Manage a hierarchy of monetary accounts. You can define one-off transactions and recurring transactions.

Currently this is a console app only. However the code has been written to support single-user and multi-user scenarios. Future iterations may include an HTTP API and a web/mobile front end in .NET MAUI.

Download the latest ZIP under Releases and unzip it to a temporary directory.

From within the temporary directory:

./install.sh RID

where RID represents the runtime identifier for your OS and architecture. If you do not specify a RID, the default is osx.12-arm64 (macOS Monterey on ARM64).

Currently the following RIDs are supported:

• osx.12-x64
• osx.12-arm64
• linux-x64
• linux-arm
• linux-arm64

The script will create a symlink called accounts in ~/bin, so please ensure that that directory exists and is in your path.

Move the directory for your architecture (either win10-x64 or win10-arm64) to a convenient permanent location then create a shortcut to Morphologue.Accounts.Presentation.ConsoleApp.exe therein.

You must have the .NET >=7 SDK installed.

Then in the src/Morphologue.Accounts.Presentation.ConsoleApp directory:

$ dotnet run -- --help

To run the tests, change to the src/Morphologue.Accounts.UnitTests directory and execute:

$ dotnet test

Create an account under the root account:

$ accounts add account "Primary"

Create a sub-account:

$ accounts add account --parent "Primary" "Secondary"

List accounts:

$ accounts list accounts

[Root]
  Primary
    Secondary

Add a one-off transaction with today's date and no description:

$ accounts add transaction --account "Secondary" 16.35

Add a transaction which recurs quarterly from the given date and has a negative amount:

$ accounts add transaction --account "Primary" --description "Demo" --date 2022-01-21 --recurring 3m '$-10.69'

List transactions:

$ list transactions --since 2022-01-01

ID     Date       Amount      Balance     Description                              Account
    2* 2022-01-21 $    -10.69 $    -10.69 Demo                                     Primary
    2* 2022-04-21 $    -10.69 $    -21.38 Demo                                     Primary
    2* 2022-07-21 $    -10.69 $    -32.07 Demo                                     Primary
    1  2022-07-24 $     16.35 $    -15.72                                          Secondary

Change a transaction:

$ accounts change transaction --recurring 84d 2

$ accounts list transactions --since 2022-01-01

ID     Date       Amount      Balance     Description                              Account
    2* 2022-01-21 $    -10.69 $    -10.69 Demo                                     Primary
    2* 2022-04-15 $    -10.69 $    -21.38 Demo                                     Primary
    2* 2022-07-08 $    -10.69 $    -32.07 Demo                                     Primary
    1  2022-07-24 $     16.35 $    -15.72                                          Secondary

The --help output shows the options which are available for each command and subcommand. For example:

$ accounts delete --help

Usage: accounts delete [command] [options]

Options:
  -?|-h|--help  Show help information.

Commands:
  account       
  transaction   

Run 'delete [command] -?|-h|--help' for more information about a command.

Note also that "account(s)" and "transaction(s)" may be abbreviated as follows:

So the following command (also shown above) —

$ accounts add transaction --account "Primary" --description "Demo" --date 2022-01-21 --recurring 3m '$-10.69'

— may be abbreviated as follows:

$ accounts add tran -a Primary -d Demo -y 2022-01-21 -r 3m '$-10.69'

Some additional functionality to note:

• An account may be closed using the change transaction command with the --close option. One-off transactions and recurring transaction instances after the closure date will not be shown. Also the account itself may be hidden depending on the --date option of the show accounts command.
• A child account is automatically closed when one of its ancestors is closed.
• Running totals include the children of the account which is being listed.

GNU GPL v3