Entaxy

Entaxy is your personal finance toolbelt. It will help you understand and gain control of your financial life.

We want to raise the bar on finance literacy by bringing to light concepts that should be easy to understand by everyone but currently take an unreasonable amount of time to learn.

Using beautiful data visualizations we want to build an opinionated framework that will provide you with useful insights and help improve your day to day life by dramatically reducing the financial stress and confusion you may be experiencing

Production site: https://entaxy.io

Staging site: http://entaxy-staging.s3-website.ca-central-1.amazonaws.com/

To build:

Pull down the repository: git clone https://github.com/twg/entaxy.git

Install and run:

npm install

npm start

Feature roadmap

• Investments
  • ETFs / Cryptocurrencies / Stocks / Mutual funds
  • Keep track of buy prices
  • Fees tracking + Keep track of deviations from plan
  • Re-investment calculations
• Taxes
  • Tax brackets
  • RRSP and TFSA limits and optimization
• Mortgage/debt
• Budget management
  • Income tracking and allocation
  • Bank statements tracking (securely import your bank transactions)
  • Auto statement categorization
  • Vacation tracking (variable expenses)
  • Reporting
  • Receipt management
• Net worth
• Retirement projections
• import/export
• Insurance
• Estate planning
• Pensions

Contributing

Would you like to contribute to this project? Check out our Wiki for more information.

Code of conduct

Everyone interacting in Entaxy and its sub-projects' codebases, issue trackers, chat rooms, and mailing lists is expected to follow our Code of Conduct.

License

Entaxy is released under the MIT License.