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ShinyBudgetAnalysis

A Shiny app (R-based dashboard) that gives insight into your GnuCash budget habits over time.

Check the wiki for sample screenshots.

Configuration

Running this Shiny app requires a few configuration steps.

  1. Download or clone this code to $SBA_DIR (whereever you want that to be):
    export SBA_DIR=/path/to/parent/directory/ShinyBudgetAnalysis
    
    cd $SBA_DIR
  2. Export your data from GnuCash
  3. File -> Export -> Export Transactions to CSV
  4. Click Forward (Use the default settings for "Quotes" and "Separators")
  5. Select the Expenses radio button
  6. Click on Expenses in the box below the radio buttons and then click Select Subaccounts
  7. Choose a date range (optional)
  8. Click Forward
  9. Save the .csv file in $SBA_DIR/data
  10. Find all the CHANGEME entries in the R files and update them with your preferred values
  11. Launch the Shiny server from within your favorite R shell or program
    ## Load the shiny librar
    library( "shiny" )
    
    ## Start the server and automatically launch my default browser to show the app
    runApp( "$SBA_DIR" )
    
    ## As above but show me the underlying code below the app
    runApp( "$SBA_DIR" , display.mode = "showcase" )
    
    ## As above but I'll open the app myself in an browser
    runApp( "$SBA_DIR" , display.mode = "showcase" , launch.browser = FALSE )