Dukatia

Dukatia is a powerful self-managed personal financial management system that helps you have complete control of your personal financial data. Supports transaction recording, budget management, asset tracking, multi-account management, smart tag classification and customizable dashboards. - * * Default username: admin - * * Default password: admin * * Core advantages: ** - Completely self-managed, data is completely in your own hands - Support multi-currency management - Flexible labeling system, intelligent classified transactions - Visualize the dashboard for clear financial status - Multiple account support, unified management of all financial accounts - Asset tracking, real-time understanding of changes in net assets ##Main function guide📊 ### 1. account management * * Create a new account: ** - Click on "Accounts" in the top menu - Click the "Add Account" button - Fill in account information: - Account name (e.g. ICBC, Alipay, cash, etc.) - Default currency (Euro, USD, etc.) - click Save * * Manage multiple accounts: ** - Dukatia supports managing multiple accounts simultaneously - Different default currencies can be set for each account - The system automatically summarizes the total balance of all accounts ### 2. transaction records * * Add income/expense: ** - Click on the "Transactions" menu - Click "Add Transaction" - Fill in transaction information: - Amount (positive numbers represent revenue, negative numbers represent expenditure) - Account (Select Related Account) - date and time - Payee/Payor - description explains - currency type - Labels (for classification) - click Save * * Check transaction history: ** - All historical records can be viewed in the transaction list - Support filtering by date, account, and label - Support search function to quickly find specific transactions ### 3. label classification * * Create tags: ** - Click on the "Tags" menu - Click "Add Tag" - Enter the label name (e.g. catering, transportation, entertainment, wages, etc.) - Optional label color for easy identification - save label * * Usage of tags: ** - Select the appropriate tab when adding a transaction - Multiple tags can be added to a transaction - The system will automatically generate expenditure/revenue classification statistics based on tags ### 4. budget management * * Set budget: ** - Click on the "Budgets" menu - Create a new budget plan - Set budget cycle (monthly/annual) - Set budget limits for different tabs - The system will automatically track budget execution and remind you * * View budget execution: ** - Check the utilization percentages of various budgets in real time - There will be an eye-catching reminder when budget overruns - Support budget comparative analysis ### 5. asset tracking * * Add assets: ** - Click on the "Assets" menu - Add various assets (investments, real estate, vehicles, etc.) - Enter the current asset value - Select the currency to which the asset corresponds * * Update asset value: ** - Regularly update asset values - The system automatically calculates asset appreciation/depreciation - Generate asset change trend chart ### 6. Dashboards and reports * * Custom Dashboard: ** - Main dashboard displays financial overview - Supports customized display of charts and statistics - Different visualization components can be added/removed * * View report: ** - Revenue and Expenditure Trend Chart - Tag Classification Pie Chart - Account balance change curve - Growth trend of net assets - Monthly/Annual Financial Comparison