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License: GNU Affero General Public License v3.0
Nextcloud app for finance management
License: GNU Affero General Public License v3.0
Hey,
nice to see a banking / finance app for Nextcloud. I also thought about hacking something like this. There's an other cloud software called Cozy and they already have a finance app called "Banks" https://cozy.io/en/features/#bank
Maybe this is a interesting design / concept idea for your app.
Thank you and good luck
Jonas
It would be nessesary that invoices,... could be attached to the entries in the software.
Hello,
I have a bug when importing .csv file
The window opens, I choose my file but nothing happens. I can't click "import"
App installs fine, I can see the main menu. But all server requests fail.
Describe the bug
When I add an item or edit the date on an existing item, when saved, the date always sets to a day prior to the selected date.
To Reproduce
Steps to reproduce the behavior:
Expected behavior
The date on the item is as it was selected.
Screenshots
Even better, a short video :)
Nextcloud information (please complete the following information):
Nextcloud version: 27.1.9
App version: 0.25.1
PHP version: 8.2.18
Database type and version: mysql, 8.0.37
Desktop (please complete the following information):
OS: Windows 10
Browser: Edge and Firefox
Versions: 124, 126
Additional context
Also shown in the above screen recording is an apparent issue with the UI margins for the items when it has to re-sort.
Is your feature request related to a problem? Please describe.
I am currently seeing the "Starting Amounts" of the asset accounts as "Unbalanced".
Describe the solution you'd like
The problem is that these are assets that already existed before. This should be able to be specified as a "starting balance" when an account is created?
I'm trying to get into gnucash and, like most of my files, the gnucash file is synced to nextcloud already. I'd love to be able to simply select the file with nc_money and have nc_money display the values in the file.
It doesn't have to even be able to edit the file, just use it as a source for displaying data.
In the list of accounts it would be useful to include a sorting function.
Adhoc I can think of the following sorts:
Hello,
I could not import a complete csv file so I tried to import one by one row to find the problem and I have no idea why but this is the problematic one (all data are anonmized but have the same length and structure):
Umsaetze_2023.01.04-neutral.csv
These are the error messages from the browser (the nextcloud log does not show anything related):
Nextcloud 25.0.3
Money App 0.13.0
Please let me know if you need more information.
Hi all,
Sorry for the banal question, i ask for help kindly to change the language.
In the "Settings" menu there is only the item "Show inverted income/liability account balances".
I tried to move by translating the items present in the files en_gb.js en_gb.json of the directory ../money/l10n without success.
Maybe it's easier than expected.
Thanks in advance,
Raffaele.
Is your feature request related to a problem? Please describe.
In any given day I might transact in two or three different currencies
Describe the solution you'd like
Support for multiple currencies
It would be nice if there would be a possibility to have multiple companies / business units /section.
For each section it should be possible to add its own accounts,...
So instead of a list of accounts i would recommend:
company
Hi Paul,
After updating the Money app to version 0.11.1 (I might have skipped the previous version) some of the existing transactions became yellow and they seem to be split in a weird way. They no longer have two entries but sometimes they have four or sometimes the other account just got missing. Please see the image below as it a lot clearer than my words.
This also happen with new entries I try to insert and, so far, I found no method to have the transactions corrected.
Please let me know if I can provide anything to help you diagnose because I found nothing relevant in the nextcloud logs.
Thanks a lot,
Adrian
Thanks a lot for this app, I would like to help the app to be better, so I think would be great to add functionality to be able to categorize expenses like, for food, for car, for home and things like that.
Would be very useful. Hope to see that in next releases.
Thanks.
Hi! Any suggestion why i dont see the Add Account option?
Im on Nextcloud AIO/Nextcloud 24.0.8
Maybe something blocking this thing?
I using nginx Proxy manager.... so reverse proxy...
Hi Paul, As a new Nextcloud user, NC_money was one of the first apps I downloaded.
I was hoping you could add a share option to allow read-only or full access to user groups.
Originally posted by @Andy-67 in #1 (comment)
Describe the bug
I cannot add anything: nor assets, nor liabilities. Same for Income and Expenses. When I click on the + button, nothing happens.
Nextcloud information (please complete the following information):
Desktop (please complete the following information):
It would be cool if ther would be an overview which can show with charts and other ways of visualization an overview over the data in the accounting system.
