个人财务的操作管理系统资源-CSDN下载

共632个文件

rb：267个

erb：156个

yml：60个

版权申诉

116 浏览量 2024-06-17 09:13:11 上传评论收藏 612KB ZIP 举报

《个人财务操作管理系统详解》在当今社会，个人财务管理已经成为日常生活的重要组成部分，一款高效、便捷的个人财务操作系统能够帮助我们更好地管理收入与支出，实现财富增值。本文将深入探讨一个基于Ruby系统的个人财务操作管理系统，旨在揭示其核心功能、工作原理以及如何利用它提升我们的财务管理能力。 Ruby是一种面向对象的、动态的编程语言，以其简洁的语法和强大的库支持深受开发者喜爱。在个人财务管理系统中，Ruby的灵活性和高效性使其成为理想的开发工具。通过Ruby，开发者可以快速构建出具有用户友好的界面和强大功能的系统。该系统的核心功能包括： 1. **收支记录**：系统允许用户输入日常的收入和支出信息，如工资、投资收益、购物消费等，并根据日期进行分类记录，便于后期分析。 2. **预算管理**：用户可以设定月度或年度预算，系统会实时跟踪并对比实际消费，提供超支警告，帮助用户控制开支。 3. **报表分析**：通过图表形式展示收支情况，如饼状图显示各项支出占比，折线图展示收支趋势，让用户直观了解自己的财务状况。 4. **账户管理**：系统支持多账户管理，无论是银行存款、投资账户还是信用卡，都能一目了然，便于用户统一规划。 5. **目标设置与追踪**：用户可以设定储蓄目标，系统会自动计算需要的每月存款额，并实时更新进度，激励用户实现理财目标。 6. **提醒功能**：对于定期账单或重要财务事件，系统能设置提醒，避免忘记支付或错过投资机会。 7. **安全保护**：考虑到财务信息的敏感性，系统应具备加密存储和用户身份验证功能，确保数据安全。在技术实现层面，可能的文件结构如下： - `maybe-main`: 这可能是系统的主程序文件，包含初始化、主循环和控制流程等关键代码。 - 其他可能的文件如`models`目录可能包含用户、账户、收支记录等模型的定义，`controllers`目录负责处理用户请求和业务逻辑，`views`目录用于生成用户界面，`lib`目录则可能包含自定义的库函数。基于Ruby的个人财务操作管理系统结合了强大的编程语言特性和实用的财务管理功能，为用户提供了一站式的个人财务解决方案。通过学习和使用这样的系统，我们可以更加科学地管理自己的财务，实现财富的有序增长。

