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OSS Checkbook: Bill and Payment Tracker

This is the software I am building to automate my budget and expense spreadsheets. It currently handles expenses and a theme/layout I have used for my personal finance spreadsheets for years.

This spreadsheet was generated by this app:

sheet_6_13_24

How To Use This Software:

Install dependencies:

  • .NET 8 SDK if not using a release build
  • Install Git (optional)
  • Powershell, CMD for Visual Studio, or Visual Studio (Linux use not currently supported, but it may still work)

Clone:

git clone https://github.com/TPi-Home/Budget.git
cd Budget

Build:

If you accidentally closed out of the CLI: Right click inside the Budget root directory from File Explorer, then click open with terminal.
Run to restore ClosedXML dependencies via Nuget:

dotnet restore

Then build:

dotnet build

Then run:

dotnet run

Alternatively, you can open the .SLN file and build/run from there.
Contributions are very welcome! Feel free to fork the repository and create a PR for any of your changes!


Potential Future Features:

  • Add a bool isSplit column for totaling bills to reduce warnings from Excel regarding consistency of formulas
  • Add a separate section for subscription services that have variable due dates
  • Add an option to change the colors of the spreadsheet theme
  • Simple graphical user interface
  • Adding tax and adjusting totals to account for that, further helping the user better itemize their expenses
  • A separate sheet for income
  • Different options for rent and mortgage
  • Options for Insurance
  • Options for different income types when the income sheet is more fleshed out (W-2, 1099, 1040, etc.)
  • Options for savings
  • Reminders for tax season (eg healthcare.gov tax forms)
  • Office.Interop
  • Option to delete an entry
  • Add options to break early while data gathering
  • Option to add columns
  • Option to enter new formulas

Please send any suggestions to me directly if you know me. If not, I can be contacted via email from this website:

https://www.tpittman.dev/home

Known Bugs:

Currently none, but there are some redundant functions performed and this could be optimized.

About

Generates a personal expense spreadsheet with placeholder rows dividing the weeks. Calculates the remaining amount owed for the month based off a data entry column.

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