Recently (August, 2010), I’ve been developing a Personal Finance Manager package for managing our household budget, checkbook, credit cards, etc.
This has actually evolved into a nice little package. It uses JQuery, DataTables, AJAX, Data Access Objects, PHP and MySQL. It runs under the Apache web server, which is nice because you can run it on a web server and both you and your wife or husband can post transactions, reconcile bank statements and run reports.
Since it is a web-based application, you do need a web server to run it. So it’s not for the faint of heart.
I’ve actually been able to re-use this package as a generic web application development framework as well.
The project uses phpdaogen to generate the Data Access Objects from the MySQL schema. Phpdaogen is a project I developed specifically for use in my Personal Finance Manager application, because I didn’t like the licenses for any of the other DAO packages I found. Phpdaogen also includes a PreparedStatement implementation for MySQL under PHP without using mysqli (which is buggy and tends to crash).
The package requires the json PECL module to be installed. Under Red Hat/Fedora/CentOS, this requires that you install the php-json package.
One really cool thing about the package is that all form submissions and page updates are done through AJAX, so there is no need for page reloads. This makes the application very snappy and responsive.
The Personal Finance Manager package is licensed under the BSD license, so you can basically use or adapt it for free, even for commercial use.
You can download it here: Personal Finance Manager
I’m available for consultation, customization and training at a reasonable rate. Use the “Contact Us” form to send me an inquiry.
Brilliant idea! Think I’m going to adapt it for my project.
Feel free! I released the whole thing under BSD license, so you can do pretty much anything you want with it that the license allows, as long as you give attribution and don’t claim that you wrote it.
Hello, can you please send me the latest version of your package by email because for some reason I cannot download it.
Could you, please tell me what would be your rate for support issues?
Please, write to me to the above mentioned mail.
Thanks,
Evgeny
The latest code is available on the SourceForge project page: http://sourceforge.net/projects/javaocr
Nice job..simple and clean. I have one question. does it have import feature and if yes what extentions
Yes, it does. With the latest version from the SourceForge project page http://sourceforge.net/projects/pfmgr you can import your bank statement in CSV format, for reconciliation purposes. Currently it supports the CSV format provided by Wells Fargo. It will automatically match up the transactions in the CSV statement, highlighting any mismatches or multiple matches. You can then correct the problems, click the Reconcile button, and it will reconcile your bank statement.
Looks really great. Can you assign categories to transactions? I don’t see it in the screenshots. I’ll have to download it and give it a whirl.
Yes. The categories are called “Income/Expense”. So you can get reports of your incomes and expenses by categorizing your transactions using the Income/Expense categories.
Hi,
I create new user in myPHP Admin
User: pfm
Password: 123pFm321
And now, I got the login page! But after type “admin” on all username and password, I got below massage. Please help…
Fatal error: Uncaught exception ‘Exception’ with message ‘MySQL Error 1146 Table ‘pfm.pfmUser’ doesn’t exist page: /pfmgr/html/index.php’ in /mnt/disk1/HTTPX/htdocs/pfmgr/html/classes/dao/MySQLConnection.class.php:105 Stack trace: #0 /mnt/disk1/HTTPX/htdocs/pfmgr/html/classes/dao/abstract/PfmUserDAOAbstract.class.php(294): MySQLConnection->executeQuery(Object(PreparedStatement)) #1 /mnt/disk1/HTTPX/htdocs/pfmgr/html/classes/dao/abstract/PfmUserDAOAbstract.class.php(132): PfmUserDAOAbstract->findWithPreparedStatement(Object(PreparedStatement)) #2 /mnt/disk1/HTTPX/htdocs/pfmgr/html/include/requireLogin.include.php(78): PfmUserDAOAbstract->findByUserName(‘admin’) #3 /mnt/disk1/HTTPX/htdocs/pfmgr/html/index.php(7): include(‘/mnt/disk1/HTTP…’) #4 {main} thrown in /mnt/disk1/HTTPX/htdocs/pfmgr/html/classes/dao/MySQLConnection.class.php on line 105
You’ll have to follow the instructions in INSTALL.txt in order to get it running. There really are no shortcuts.
If you read my previous post, there’s a database schema management system built into the JAX Framework on which pfmgr is built.
Is it possible to get an exported empty mysql database (.sql) so that I can setup and try this software. I am a windows user running a wamp server. Thanks
First, you’d need to run the “create database” and “grant” commands found in ddl/initdb under the mysql case.
After that, you’d have to run this command to get the initial SQL required to get the database built out: php phpdaogen/ddltosql.php ddl/*.ddl.yaml
However, be aware that you would be DEFEATING the automatic schema update mechanism of the JAX Framework (pfmgr is written on top of an old version of JAX Framework) [ http://jaxframework.org ]. So when you update pfmgr in the future, your database schema will be out of date and incompatible with the new version. The ddl/updateSchema script is provided in order to bring the database schema into line with the schema files in the current version of pfmgr.
Honestly, I don’t recommend going this route. With freely available desktop virtualization solutions like VirtualBox and VMWare, plus freely available Linux server distros like CentOS and Ubuntu Server, there’s no excuse for using WAMP, XAMPP or other substandard LAMP environments which don’t have proper Linux shell and PHP command-line functionality. Just download VirtualBox and CentOS and set up a CentOS virtual server that runs in a window on your desktop. Then install pfmgr into the CentOS virtual server using the instructions in INSTALL.txt. Done.