SweetMoney

A family-oriented personal finance management application

Overview

SweetMoney is a Django-based web application designed to help families manage their finances collaboratively. The application organizes expenses, income, and investments into customizable flow groups, making it easy to track financial activity across different family members.

DEMO Server

Now, you can try SweetMoney at our Demo Server:

Address: demo.sweetmoney.ca
Some functions are locked, like add/edit/delete users.
Database will be deleted and recreated every night

Users:

Admin user: admin
Parent: Fred
Parent: Wilma
Child: Pebbles
Password for all: MySweetMoney

Key Features

Multi-Currency Support: Track finances in your own currency
Flow Groups: Organize expenses by categories, purposes, or family members
Role-Based Access Control: Three user roles (Admin, Parent, Child) with appropriate permissions
Period-Based Tracking: Monthly, bi-weekly, or weekly financial periods
Investment Tracking: Monitor investments separately from regular cash flow
Bank Reconciliation: Compare expected vs actual bank balances with tolerance settings
Notifications System: Get alerts for important financial events
Dark Mode: Full dark mode support for comfortable viewing
Progressive Web App: Install on mobile/desktop devices for app-like experience
Auto-Updates: Built-in system for applying updates (requires admin privileges)

Development Setup

Prerequisites

Python 3.8+
pip (Python package manager)

Dependencies

Install required packages:

pip install Django
pip install python-dateutil
pip install django-money==3.4.1
pip install py-moneyed==3.0
pip install requests
pip install whitenoise
pip install django-pwa
pip install channels>=4.0.0
pip install channels-redis>=4.1.0
pip install daphne>=4.0.0
pip install supervisor
pip install psycopg2-binary
pip install bleach>=6.0.0
pip install django-csp>=3.8

Or install all at once:

pip install Django python-dateutil django-money==3.4.1 py-moneyed==3.0 requests whitenoise django-pwa channels>=4.0.0 channels-redis>=4.1.0 daphne>=4.0.0 supervisor psycopg2-binary bleach>=6.0.0 django-csp>=3.8

Running Locally

Clone the repository
Install dependencies (see above)
Run make migrations:
```
python manage.py makemigrations
```
Run migrations:
```
python manage.py migrate
```
Start the development server:
```
python manage.py runserver
```
Access the application at http://localhost:8000 and proceed with admin user setup

Production Deployment

For production deployment, SweetMoney includes Docker support. See our WIKI for more details.

Made with ❤️ for families who want to take control of their finances

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