Welcome to the Finance Tracker Application. Currently as of Mar 22, 2023 it is a work in progress and you will notice a few things with the app that aren't quite perfect, yet for now it works for my needs.

If you want to follow along with what's happening in the database you can download an SQLite database viewer such as the one at https://sqlitebrowser.org and open the file at C://Users/your_user_account/AppData/Local/FinanceTracker/FinanceTracker.db

On the start page you will notice Graph which may or may not see some data in it if you have already entered in some data. You can toggle between "Total" and "Cash QuickWithdrawal".

Total is quite simply net worth. Cash QuickWithdrawal is the amount of cash I have on hand plus cash that I can withdraw from various places such as my Uber earnings that will deposit within 24-48 hrs whenever I want.

You also have the option to select between "Adjusted" and "Unadjusted".

Unadjusted is quite simply the raw amounts as shown on the bank accounts website on that day. Adjusted, adjusts for things such as how much I should have saved for payments on bills and how much interest has accumulated that hasn't shown up on the accounts website.

To get started go ahead and click "Add new Entry". A new window will pop up. You will see various a number of rows. The first two rows are cash accounts. The third row is stocks. And the final rows are credit, loans and debts. Go ahead and enter some values(don't worry about entering negative signs as the program will take care of that for you. Make sure you put a value in each of the cells (except for notes)or it won't submit. You might also notice a tab called "Unposted transactions". This tab is for taking care of situations such as when you might pay a credit card bill and it shows up on your credit account but not your Checking account and it looks like you have more money than you do, or the other way around and it looks like you have less money than you do. Go ahead and enter in some values here (don't worry about a negative sign the program will determine that by whether or not you choose it's unposted on the from or two side). Go back to the other tab choose a date(you should probably pick today's date otherwise things like how I calculate the Adjusted values will probably break but if you want to see how the graph works and don't care about that then feel free to add dates that arent today), add a date if you'd like and click submit. For the record you can only submit one entry per date.




If you'd like to explore the app fuller go back to the start page, click "Edit Account Details", then "Add Account", this is where we add subscriptions, credit cards and other bills so that we can calculate the "Adjusted" amounts we talked about earlier. A subscription is any bill that doesn't accumulate interest. A credit or loan is anything that does. And a plan is just some date that you want to have a certain amount of spare cash by. 

To add a subscription, give it a name, enter the monthly payment and when you normally pay the bill. 

To add a credit or loan (again don't worry about negative signs) give it a name, enter the last statement balance, your monthly payment(if you just pay the minimum just enter in zero and it will calculate the minimum payment based on what you enter in the following cells), what the account determines is absolute minimum you must pay, they usually also calculate the minimum payment based on a percentage of your last statement(that's the next cell), then the interest percentage is the next cell, then some companies also include the last amount of interest applied to your account in the minimum payment. Indicate that with a checkbox. Then enter when your last statement ended and when your next payment is. If you have two payments check that box and indicate when that payment is.

For a plan just give it name, enter the amount you'd like to have and when you'd like to have it and it'll include it in Cash QuickWithdrawal Adjusted. 



If you want to explore it even further go back to the start page and click "Add Fulton Entries" copy the data below (don't include the dashed lines) and paste into the window that popped up and click add. Go to the table FultonTransactions in your SQLite table to see what happened. Or better yet. Go back to the start page, click Fulton View and where it says Stores enter "null"(It may be slow and block the GUI I know it's a work in progress). You've just selected all the transactions that don't have a store tag yet. To add a tag click "Edit Tag" in the top right.

This whole process of adding tags in a work in progress but it works. The first cell is to name it, the next seven cells are the rules for the tag, and the last three are set the store tag and major and minor description tags. The only cell that's required is the Tag Name cell, the rest are optional. If you leave it blank it will skip the rule or setting of the store or tag. The memo contains, store equals and tag equals are all case sensitive.

Try this Tag Name: "Sheetz", Memo Contains: "SHEETZ", Set Store: "Sheetz", Set Major Tag: "Gas" click add then Apply rules on the previous page. Now go back to the Fulton View and instead of "null" under store enter either "Sheetz" or "*". Entering in "*" in either stores or tags will select all entries. You can also select multiple stores or tags by separating them with a comma, you do need to be precise with your spelling and case and you should probably also leave out leading or trailing white spaces.

That's about it. You can also enter in earnings and it will calculate how much taxes you owe but I think that's enough for now. Feel Free to play around a bit.