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yrzam 2023-12-04 23:01:25 +04:00
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# FinDB - my financial data model & tools # FinDB - personal financial data model & tools
## About ## About
This repository contains the SQLite schema and scripts to handle personal financial data. It takes a generic approach to assets, transactions, balances and other things providing heavy automation capabilities, extensibility & deep analysis opportunities. This repository contains the SQLite schema and scripts to handle financial data. It takes a generic approach to assets, transactions, balances and other things providing heavy automation capabilities, extensibility & deep analysis opportunities.
### Why SQLite but not spreadsheets? ### Why SQLite but not spreadsheets?
* **Schema**. Spreadsheets are terrible. They're made for structured data although it is nearly impossible to structure data in them. A spreadsheet is literally a set of cells with their own rules, no decent data validation mechanisms, no relations, and schema is stored entirely in the user's mind. * **Schema**. Spreadsheets are terrible. They're made for structured data although it is nearly impossible to structure data in them. A spreadsheet is literally a set of cells with their own rules, no decent data validation mechanisms, no entity relationship, and schema is stored entirely in the user's mind.
* **Interface.** You can easily render graphs on HTML pages. "DB Browser for SQLite" can be used to edit data. SQL is very convenient for analytical/bulk update purposes, for scripting such as automatic data import. Queries & DDL have great readability. And you may find other ways to interact with the database. * **Interface.** You can easily render graphs on HTML pages. "DB Browser for SQLite" can be used to edit data. SQL is very convenient for analytical/bulk update purposes, for scripting such as automatic data import. Queries & DDL have great readability. And you may find other ways to interact with the database.
@ -146,7 +146,7 @@ result_transaction_id - if saving resulted in the transaction, that transaction
Cancelled goals should be deleted. Cancelled goals should be deleted.
## current_balance_goals (view) ### current_balance_goals (view)
View that shows statuses of all goals (amount left, whether goal is accomplished, etc.). View that shows statuses of all goals (amount left, whether goal is accomplished, etc.).
@ -183,7 +183,7 @@ This table is not historical.
Shows current asset allocation calculated based on your balance and exchange rates. Both current and target shares are displayed. Shows current asset allocation calculated based on your balance and exchange rates. Both current and target shares are displayed.
### historic_monthly_balances (view) ### historical_monthly_balances (view)
Shows monthly balance with source, calculates deltas - total and grouped by asset type. Shows monthly balance with source, calculates deltas - total and grouped by asset type.