YAFFA

YAFFA is a self-hosted personal financial management Web application that gives you complete control of your financial data. ### 1. registered account After accessing the app, click **Register a new account** to register a new user. ####ˇPassword rules YAFFA uses a strict password security policy, and your password must meet the following requirements: | requirements| description| |------|------| | ** Minimum of 8 digits **| Password length must be at least 8 characters| | ** Contains letters **| Must have upper and lower case letters| | ** Mixed case **| Contains both upper and lower case letters| | ** Contains numbers **| At least one number| | ** Contains symbols **| At least one special character (such as `!@#$%^&*`) | | ** Not leaked **| Passwords that appear in known data breaches cannot be used| ####Password example | state| Password Example| reason| |------|----------|------| | Valid| `Yaffa2026! Finance#` |meet all requirements| | Valid| `MyM0ney$afe!` | Case + number + symbol| | Invalid| `password123` |It's too simple, it may have been leaked| | Invalid| `12345678` |Missing letters and symbols| | Invalid| `Admin@123` |Common passwords may have been compromised| ##Core functions ### Dashboard The home dashboard provides a financial overview: - **Total value**: Total asset value of all accounts - **Monthly overview**: Overview of revenue and expenditure by category for the current month - **Scheduled transactions**: transaction reminders in the plan ### Investments Manage your portfolio: - Tracking investments in stocks, funds, bonds, etc. - Support multi-currency investment value conversion - Optional configuration of the Alpha Vantage API for real-time prices ### Assets Manage various types of assets: - **Accounts**: Bank accounts, cash, credit cards, etc. - **Account Groups**: Account group management - **Currencies**: Multi-currency support ### Reports Generating financial statements: - revenue and expenditure detailed report - classified and analyzed statistically - Time period comparison ### Automation Automated financial management: - **Scheduled Transactions**: Regular transactions (such as monthly salary, rent) - **Rules**: Automatic classification rules ### Quick Actions Use the shortcut entry to quickly add transaction records. --- ##NewbieSetup Wizard After logging in for the first time, YAFFA will display a Setup Wizard that guides you through the following steps: 1. ** Add currency ** -The system will automatically create a default currency 2. ** Set up base currency ** -Select your primary settlement currency 3. ** Create account groups ** -such as "bank cards","investment accounts", etc. 4. ** Add account ** -Create a specific bank account or cash account 5. ** Add payee/payer ** -Record commonly used transaction objects 6. ** Add categories ** -such as "catering","transportation","wages", etc. 7. ** Record your first transaction ** -Start your financial recording journey!