Happy Balance

**Happy Balance** is an open source, self-hosted personal financial management system that is fully privately deployed and 100% owned by you. ** Default account **: - User name: `admin` - Password: `admin123` ###Core features - ** Completely private ** -Data stored on your own server, no tracking, no advertising - ** Multi-currency support ** -Support multi-currency management - ˇ** Intelligent classification ** -Combination of automatic classification and manual classification - **CSV import ** -supports import from bank statements (N26, etc.) - ** Visual charts ** -Clear income and expenditure analysis and trend charts - ** Multi-user support ** -Supports three roles: administrator, ordinary user, and viewer - ** Dark mode ** -Dark theme to protect eyes ### 1. create a classification Before recording transactions, create expense and revenue classifications: ####Operation steps: 1. Go to the **"Classification Management"** page 2. Click the **"Add Category"** button 3. Fill in the classification information: - ** Name **: such as "Catering","Transportation","Salary", etc. - ** Type **: Select "Expenditure" or "Income" - ** Color **: Select a representative color (for easy chart recognition) - ** Budget ** (Optional): Set monthly budget limits 4. Click **"Save"** to create a classification ### 2. record transactions ####Add transactions manually: 1. Go to the **"Transaction Records"** page 2. Click the **"Add Transaction"** button 3. Fill in transaction information: - ** Amount **: Enter the transaction amount - ** Type **: Select "Expenditure","Income" or "Investment" - ** Classification **: Select the corresponding classification - ** Date **: Select a transaction date - ** Description ** (Optional): Add transaction comments 4. Click **"Save"** to complete the record ### 3. Import bank statements (CSV) Happy Balance supports batch import of transactions from CSV files exported from banks. ####Supported bank formats: - **N26** (Native support) - ** Universal CSV** (customizable mapping) ####Import steps: 1. Download transaction record CSV files from banks 2. Go to the **"Import"** page 3. Click **"Select File"** Upload CSV 4. The system will automatically parse the file content 5. ** Data preview **: - Check imported transaction data - Adjust classification mapping (if needed) - Eliminate unwanted transactions 6. Click **"Confirm Import"** 7. Import statistics will be displayed after the import is completed ####Import considerations: - Ensure that the CSV file is encoded as UTF-8 - Date format should be `Y-MM-DD` or bank standard format - Backup existing data before importing - Can be imported multiple times, and the system will detect duplicate transactions