This project loads the CVS file from the ING account and saves the columns in a local H2 database. I am using H2 database in order to have this application portable for security reasons, meant to be run from a USB file. Our main requirement is having everything offline. Hence I coded it myself, in order to keep our finance totally private.
Progress so far as of 6/15/2023
Styling done with help of ChatGPT 👍 saved a lot of time with the css and html
- Transactions uploading
- able to detect duplicates
- if duplicates are meant to be there, you can add this manually
- Transactions
- add manually
- delete it
- able to edit but not delete for error prevention
- Able to Auto Categorize transactions according to personal library of strings
- Savings
- Able to allocate savings to goals
- Able to create Goals
- Able to delete goals
- Able to edit goals
- Able to display able with savings data and summary on the goal's table
- Able to display Goal's charts for savings
- Able to display yearly overview of savings in total (regardless of goals)
- Filters -filter advanced
- Able to report issues and requests via GithubApi Form under /about page
- Able to see and track current issues
- Profile creation and login 🔨 (WIP)
- Custom CVS profiles to customize depending on the bank.
- It will display the entity fields and input field to map to the file's corresponding column