Somthing like spending vs. earning charts.
Or income over time
...
Is your feature request related to a problem? Please describe.
Me and my wife have multiple accounts (saving for holiday, renovation etc...) and some accounts which represent loans.
Describe the solution you'd like
I would be nice to have multiple, independent accounts in the app, including the feature to transfer money from one account to another. A loan account could also have an automation where you provide the information about the conditions (3%, 500€ every month over 10 years) and there will be automatic transfers to this loan from a specific account.
Hello,
I am an app developer (of the cookbook app) and I recently opened this discussion on the forum. The idea was to provide a central domain for all app developers as a starting point. One could create sub-domains for each app to be used for documentation and other, more app-specific tasks.
One such issue was my request to have the option to collect some statistics on the installed versions. This triggered a significant push-back by some users that fear that their data is leaked out. They fear that the valuable name of Nextcloud as independent and not collecting any personal data might be at stake.
I personally think this is not too critical as I would like to collect only anonymized data and any app can do so once installed. It is just a matter of willingness.
Long story short: I would like to get the opinion on this by some other devs that might have their own agenda and pain points. Maybe this could be useful for you as well.
I will post this in a few repos in order to trigger a bit of honest discussion about the pros and cons.
Christian
There is no table with name 'nextcloud.oc_money_accounts' in the schema.
There is this field here:
As far as I can see, this sets the used decimal separator (point or comma). So I recommend naming it as such.
Currently you can only enter amounts with a decimal point. For German-speaking countries, it would make sense to switch to decimal points. Either that a comma is taken into account when entering or that you can generally change over.
For example, if I enter 2.55, I get 2.00 as the value after leaving the field.
After processing:
NC26
php8.2-fpm
mariadb 10.6
debian
apache2
Browser Messages:
Firefox 111
Uncaught ReferenceError: process is not defined
https://REDACTED/apps/money/js/money-main.iife.js?v=6055bb5d-59:5
https://REDACTED/apps/money/js/money-main.iife.js?v=6055bb5d-59:5610
Chromium:
Uncaught ReferenceError: process is not defined
at money-main.iife.js?v=6055bb5d-59:5:3143
at money-main.iife.js?v=6055bb5d-59:5610:6910
No Plugins or anthing.
It would be important to export csvs or xlsx files for bilances as well as other information.
Add the possibility to export and import data with the user Migration App.
https://apps.nextcloud.com/apps/user_migration
How can I install the app. I have copied the source to the apps directory but I can't see a new app. Thanks in advance.
Hi,
Nice tool, but what am I not getting: if I get 100 of income from my work, my bank account (asset) has 100.
Currently when you put 100 of income, Assets are going to -100
In the account list, a blank line with Litst Item Bubble appears next to the placeholder.
Nextcloud information (please complete the following information):
Desktop (please complete the following information):
Hello,
would it be possible to follow instructions on:
https://docs.nextcloud.com/server/latest/developer_manual/basics/front-end/l10n.html#adding-translations
...and gain benefits from work of whole Nextcloud translators community for users of your app please?
For instance:
To conclude: with continuous translation workflow, result is, that users of your app are getting more complete and more polished localization, so their user experience is much more pleasant.
The CSV file I casually imported did not respond
The app is not really mobile friendly.
Idea for improvement:
The currently collapsed fields can then be hidden with the hide/display button (like the current individual bookings); here, for example, as in DataTables.js ( https://datatables.net/extensions/responsive/ )
You could also show the elements via a modal or a side menu (as with data or the calendar).
Hi Paul,
I upgraded today to NextCloud 27.0.0 RC4 and the app is not supporting it.
Would you mind updating it?
Thank you so much!
I know this is a NC 11 App, but it looks so promising to potentially be THE BEST financial software tool for my 64 year old mother and the NC 12 server I'm setting up for her that I decided to give it a try.
First issue encountered, which I don't believe the NC11/12 version conflict being the cause of it.
Refused to execute script from 'https://LAN_IP/apps/money/js/services/quotes.js?v=RAND_NONCE_VER_STRING' because its MIME type ('text/html') is not executable, and strict MIME type checking is enabled.
Checked and sure enough, no /apps/money/js/services/quotes.js file exists.
Hi @powerpaul17,
With the latest version of money 0.7.0 I get the below error:
I am using a postgresql
database as part of nextcloud
all-in one docker distribution.
