
wealth-tracker
💰生财有迹(Wealth Tracker)是一款专注于个人资产分析的应用程序。其核心功能是:全面记录并展示用户的资产状况,帮助用户轻松了解财务现状;运用 AI 能力,结合每种资产的特性和当前环境,提供适宜的财务建议。
Stars: 711

Wealth Tracker is a personal finance management tool designed to help users track their income, expenses, and investments in one place. With intuitive features and customizable categories, users can easily monitor their financial health and make informed decisions. The tool provides detailed reports and visualizations to analyze spending patterns and set financial goals. Whether you are budgeting, saving for a big purchase, or planning for retirement, Wealth Tracker offers a comprehensive solution to manage your money effectively.
README:
在当今多元化的经济环境中,个人资产管理变得日益重要。它往往分散于各类金融账户和服务中,例如银行存款与理财产品、移动支付平台(如微信支付、支付宝)、公积金、医保账户、货币基金(例如余额宝)、债券、各种股票及基金产品、房地产、贵金属、外部借款(尽量不做此配置🤫)以及其他投资等等(对于部分朋友,或许还有贷款、欠款等负债)。这些账户中的数额在不断变动,使得快速准确地了解个人总资产状况成为一项挑战。
本项目旨在提供一个高效、直观的解决方案,以应对个人资产管理中的分散性和复杂性。生财有迹
专注于账户余额及整体数额,避免深陷于单笔收支的琐碎细节。其目标是通过简化操作流程,帮助用户揭示个人资产的整体变化趋势,并通过友好的用户界面,使用户能够轻松记录和洞悉自己的财务信息。如欲了解更多,可移步至博文:生财有迹 | 您专属的资产跟踪与分析工具。
- 简洁易用的操作界面:用户可以通过几个简单的步骤快速上手,无需任何复杂的财务知识。
- 丰富的数据可视化:通过图表和图形,直观展示资产变化,帮助用户轻松掌握财务状况。
- 本地部署的灵活性:部署在哪里由用户决定,确保数据的私密性、安全性,以及可扩展性。
- 开源的代码架构:项目的源代码完全开放,欢迎参与贡献,以不断改进和完善工具的功能。
- 多语言支持:支持简体中文、繁体中文、英文、法文、日文,后续会根据用户反馈添加更多。
- AI 财务建议:利用 AI 技术,结合每种资产的特性和当前经济环境,提供适宜的财务建议。
- 记录财富见解:记录投资理财过程中的重要洞察与经验总结,沉淀智慧财富,指导未来决策。
通过这些特性,希望建立一个用户友好、透明且可信赖的个人财分析工具,帮助用户更全面地掌握自己的财务状况。
为了让您更直观地了解 生财有迹 的功能和特性,已在服务器上使用 pm2
部署了一个演示版本。该演示环境填充了模拟数据,方便您全面体验各项功能。无论您是想评估工具的实用性,还是出于好奇想一探究竟,欢迎访问以下链接进行体验:
请注意,这是一个公共演示环境,因此请勿在其中输入任何真实的个人财务信息。建议您在体验后,考虑按照本文档的指导,在自己的环境中部署和使用「生财有迹」,以确保您的财务数据的隐私和安全。
如果您在使用过程中遇到任何问题或有反馈意见,欢迎通过 GitHub Issues 与我们联系。您的宝贵意见将帮助我们不断改进这一工具,以更好地满足用户的需求。
使用 Docker
使用 docker compose:
创建一个 docker-compose.yml
文件,并在其中定义服务(其中 version: '3' 指定了 Docker Compose 文件的版本;您可以根据实际情况进行调整):
version: '3.8'
services:
wealth-tracker:
image: nicejade/wealth-tracker:latest
container_name: wealth-tracker
ports:
- '8888:8888'
volumes:
- ./data:/app/data
restart: unless-stopped
volumes:
data:
在包含 docker-compose.yml
文件的目录中,运行以下命令启动服务:
docker-compose up -d
这将在后台启动服务,并且效果与下面的 docker run
命令相同。使用 Docker Compose 可以更方便地管理多个容器,并且配置更易读和维护。
或者 docker run:
docker run -d -p 8888:8888 -v "$(pwd)/data:/app/data" nicejade/wealth-tracker:latest
如果您在本地部署,只需打开网址——http://localhost:8888 即可访问。如果在服务器运行,可通过 http://[Server-IP]:8888 来访问,您也可以指定其他端口。
您可以通过设置以下环境变量来配置应用的行为,详情参见如何开启密码保护?:
-
ALLOW_PASSWORD
: 设置为true
启用密码保护功能; -
PEPPER_SECRET
: 设置它为用户密码提供更强大的保护; -
CAN_BE_RESET
: 设置为true
允许重置数据库功能;
docker run -d -p 8888:8888 \
-e ALLOW_PASSWORD=true \
-e CAN_BE_RESET=true \
-v "$(pwd)/data:/app/data" \
nicejade/wealth-tracker:latest
采用 pm2 部署
PM2 是一个强大的生产环境进程管理器,它不仅支持通过命令行启动应用,还可以使用配置文件(通常名为 ecosystem.config.js
)来管理复杂的部署场景。为了简化部署流程并确保一致性,本项目已将所有必要的 PM2 配置和启动命令封装到了 npm
脚本中:
# clone project
git clone https://github.com/nicejade/wealth-tracker.git
cd wealth-tracker
# globally install pm2 pnpm & lerna
npm i pm2 pnpm lerna -g
# install dependencies(client & server)
pnpm i
# start your service
npm run build
npm run start
项目除了提供 start
命令外,还包含其他与 pm2
相关的命令:
-
npm run start
: 使用 PM2 启动应用; -
npm run stop
: 停止 PM2 管理的应用; -
npm run restart
: 重启应用; -
npm run logs
: 查看应用日志;
说明用户在安装和使用前,需要准备的一些先决条件,譬如:您需要安装或升级 Node.js(>= 16.*
