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@ -131,12 +131,12 @@ https://docs.firefly-iii.org/
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## Register a new account
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Straight forward...
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/registration.png)
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## Getting started
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/registration.png)
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/getting_started.png)
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1. First of all, read the page ;)
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2. Start with your private bank (Bankname - Your name)
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@ -145,20 +145,20 @@ Straight forward...
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## Navigation
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/navigation.png)
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### Dashboard
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/dashboard.png)
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### Budgets
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/budget.png)
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Probably one of the most use budget is for *Groceries*. Give yourself a limit for your weekly/monthly groceries budget.
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/Budget%20-%20auto-budget.png)
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The common question will be here which one do you want to choose in `Auto-budget`.
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@ -180,7 +180,7 @@ https://docs.firefly-iii.org/firefly-iii/concepts/budgets/
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### Bills
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/bills.png)
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Just add here all fixed costs like mortgage, rent, .....
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@ -200,11 +200,11 @@ https://docs.firefly-iii.org/firefly-iii/advanced-concepts/bills/
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### Piggy banks
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/piggy_bank.png)
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Actually, everything is pretty much self explained, the only "problem" you will come across is how you are going to achieve your goal. If you have a big goal, you may need to add two or even four bank accounts to one goal ("Group"). Having multiple accounts in a "Group" can be a little confusing because you don't know which bank account is which when you "Name" it as your actual goal. I like to use the name of my bank account when I need to add multiple accounts to a "Group". Take a look at the image below.
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/piggy_bank2-1.png)
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So there are 35 euros left (under "Account status") in my main account that I would like to add to the roof repair, but is it the main account?
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@ -222,7 +222,7 @@ This does not need to be explained. You will find all your transactions there (e
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Now it gets a bit more complicated because there are many things happening at once here. We will more or less only cover the basics here.
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/creating_a_rule.png)
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You can create a `Rule group `directly under `Rules`. You can open it in another tab to create it. A rule group could be your main accounts (`Personal`, `Company1`, `Company2`).
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@ -265,17 +265,17 @@ You should have also at least 3 accounts:
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Here you can change and add more accounts.
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/asset_accounts.png)
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https://docs.firefly-iii.org/firefly-iii/concepts/accounts/#default-asset-accounts
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#### Expense accounts
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/expenses.png)
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I prefer to keep it simple here. I work more with categories and tags. It is up to you if you want to add all expenses already here or under categories. For example, I only use private and have "grocery shops" as a category and if I want to know how much I spend on a particular store, I have the shop name as a tag. But you can also do it like this:
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/expenses2.png)
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Maybe you need a "Expense" already as "Grocery shops" and the specific store as a category and different tags for everything you bought in that store. This way you could track how much milk you bought last year.
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@ -285,14 +285,14 @@ https://docs.firefly-iii.org/firefly-iii/concepts/accounts/#expense-accounts
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#### Revenue accounts
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/revenue.png)
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Actually similar like expenses. You can also use private or if you get a refund from an online store.
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#### Liabilities
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/liabilities.png)
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Another good feature if you have given someone money or if you have loans, debts or mortgages to pay. Here you have the possibility to manage them as well.
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@ -311,7 +311,7 @@ https://docs.firefly-iii.org/firefly-iii/concepts/groups/
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### Reports
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/reports.png)
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An overview of what your accounts have done. You can select all accounts or only specific accounts. The same goes for categories and tags.
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You can see some charts and other information about your accounts.
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@ -321,7 +321,7 @@ https://docs.firefly-iii.org/firefly-iii/advanced-concepts/reports/
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### Export data
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/export_data.png)
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I have never used it. So no comment here. Just look at the link below.
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@ -335,28 +335,28 @@ Nothing to mention here, really. I will just leave some screenshots below.
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#### Profile
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/profile.png)
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#### Preferences
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/preferences.png)
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/preferences2.png)
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/preferences3.png)
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#### Currencies
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/currencies.png)
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#### Administration
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/administration.png)
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/administration2.png)
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/administration3.png)
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/administration4.png)
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/administration5.png)
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# Data importer
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@ -392,7 +392,7 @@ volumes :
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Go to your http://SERVER_IP:PORT(firefly3)/profile and create a new access token and name it `Importer` or whatever suits you.
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/token.png)
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## .fidi.env
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@ -418,18 +418,18 @@ docker compose up -d
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Go to http://SERVER_IP:PORT(data-importer).
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/data_importer.png)
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## Import file
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Go to your bank and export your transactions to a csv file.
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/data_importer2.png)
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You can create a configuration file later so that you do not have to keep changing the following information.
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[](https://techsaviours.org/news/user/pages/01.blog/your-own-open-source-finance-tool-firefly-iii/data_importer3.png)
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I mainly use the default settings. Only "Import tag" and "Date format" are different. But the settings really depend on how your bank exports your transactions. You have to test that a bit yourself. Every bank is different so it makes no sense to put here a reasonable config for all. See the link https://docs.firefly-iii.org/data-importer/usage/configure/#file-options for that while you're setting it up for yourself.
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