Walletter

• A simple and minimal, personal finance tool
• You can do two things with money: earn it or spend it.

IDEA:

Every transaction has the same metadata:

• Amount of money (spent or earned)
• Date of transasction
• Reference/Motivation (eg. salary, gorcery, gift etc)
• Verse (if is an income or an outcome)

So the database goes along.

Database

Made with Mongo, with two collections we can do the job.

WT_TRANSACTIONS

{
    "Email":"alberto@morini",
    "Amount": 44,
    "Date":"2023-03-10",
    "IsOutcome": true,
    "Reference":"Gorcery"
}

WT_USERS

{
    "Email": "user@email",
    "Password": "98a3629dc3d351915dfe959221ccb812",//md5 of psw
    "Premium": false //not used right now
}

UX

The dashboard start with 4 widget, clicking some of these you can go in fullscreen mode and see more results.

You can add a new transaction and searching for existing reference or add a new one.

From my iPad (have to hide some reference, sorry)

Various widget

Sankey

Fullscreen of calendar, clicking a day

Full screen of grouped (is from my personal account, had to hide, sorry again)

You can export or import a backup, saved on JSON

But first, you need to login!

Usage

NodeJS and MongoDB are required.

(suggestion) You can run MongoDB in docker as well.

Once executed the server (node server.js) and the client go to the server port (1999) will ask you to trust of self-signed certified, than, will redict you to the web app.

Run the server

$ node ./walletter/server/server.js

10.0.0.3 is my Mac's private IP, config yours into the ServerConfig.json into src folder of Walletter client folder

Runnning the client in https mode:

1. $ cd ./walletter/Walletter/
2. npm run build
3. npx serve -s build --listen 1998 --ssl-cert cert.pem --ssl-key key.pem

there's "starter.sh" a shell script which start docker/client/server all in once

Certificates

Building on iOS

ionic capacitor build ios --prod

• via xcode we build the app and bring into the device
• we need to allow the developer mode in the setting of the device (to run with a physical device)... Then trust the author on the general settings

Trust the self signed

• Import the certificate generated into the device
• Find in "files" -> then open

https://support.apple.com/en-us/HT204477

TODO

• at the server startup check if collections exists
• logs