),推荐使用 Pnpm 或 Yarn 作为首选包管理工具。本项目采用 pnpm(利用其 workspace 功能)结合 [email protected] 来管理项目依赖,以实现更高效的包管理和工作流程。为确保您的开发环境与项目要求一致,建议您全局安装这两个工具:
# clone project
git clone https://github.com/nicejade/wealth-tracker.git
cd wealth-tracker
# globally install pm2 pnpm & lerna
npm i pm2 pnpm lerna -g
# install dependencies(client & server)
pnpm i
cd client && npm start
cd server && npm start
本项目客户端采用 Svelte 框架,基于 Vite 所构建,默认 5173
端口,只需打开网址—— http://localhost:5173 即可访问。
生财有迹项目开源且免费,然而设计与编码需耗费时间和精力。如若您对其使用感到满意,请考虑通过以下方式进行小额捐赠:
「生财有迹」项目正处于积极的设计和研发阶段,致力于在功能丰富与易用性之间寻求平衡,以满足用户日益增长的个人财务管理需求。未来开发重点包括增强数据可视化能力、加强数据安全性、以及提升 AI
辅助分析功能等。如果您想详细了解正在进行的工作和未来规划,欢迎查阅 生财有迹路线图。非常欢迎社区成员参与讨论,为项目的发展方向提供宝贵建议。
本项目的开发过程中,依赖并受益于以下优秀的开源技术和工具(未包含全部)。它们不仅提供了强大的功能,还促进了项目的高效开发和稳定运行。
- Svelte: 作为一种新兴的前端框架,Svelte 通过其创新的编译时技术,让我们的 Web 应用更加轻量和高效。它减少了我们需要编写的样板代码,同时提高了运行时的性能。
- TailwindCSS: 通过提供实用主义的 CSS 类,TailwindCSS 极大地简化了样式设计的过程。它使得我们能够快速构建美观且响应式的用户界面,同时保持代码的清晰和维护性。
- Vite: 作为一个现代化的前端构建工具,Vite 通过其快速的冷启动和即时的模块热更新,极大地提高了我们的开发效率。它利用了原生 ES 模块特性,使得项目构建更加高效。
- Flowbite: 提供了一系列预构建的组件和模板,Flowbite 极大地加快了我们的开发流程。它帮助我们快速实现了复杂的用户界面元素,同时保持了代码的可定制性和可维护性。
- Flowbite-Svelte: 作为 Flowbite 的 Svelte 版本,Flowbite-Svelte 提供了一系列预构建的组件和模板,极大地加快了我们的开发流程。它帮助我们快速实现了复杂的用户界面元素,同时保持了代码的可定制性和可维护性。
- Axios: 作为一个基于 Promise 的 HTTP 客户端,Axios 简化了我们的 Web 应用中与 API 的交互。它的易用性和广泛的功能集使得我们能够轻松处理 HTTP 请求和响应。
- Day.js: 作为一个轻量级的 JavaScript 日期库,Day.js 提供了直观的 API 来处理日期和时间。它使得我们在应用中处理复杂的日期计算变得简单且可靠。
- Node.js: 作为一个高效的 JavaScript 运行环境,Node.js 使得服务器端开发变得前所未有的简单和快速。它的事件驱动和非阻塞 I/O 模型极大地提高了我们的应用性能和响应速度。
- Fastify: 这个高性能的 Node.js Web 框架为我们提供了一个简单且强大的接口来构建 RESTful API。它的低开销和高度可扩展性使得我们的后端服务既快速又稳定。
- SQLite3: 作为一个轻量级的数据库引擎,SQLite3 为我们提供了一个无需配置的本地存储解决方案。它的简单性和高效性使得开发者在本地部署应用时能够轻松管理数据。
- Sequelize: 作为一个强大的 ORM 框架,Sequelize 为我们提供了一种简单且直观的方式来管理数据库关系。它的灵活性和功能丰富性使得我们能够轻松实现复杂的数据操作和查询。
- OpenAI: OpenAI 提供的 Node.js SDK 使得我们能够轻松地与人工智能服务(如 ChatGPT、xAI、月之暗面) API 进行集成,从而实现了人工智能相关的功能。
- pm2: 作为生产环境的进程管理器,pm2 使得我们能够轻松地管理应用的生命周期,包括启动、停止和重启等操作。它的监控和日志功能也使得我们能够更好地了解应用的运行状态。
- tiptap: 作为富文本编辑器,tiptap 提供了简单且可定制的 API 来构建富文本编辑器。它的灵活性和功能丰富性使得我们能够轻松实现复杂的内容编辑功能。
在此,对上述技术和工具的开发者和社区,致以崇高的敬意和衷心的感谢❤️。正是得益于他们的卓越贡献,生财有迹
才能得以成功构建并持续优化。同时,也要感谢如 Augment Code、Cursor、Codeium Windsurf、Trae、 ChatGPT、Kimi 等 AI 工具在开发过程中提供的宝贵支持,它们显著提高了工作效率和体验。
版权所有 (c) 2024-至今,逍遥自在轩。
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SheetCopilot is an assistant agent that manipulates spreadsheets by following user commands. It leverages Large Language Models (LLMs) to interact with spreadsheets like a human expert, enabling non-expert users to complete tasks on complex software such as Google Sheets and Excel via a language interface. The tool observes spreadsheet states, polishes generated solutions based on external action documents and error feedback, and aims to improve success rate and efficiency. SheetCopilot offers a dataset with diverse task categories and operations, supporting operations like entry & manipulation, management, formatting, charts, and pivot tables. Users can interact with SheetCopilot in Excel or Google Sheets, executing tasks like calculating revenue, creating pivot tables, and plotting charts. The tool's evaluation includes performance comparisons with leading LLMs and VBA-based methods on specific datasets, showcasing its capabilities in controlling various aspects of a spreadsheet.

