Easy Personal Finance

Simple, friendy and powerful engine to manage personal finances easily. Great tool to be used by web apps or cli apps.

Installation

Use npm package manager to install Easy Personal Finance

npm install easy-personal-finance
npm install easy-personal-finance@latest

Usage

In this moment this library offers two components (transactions & reports "new in version 3.1.0") To instance library

import { EasyFinance } from 'easy-personal-finance'

Transactions component usage

If we want to use the library to get the transactions from a FormData object used in to upload files in an http request then we could use the library as follows.

const transactionsDraft = new EasyFinance()
  .transactions
  .withType('form-data')
  .withData({
    body: req.body,
    contentTypeHeader: req.headers['content-type']!,
  })
  .build()
  .find({ text: searchParam })

• req: Request object using Nextjs Api as a library client.
• form-data: Indicates the type of source from which the financial data comes from.
• searchParam: Search string entered by the user to search for specific transactions. More examples watching test

Format valid files

Json format file

[
  {
    "date": "01/01/2022",
    "concept": "Transferencia bancaria",
    "movement": "Alquiler",
    "amount": "-1500",
    "notes": "ALQUILER ENERO o no"
  },
  {
    "date": "02/01/2022",
    "concept": "Pago con tarjeta",
    "movement": "Supermercado",
    "amount": "-100",
    "notes": "COMPRAS SEMANALES"
  },
  {
    "date": "05/01/2022",
    "concept": "Ingreso",
    "movement": "Nómina",
    "amount": "3000",
    "notes": "SALARIO ENERO"
  }
]

Csv format file

;Fecha;F.Valor;Concepto;Movimiento;Importe;Divisa;Disponible;Divisa;Observaciones;;;;Total ingresos;Total Gastos;Resultado
;31/01/2023;29/01/2023;ventas.com;Pago con tarjeta;-16.41;EUR;24800.46;EUR;4940197132993006 ventas.xom*1O3Y69XQ4;;;;2471.43;-2762.98;-291.55
;31/01/2023;31/01/2023;Cargo por amortizacion de prestamo/credito; ;-700.83;EUR;4816.87;EUR;9132-1528-57-0230106506;;;;;;
;30/01/2023;30/01/2023;Abono de nómina;"MyEmpresa; S.L";2380.43;EUR;25153.7;EUR;"MyEmpresa; S.L";;;;;;

Reports component usage

If you want to get a balance sheet report calculated from a set of transactions then you have to do the following.

  async getBalance() {
    const financeEntities = await this.service.getTransactions()

    const reportService = new EasyFinance().reports
      .withType('balance')
      .withData(financeEntities)
      .build() as BalanceSheetService

    return reportService.calculateReport()
  }

• financeEntities: represents the set of transactions to be usd to calculate report.
• .reports.: path to use reports component
• 'balance' type: indicates that the report to be generated should be a balance report.
• calculateReport: method responsable to calculate report.