Saccs Personal Accounting

Saccs is a simple web-based personal accounting package to track bank and credit card balances. A person can have multiple accounts. Multiple installations on one system can accomodate multiple users. Perl and MySQL are required.

Details

• Perl and MySQL. Certain perl libraries such as HTML::Template and DBI are required. Apache or something like it is recommended.
• Will run on almost anything that can handle apache and perl.
• I wrote a simple set of scripts to do web-based tracking of my bank accounts, credit card and cash balances, and "who owes me how much". This worked well enough for 3 years, so I want to release it for others to use. But the original is very dirty code and hard to install, so I'm writing a new one, with the lessons learned in 3 years, that will also be properly modularised and packaged.
• Features:
  • Create/open an account: bank or credit card or "community". You can have as many of these as will fit in the menu, more if you don't mind crowding.
  • Bank account detail display will show date, description, "cleared" (think check) per month. It will show a balance and a "cleared" balance. The "cleared" balance should be the same as what your ATM shows you. It will also show the month's net inflow and outflow.
  • For bank accounts, previous months can be viewed. The month display will show beginning and ending balances and light up discrepancies.
  • For credit cards, a running balance total will be shown along with date, item description, etc. When you receive your monthly statement, delete the items that are correct and enter the balance as a new starting point for the calculation. This helps to keep track of what you're spending on the card.
  • "Community" shows a grid, each column corresponds to a friend and each row corresponds to money owed to or by one of the friends. The last row, the total, shows the total owed to or by the friend. Very useful for roommates and easier to use than describe.
  • Transfers between accounts.
  • No direct communication with any financial institution.

SF project page