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Envelop budget lib

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A library that uses envelop budgeting to manage expenses.

This library intends to provide APIs to develop a envelop budgeting application. It's heavily in development. I am making sure of the correctness and reliability of the API with as many unit and behavioral tests as possible. It uses SQLite database.

Features

  • Multiple accounts
  • Categories
  • Transactions grouped by categories and accounts
  • All incomes are automatically ready to assign
  • Envelop budgeting
    • Allocating
    • Funding
    • Transferring funds
    • Cleaning up
  • Reporting

Work in progress

  • Rewriting some core calculations.
  • Category calculation should not be dependent on budget account.
  • Categories are only going to be about grouping the expenses,
  • And all the income will go to default category.

Calculating actual_total_balance

Default category will keep track of actual money. All the income/expenses will be used to calculate actual_total_balance, regardless of category. As actual_total_balance is calculated only from income and expenses, we have one and only source of truth for actual money available.

actual_total_balance = total income - total expenses

Calculating available money to fund changes planned

I will keep track of category funding by transfer in/out. So when we are calculating available money to fund, we can sum all the transfer outs from default category and minus it from actual_total_balance. We need to consider how much money we actually have.

available_to_fund = actual_total_balance - total transfer out from default category

Contributors

Tarin Mahmood
Tarin Mahmood

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Library for implementing envelop budgeting

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