Wealth Warden

An open-source finance tracker focused on simplicity and usability.

About

Wealth Warden started as a personal Excel spreadsheet for tracking finances. After years of manual updates and growing complexity, it evolved into a web application that maintains the simplicity of spreadsheet-based tracking, while adding the power of automation and visualization.

It's written in Go and Vue, and can be deployed with Docker easily.

Dashboard page

Charts view

Investment management

Notes

• This project is still a work in progress, there are things I want to implement that are currently on hold
• There are also some features that are implemented half way, those being:
  • Currency support: For now, EUR is the default and can not be changed
    • USD is supported for investments
  • Timezone support: Not supported everywhere
  • Permissions: Implemented in a basic way

Features:

• Ledger based transactions tracking across multiple accounts with automatic balance calculations
• Daily, monthly, and yearly statistics to monitor your financial health
  • Compare performance across different time periods
• Interactive Charts & Visualizations
• Per-record audit trails on individual records, showing the complete history of changes with timestamps and events
• Investment portfolio management
  • Track stocks, ETFs, and cryptocurrencies with real-time price updates from Yahoo Finance API
  • Monitor individual trades with P&L calculations
  • Linked investment accounts integrated with the main ledger system
• Automation & Scheduled Jobs
  • Automatic asset price updates for real-time investment tracking
  • Balance backfill job to maintain accurate historical data
  • Execute recurring transactions based on your configured parameters via transaction templates

Deployment

It's recommended to run the app with Docker. Instructions can be found here

Local development

If you want to add changes to the app, you can run it locally. You need to setup:

• A Postgres instance
• Have Go installed
• Have npm installed

Running the server

You can run the server with the following command:

go run ./cmd/http-server

Alternatively, you can use the provided Makefile.

make run | migrate {type} | seed

Environment

The app uses a dev.yaml file, located in /pkg/config/override/

• An example for docker is provided in /pkg/config/dev.docker.yaml which is an unsecure dummy config for docker builds.

Running the client

Change into the correct directory:

cd ./client

Install packages with npm:

npm install

Run the client

npm run dev