LangGraph-Expense-Tracker
LangGraph Expense tracker is a small project that explores the possibilities of LangGraph. It allows users to send pictures of invoices, which are then structured and categorized into expenses and stored in a database. The project includes functionalities for invoice extraction, database setup, and API configuration. It consists of various modules for categorizing expenses, creating database tables, and running the API. The database schema includes tables for categories, payment methods, and expenses, each with specific columns to track transaction details. The API documentation is available for reference, and the project utilizes LangChain for processing expense data.

receipt-scanner
The receipt-scanner repository is an AI-Powered Receipt and Invoice Scanner for Laravel that allows users to easily extract structured receipt data from images, PDFs, and emails within their Laravel application using OpenAI. It provides a light wrapper around OpenAI Chat and Completion endpoints, supports various input formats, and integrates with Textract for OCR functionality. Users can install the package via composer, publish configuration files, and use it to extract data from plain text, PDFs, images, Word documents, and web content. The scanned receipt data is parsed into a DTO structure with main classes like Receipt, Merchant, and LineItem.

actual-ai
Actual AI is a project designed to categorize uncategorized transactions for Actual Budget using OpenAI or OpenAI specification compatible API. It sends requests to the OpenAI API to classify transactions based on their description, amount, and notes. Transactions that cannot be classified are marked as 'not guessed' in notes. The tool allows users to sync accounts before classification and classify transactions on a cron schedule. Guessed transactions are marked in notes for easy review.

gemini-android
Gemini-Android is a mobile application that allows users to track their expenses and manage their finances on the go. The app provides a user-friendly interface for adding and categorizing expenses, setting budgets, and generating reports to help users make informed financial decisions. With Gemini-Android, users can easily monitor their spending habits, identify areas for saving, and stay on top of their financial goals.

wealth-tracker
Wealth Tracker is a personal finance management tool designed to help users track their income, expenses, and investments in one place. With intuitive features and customizable categories, users can easily monitor their financial health and make informed decisions. The tool provides detailed reports and visualizations to analyze spending patterns and set financial goals. Whether you are budgeting, saving for a big purchase, or planning for retirement, Wealth Tracker offers a comprehensive solution to manage your money effectively.

TaxHacker
TaxHacker is a self-hosted accountant app designed for freelancers and small businesses to automate expense and income tracking using the power of GenAI. It can analyze uploaded photos, receipts, or PDFs to extract important data like name, total amount, date, merchant, and VAT, saving them as structured transactions. The tool supports automatic currency conversion, filters, multiple projects, import-export functionalities, custom categories, and allows users to create custom fields for extraction. TaxHacker simplifies reporting and tax filing by organizing and storing data efficiently.

zero-finance
Zero Finance is a bank account that automates your finances, allowing you to easily create invoices, get paid directly to your personal IBAN, use a debit card worldwide with 0% conversion fees, optimize yield by automatically allocating idle funds to highest-yielding opportunities, and automate finances with a complete accounting system including expense tracking and tax optimization. The tool also syncs with various data sources to help you stay on track of your financial tasks by surfacing critical information, auto-categorizing based on AI-rules, auto-scheduling vendor payments from invoices via AI-rules, and allowing export to CSV. The project is structured as a monorepo containing multiple packages for the bank web app and a smart contract for securely automating savings.