资源推荐

资源详情

资源评论

收起资源包目录

个人财务的操作管理系统（632个子文件）

brakeman 139B

bundle 3KB

application.tailwind.css 3KB

application.css 25B

expected_snapshots.csv 4KB

expected_balances.csv 2KB

dev 379B

Procfile.dev 101B

docker-entrypoint 191B

Dockerfile 2KB

Dockerfile 386B

.dockerignore 811B

credentials.yml.enc 456B

dashboard.html.erb 9KB

new.html.erb 8KB

show.html.erb 6KB

_sidebar.html.erb 6KB

show.html.erb 5KB

bulk_edit.html.erb 4KB

show.html.erb 4KB

_type_selector.html.erb 4KB

summary.html.erb 4KB

_account_list.html.erb 3KB

_institution_accounts.html.erb 3KB

_account_valuation_list.html.erb 3KB

_nav.html.erb 3KB

_notification.html.erb 3KB

clean.html.erb 3KB

_account_group_disclosure.erb 2KB

_import.html.erb 2KB

show.html.erb 2KB

_list.html.erb 2KB

index.html.erb 2KB

_pagination.html.erb 2KB

_sample_table.html.erb 2KB

_header.html.erb 2KB

index.html.erb 2KB

_form.html.erb 2KB

new.html.erb 2KB

_menu.html.erb 2KB

index.html.erb 2KB

_row.html.erb 2KB

_form.html.erb 2KB

load.html.erb 2KB

_account.html.erb 2KB

_form.html.erb 2KB

_category_filter.html.erb 2KB

_allocation_chart.html.erb 1KB

application.html.erb 1KB

auth.html.erb 1KB

_merchant_filter.html.erb 1KB

_form.html.erb 1KB

_account_history.html.erb 1KB

_account_filter.html.erb 1KB

changelog.html.erb 1KB

_period_select.html.erb 1KB

_selection_bar.html.erb 1KB

_form.html.erb 1KB

_badge.html.erb 1KB

edit.html.erb 1KB

_value_heading.html.erb 1KB

configure.html.erb 1KB

_form.html.erb 1KB

imports.html.erb 1KB

index.html.erb 1KB

_form_row.html.erb 1KB

_entry_method.html.erb 1KB

_upgrade_notification.html.erb 1KB

_row.html.erb 1KB

_header.html.erb 1KB

_tag.html.erb 1003B

_transaction.html.erb 977B

_progress_circle.html.erb 915B

_transactions.html.erb 908B

confirm.html.erb 901B

edit.html.erb 892B

_menu.html.erb 866B

_date_group.html.erb 850B

_confirm_modal.html.erb 827B

_nav_step.html.erb 791B

_summary.html.erb 773B

_alert.html.erb 750B

_nav_link_large.html.erb 744B

show.html.erb 732B

_account_percentages_bar.html.erb 713B

_institutionless_accounts.html.erb 685B

_account_percentages_table.html.erb 680B

show.html.erb 680B

_transaction.html.erb 665B

show.svg.erb 653B

new.html.erb 642B

with_sidebar.html.erb 642B

new.html.erb 617B

_drawer.html.erb 616B

_transaction.html.erb 616B

共 632 条

<img width="1440" alt="dashboard_mockup" src="https://github.com/maybe-finance/maybe/assets/35243/a7763d0e-a942-42db-bde7-eb8d28106917"> (Note: The image above is a mockup of what we're working towards. We're rapidly approaching the functionality shown, but not all of the parts are ready just yet.) # Maybe: The OS for your personal finances Get involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues) _If you're looking for the previous React codebase, you can find it at [maybe-finance/maybe-archive](https://github.com/maybe-finance/maybe-archive)._ ## Backstory We spent the better part of 2021/2022 building a personal finance + wealth management app called, Maybe. Very full-featured, including an "Ask an Advisor" feature which connected users with an actual CFP/CFA to help them with their finances (all included in your subscription). The business end of things didn't work out, and so we shut things down mid-2023. We spent the better part of $1,000,000 building the app (employees + contractors, data providers/services, infrastructure, etc.). We're now reviving the product as a fully open-source project. The goal is to let you run the app yourself, for free, and use it to manage your own finances and eventually offer a hosted version of the app for a small monthly fee. ## Maybe Hosting There are 3 primary ways to use the Maybe app: 1. Managed (easiest) - _coming soon..._ 2. [One-click deploy](docs/hosting/one-click-deploy.md) 3. [Self-host with Docker](docs/hosting/docker.md) ## Local Development Setup **If you are trying to _self-host_ the Maybe app, stop here. You should [read this guide to get started](docs/hosting/docker.md).** The instructions below are for developers to get started with contributing to the app. ### Requirements - Ruby 3.3.1 - PostgreSQL >9.3 (ideally, latest stable version) After cloning the repo, the basic setup commands are: ```sh cd maybe cp .env.example .env bin/setup bin/dev # Optionally, load demo data rake demo_data:reset ``` And visit http://localhost:3000 to see the app. You can use the following credentials to log in (generated by DB seed): - Email: `[email protected]` - Password: `password` For further instructions, see guides below. ### Multi-currency support If you'd like multi-currency support, there are a few extra steps to follow. 1. Sign up for an API key at [Synth](https://synthfinance.com). It's a Maybe product and the free plan is sufficient for basic multi-currency support. 2. Add your API key to your `.env` file. ### Setup Guides #### Dev Container (optional) This is 100% optional and meant for devs who don't want to worry about installing requirements manually for their platform. You can follow [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more about Dev Containers. If you run into `could not connect to server` errors, you may need to change your `.env`'s `DB_HOST` environment variable value to `db` to point to the Postgres container. #### Mac Please visit our [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide). #### Linux Please visit our [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide). #### Windows Please visit our [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide). ### Testing Emails In development, we use `letter_opener` to automatically open emails in your browser. When an email sends locally, a new browser tab will open with a preview. ## Contributing Before contributing, you'll likely find it helpful to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki). Once you've done that, please visit our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md) to get started! ## Repo Activity ![Repo Activity](https://repobeats.axiom.co/api/embed/7866c9790deba0baf63ca1688b209130b306ea4e.svg "Repobeats analytics image") ## Copyright & license Maybe is distributed under an [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/LICENSE). " Maybe" is a trademark of Maybe Finance, Inc.

评论收藏

内容反馈

版权申诉