Poveroh

A Open-Source platform to track personal finance, built for clarity

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“Money doesn’t buy happiness, but I’d rather cry in a Ferrari.”

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🌟 About Poveroh

Poveroh is an open-source, web-based platform for tracking personal finances.

Why?

This platform was born from the desire to track personal finances in a detailed and structured way.

Ok, there are thousands of similar applications out there, but none of them truly fit certain needs. Many lack a clean and intuitive UI/UX, and the few that do are often expensive—locked behind subscriptions or premium plans. That’s why this project was started - it aims to provide a scalable, open-source alternative that is easy to use, fast, and flexible—built with simplicity and clarity in mind.

This platform is essentially a web-based version of a Google Spreadsheet finance tracker, enhanced with features to make everything more user-friendly (the mobile app is planned and is included in the roadmap :) ).

How it works?

The platform aggregates multiple bank accounts.

Users can manually input transactions or upload them via CSV or PDF.

Since it’s designed to track personal wealth, a snapshot of the month (including investments) will be taken on the last day of each month. This allows users to keep a historical record, generate reports, and monitor the growth of their assets over time.

In addition to individual transactions and bank account aggregation, the goal is to provide a platform for tracking investments as well, allowing to add financial products such as ETFs, stocks, bonds, crypto, and more.

Note: Since this platform was designed based on personal needs, it may not be fully complete or include all the features that other users might consider essential.

If you notice something missing from the roadmap or have an idea you’d like to see implemented, feel free to open an issue and share your suggestion!

👾 Tech Stack

• Typescript

• Next.js

• TailwindCSS

• Node.js

• Express.js

• Prisma

• PostgreSQL

🎨 Color Reference

Color	Hex
Primary Color	#4E594A
Secondary Color	#278664
Background Color	#1C1C1C
Text Color	#FFFFFF

🧰 Getting Started

To get a local copy up and running, please follow these simple steps.

‼️ Prerequisites

This project uses:

• Node.js (>= 18.x)
• Docker - to run PostgreSQL and NGIX CDN
• NPM

🏃 Run Locally

Get start

1. Clone the project

   git clone https://github.com/Poveroh/poveroh.git

2. Go to the project folder

   cd poveroh

3. Install dependencies

   npm install

4. Copy .env.example file to .env, then edit it with the necessary values. For more details, read docs.

   If you don't modify them, the default values are sufficient to run the project.

   Warning: Since these are default values, security is not guaranteed.

Setup Database and CDN

Docker and Docker Compose must be installed, up, and running on the machine.

1. Run setup file

   npm run setup

   The command will execute the following steps:

   • Create and run database docker image.
   • Navigate to the packages/prisma directory.
   • Generate the Prisma client.
   • Apply any pending migrations to the database using Prisma.
   • Create and run CDN ngix docker image.
   
   

   ⚠️ Warning:
   If you encounter any difficulties or something doesn't go as planned, read this file to execute it manually.

2. Create a user; open a browser to localhost:3000/sign-up and sign up.

3. Optionally, you can run the following exactly script to generate and fill database with fake data:

   npm run setup:data --user=<user_id_created_before>

   You can find user ID on the personal information page

Build and run

1. Build project

   npm run build

2. Run project

   npm run dev

🚀 Deployment

Docker

1. First of all, run only Get start steps to download and setup.

2. Then, run:

   npm run docker

   This command will download Poveroh's packages from cloud and will run them.

   If you want to build and run from scratch, run npm run docker-dev

🤝 Contribuite

This repository follows the GitHub approach.

The development branch is main.

For more info, read the docs.

🧭 Roadmap

In running order:

• Login
• Categories & subcategories
• Bank accounts
• Subscriptions
• Transaction
  • Manual insert
  • Upload from CSV or PDF
• Month's snapshot
• Reports
• Investments
• Mobile app (iOS/Android) [probably in Flutter]

To give it an extra boost:

• Live investments
• What if: Based on monthly or annual spending, determine what you could have afforded if you hadn’t spent that money. This can help evaluate whether it’s necessary to reduce spending in non-essential categories to achieve certain goals.
• Memes
• Open banking

⚠️ License

Poveroh is released under the GNU Affero General Public License v3.0.

See LICENSE.txt for more information.

🔗 Useful links

• Github Repo
• Figma file