
ToDo Add cookies support for seamless login - https://discuss.streamlit.io/t/cookies-support-in-streamlit/16144 Deploy via docker
- Fix Cookies to Streamlit native option
- Add account_tree.csv import/upload button if file not found
- Show how to run with mount command for account tree file.