Booky

A user-friendly app for tracking business expenses and revenue, designed to simplify financial management for entrepreneurs and small business owners.

How to use it locally

1. Clone the project
2. In the backend folder run this command: ./pocketbase serve You may need to change the file in the backend folder if you are using MacOS or Windows, see the Pocketbase doc.
3. Run npm install in the app folder
4. Create a .env file in the app folder
5. npm run dev

Deployment

To-do list

• [x] Login, registration, reset password, logout
• [x] Light/Dark theme
• [x] Edit user profile

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Release v0.1

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Transactions

• [x] Display
• [x] Create
• [x] Edit
• [x] Delete
• [x] Upload document
• [x] Download document
• [x] Date filter

Transaction label

• [X] Create
• [X] Edit
• [X] Delete (default to general label)
• [X] Assign

Dashboard

• [X] Display revenues/expenses
• [X] Display latest transactions
• [X] Date filter
• [X] Expense/Revenu chart filtered by label

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Release v1

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This project was created to assist developers who want to start a business but don't have the budget for accounting software. This app can serve as a valuable starting point for organizing your expenses and revenue. Additionally, you can add more functionalities as needed.

We offer a solution with more functionality at meetbooky.com, featuring both a one-time payment option and a pay-as-you-go product. While many solutions today rely on subscription-based plans, we’ve chosen a different approach to ensure that our product scales with your needs.

Pro Functionality

• Export transactions to Excel format
• Pre-fill fields on PDF imports
• Include administration code on labels for tax reports
• Automatically import your Stripe transactions with one click
• Import invoices from Gmail or Outlook
• Create tax presets based on your country and/or state
• Capture photos of receipts