IntenseFinance/firefly-iii
3
0
Fork 0
mirror of https://github.com/firefly-iii/firefly-iii.git synced 2024-11-22 08:56:39 -06:00
Code Issues Packages Projects Releases Wiki Activity

Update changelog and readme.

Browse Source
This commit is contained in:
James Cole 2019-08-08 18:00:44 +02:00
parent c8c8fce55f
commit d7a3fcf26d
No known key found for this signature in database
GPG Key ID: C16961E655E74B5E
2 changed files with 99 additions and 29 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

58
changelog.md
View File

@ -2,6 +2,64 @@
All notable changes to this project will be documented in this file.
This project adheres to [Semantic Versioning](http://semver.org/).
## [4.8.9 (API 0.10.0)] - 2019-08-22
A huge change that introduces significant database and API changes. Read more about it [in this Patreon post](https://www.patreon.com/posts/summer-time-to-28072164).
### Open and known issues
- The "new transaction"-form isn't translated.
- You can't drag and drop transactions.
- You can't clone transactions.
### Added
- Initial release.
- Hungarian translation!
### Changed
- New database model that changes the concept of "split transactions";
- New installation routine with rewritten database integrity tests and upgrade code;
- Rewritten screen to create transactions which will now completely rely on the API;
- Most terminal commands now have the prefix `firefly-iii`.
- New MFA code that will generate backup codes for you and is more robust. MFA will have to be re-enabled for ALL users.
### Deprecated
- This will probably be the last Firefly III version to have import routines for files, Bunq and others.
### Removed
- The export function has been removed.
### Fixed
- #1652, new strings to use during the import.
- #1860, fixing the default currency not being on top in a JSON box.
- #2031, a fix for Triodos imports.
- #2153, problems with editing credit cards.
- #2179, consistent and correct redirect behavior.
- #2180, API issues with foreign amounts.
- #2187, bulk editing reconciled transactions was broken.
- #2188, redirect loop in bills
- #2189, bulk edit could not handle tags.
- #2203, #2208, #2352, reconciliation fixes
- #2204, transaction type fix
- #2211, mass edit fixes.
- #2212, bug in the API when deleting objects.
- #2214, could not view attachment.
- #2219, max amount was a little low.
- #2239, fixed ordering issue.
- #2246, could not disable EUR.
- #2268, could not import into liability accounts.
- #2293, could not trigger rule on deposits in some circumstances
- #2314, could not trigger rule on transfers in some circumstances
- #2325, some balance issues on the frontpage.
- #2328, some date range issues in reports
- #2331, some broken fields in reports.
- #2333, API issues with piggy banks.
- #2355, configuration issues with LDAP
- #2361, some ordering issues.
### API
- Initial release
## [4.7.17.6 (API 0.9.2)] - 2019-08-02
### Security