[index] Error: OC\DB\Exceptions\DbalException: An exception occurred while executing a query: SQLSTATE[42883]: Undefined function: 7 ERROR: function year(date) does not exist
LINE 1: SELECT "a".*, YEAR(c.date) AS "year", MONTH(c.date) AS "mont...
^
HINT: No function matches the given name and argument types. You might need to add explicit type casts. at <<closure>>
0. /var/www/html/lib/private/DB/QueryBuilder/QueryBuilder.php line 296
OC\DB\Exceptions\DbalException::wrap(Doctrine\DBAL\Ex ... {})
1. /var/www/html/custom_apps/money/lib/Controller/AccountController.php line 44
OC\DB\QueryBuilder\QueryBuilder->executeQuery()
2. /var/www/html/lib/private/AppFramework/Http/Dispatcher.php line 225
OCA\Money\Controller\AccountController->getAccounts()
3. /var/www/html/lib/private/AppFramework/Http/Dispatcher.php line 133
OC\AppFramework\Http\Dispatcher->executeController(OCA\Money\Controller\AccountController {}, "getAccounts")
4. /var/www/html/lib/private/AppFramework/App.php line 172
OC\AppFramework\Http\Dispatcher->dispatch(OCA\Money\Controller\AccountController {}, "getAccounts")
5. /var/www/html/lib/private/Route/Router.php line 298
OC\AppFramework\App::main("OCA\\Money\\Con ... r", "getAccounts", OC\AppFramework\ ... {}, ["money.account.get_accounts"])
6. /var/www/html/lib/base.php line 1030
OC\Route\Router->match("/apps/money/accounts")
7. /var/www/html/index.php line 36
OC::handleRequest()
GET /apps/money/accounts
from [ipaddress] by admin at 2022-10-21T14:18:56+00:00
Describe the bug
On the dashboard widget, a book's item in the summary listing here links to "/extra-apps/money/books/[bookid]", but when I navigate to the book through the money app, the url is "/index.php/apps/money/book/#/[bookid]"
To Reproduce
Steps to reproduce the behavior:
Expected behavior
Redirection to the book
Nextcloud information (please complete the following information):
Desktop (please complete the following information):
Additional context
Not really context per-se, but a very tiny nit-pick. There are scroll-bar arrows on this dashboard widget, but they default to hidden for dashboards for other apps.
Hello,
thanks for your wonderful work, this is a huge step forward in moving all our businessprocesses to nextcloud!
As you mention your concept is loosely based on GnuCas, which allows budgeting, it would be really great to also be able to budget in nc_money in the same way. Budgeting for me would mean especially planning ahead recurring and one time payments as well as incomming money.
Do you think that's feasible?
best regards
hi
is there a way to share an account with other users?
or is it an app for lonely people?
impossible to remove an entry?
plus, there are some display twitchings on chrome/brave: scroll bars appear and disappear, so do white squares when moving the mouse over the text fields ..?
thanks, i'm currently trying out your app :)
Describe the bug
After upgrade to Version 0.21.0 the dashboard card no longer works.
The balances of all 3 graphs are 0 for all points.
Also the lines are offset downwards extremely (about 2 cards high per line) and not respecting the card borders.
To Reproduce
Steps to reproduce the behavior:
Expected behavior
All 3 graphs should be inside the card applet and displaying the corresponding values
Screenshots
If applicable, add screenshots to help explain your problem.
Nextcloud information (please complete the following information):
Desktop (please complete the following information):
Hi,
I'm using the latest Money App and noticed the csv import is not working. I tried it on OSX with Google chrome and Safari.
Tried drag n drop and the file selector - nothing happens.
Let me know if you need more information.
Possibility to manage multiple Companies and allow users to read, access, change, write (permission modell) the data.
Hello,
thanks for your wonderful work, this is a huge step forward in moving all our business processes to nextcloud!
It would be great to be able to add entries for loans with automatic calculation of interest for their term. This would mean for each entry users would be requested to enter the amount, the interest rate, the term etc.. Calculation should then be automatically done for each recurring term.
Do you think that's feasible?
best regards
As many of the expenses a family have are recurring, it would be very nice to be able to create recurring expenses.
E.g. rent for a flat, insurance premiums, etc.
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