70
readme.md
View File

@ -36,45 +36,57 @@ By keeping track of your expenses and your income you can budget accordingly and
You can read more about this in the [official documentation](https://firefly-iii.readthedocs.io/en/latest/index.html).
### Features
Most importantly...
Firefly III is pretty feature packed. Some important stuff first:
* Firefly III runs on your own server, so you are fully in control of your data. It will not contact other sites or servers.
* You can import from over 2500 financial providers, in 55 countries when you enable the [Spectre API](https://firefly-iii.readthedocs.io/en/latest/import/spectre.html).
* You can also import from [bunq](https://www.bunq.com/), from **YNAB**, using **FinTS** or simply by uploading **CSV** files.
* Firefly III features an [JSON REST API](https://api-docs.firefly-iii.org/) with a [Python API client](https://pypi.org/project/Firefly-III-API-Client/) built by [ms32035](https://github.com/ms32035).
* If you feel you’re missing something you can just ask me and I’ll add it!
* It is completely self-hosted and isolated, and will never contact external servers until you explicitly tell it to.
* It features a REST JSON API that covers almost every part of Firefly III.
* There are many translations available.
* All pages feature help texts and support popups.
But actually, it features:
The most exciting features are:
* Create [recurring transactions to manage your money](http://docs.firefly-iii.org/en/latest/advanced/recurring.html)
* [Rule based transaction handling](http://docs.firefly-iii.org/en/latest/advanced/rules.html) with the ability to create your own rules
* Import data from external systems
* [FinTS](http://docs.firefly-iii.org/en/latest/import/fints.html)
* [bunq](http://docs.firefly-iii.org/en/latest/import/bunq.html)
* [Spectre](http://docs.firefly-iii.org/en/latest/import/spectre.html) (offering thousands of connected banks)
* [CVS files](http://docs.firefly-iii.org/en/latest/import/csv.html)
* [YNAB](http://docs.firefly-iii.org/en/latest/import/ynab.html)
Then the things that make you go "yeah OK, makes sense".
* A [double-entry](https://en.wikipedia.org/wiki/Double-entry_bookkeeping_system) bookkeeping system
* You can store, edit and remove [withdrawals, deposits and transfers](http://docs.firefly-iii.org/en/latest/concepts/transactions.html). This allows you full financial management
* You can manage [different types of accounts](http://docs.firefly-iii.org/en/latest/concepts/accounts.html)
* Asset accounts
* Shared asset accounts (household accounts)
* Saving accounts
* Credit cards
* Loans, mortgages
* It's possible to create, change and manage money [using budgets](http://docs.firefly-iii.org/en/latest/concepts/budgets.html)
* Organize transactions [using categories](http://docs.firefly-iii.org/en/latest/concepts/categories.html)
* Save towards a goal using [piggy banks](http://docs.firefly-iii.org/en/latest/advanced/piggies.html)
* Predict and anticipate [bills](http://docs.firefly-iii.org/en/latest/advanced/bills.html)
* View [income and expense reports](http://docs.firefly-iii.org/en/latest/advanced/reports.html)
* Organize expenses [using tags](http://docs.firefly-iii.org/en/latest/concepts/tags.html)
And the things you would hope for but not expect:
* [A double-entry bookkeeping system](https://firefly-iii.readthedocs.io/en/latest/concepts/transactions.html)
* You can store, edit and remove [withdrawals, deposits and transfers](https://firefly-iii.readthedocs.io/en/latest/concepts/transactions.html). This allows you full financial management
* You can manage different types of accounts
* [Asset](https://firefly-iii.readthedocs.io/en/latest/concepts/accounts.html) accounts
* Shared [asset accounts](https://firefly-iii.readthedocs.io/en/latest/concepts/accounts.html) ([household accounts](https://firefly-iii.readthedocs.io/en/latest/concepts/accounts.html))
* Saving accounts
* Credit cards
* It's possible to create, change and manage money using [budgets](https://firefly-iii.readthedocs.io/en/latest/concepts/budgets.html)
* Organize transactions using [categories](https://firefly-iii.readthedocs.io/en/latest/concepts/categories.html)
* Save towards a goal using [piggy banks](https://firefly-iii.readthedocs.io/en/latest/advanced/piggies.html)
* Predict and anticipate [bills](https://firefly-iii.readthedocs.io/en/latest/advanced/bills.html)
* View income / expense [reports](https://firefly-iii.readthedocs.io/en/latest/advanced/reports.html)
* [Rule based](https://firefly-iii.readthedocs.io/en/latest/advanced/rules.html) transaction handling with the ability to create your own rules.
* The ability to [export data](https://firefly-iii.readthedocs.io/en/latest/import/export.html) so you can move to another system.
* The ability to [import data](https://firefly-iii.readthedocs.io/en/latest/import/csv.html) so you can move _from_ another system.
* Organize expenses using [tags](https://firefly-iii.readthedocs.io/en/latest/concepts/tags.html)
* 2 factor authentication for extra security 🔒
* Supports any currency you want, including [crypto currencies](https://firefly-iii.readthedocs.io/en/latest/concepts/currencies.html) such as ₿itcoin and Ξthereum
* Lots of help text in case you don’t get it
* Translations into 10(!) languages, proudly powered by [Crowdin](https://crowdin.com/project/firefly-iii).
* Supports [any currency you want](http://docs.firefly-iii.org/en/latest/concepts/currencies.html), including crypto currencies such as ₿itcoin and Ξthereum
* There is a [Docker image](http://docs.firefly-iii.org/en/latest/installation/docker.html), a [Sandstorm.io grain](http://docs.firefly-iii.org/en/latest/installation/hosted.html) and an [Heroku script](http://docs.firefly-iii.org/en/latest/installation/hosted.html).
* Lots of help text in case you don't get it
Everything is organised:
And to organise everything:
* Clear views that should show you how you're doing
* Easy navigation through your records
* Browse back and forth to see previous months or even years
* Lots of charts because we all love them
* Financial reporting showing you how well you are doing
* Lots of math because we all like math!
* If you feel you’re missing something you [can just ask me](http://docs.firefly-iii.org/en/latest/contact/contact.html) and I’ll add it!
### Who is it for?
This application is for people who want to track their finances, keep an eye on their money **without having to upload their financial records to the cloud**. You're a bit tech-savvy, you like open source software and you don't mind tinkering with (self-hosted) servers.