XDB Money is a simple web-based personal finance tracker that can keep track of multiple accounts and multiple transactions, grouping these transactions into categories for reporting facilities. XDB Money runs under PHP/MySQL.
Here are some key features of "XDB Money":
· Unlimited number of accounts
· Unlimited number of transactions
· Grouping of account information into categories and super-categories for reporting
· Monthly and daily reports
· Scheduled transactions (every N days or every Nth day of the month)
· Completely web-based
· Graph output
· Can upload and import bank statements
· Use of 'Smart Tables' which allows sorting, searching and pagination of table data
· Budget facility allows you to plan expenditure per month for each category
· User security system
· User preferences
· Php - version 4
· MySQL - version 3.23 (or above)
· Webserver - apache 1.3 (or above)
These instructions assume that you have a working installation of a web server (these documents assume Apache) and MySQL. Please note that XDB-Money uses a version of ADODB - which means that other databases can be used, however, this system was developed and tested using MySQL.
Step 1: Create your web site.
The simplest method of installation is to locate the master 'root' directory of your web server. Copy the money install file (xdb_money.... tar) into this directory. Un-tar the main file (xdb_money.tar) into this directory using the command tar -xvzf xdb_money.tar.gz. All the files for the application should now be in a sub-directory called 'money'. You need to ensure that all the files are readable by the web server.
Be careful over file permissions on the money directory and all files below. A simple method is to chmod 777 money and all files in that directory and sub-directories. A better way is to chmod 744 money and all sub-files and directories, but you will need to set the owner of all the files to the same user that runs apache. Be careful that PHP may need a change. Check the file /etc/php.ini and look for a setting register_globals this needs to be set to 'On'. (If you do have to change this, remember to re-start apache. If in doubt, re-boot your machine).
If you are updating your installation, the simplest method is to go to the /money directory, and rename the directory (e.g. mv money money.001) so that the old version is moved out of the way. Next, follow the instructions as per a normal install. NOTE: it is not recommended that you install over the top of a previous version, as support files may have changed. Also, if you have problems with a new release, you can always remove the new release and bring back your old installation renaming the original directory name (e.g. mv money.001 money).
Step 2: Create your database
By default, the system creates and uses the database 'xdbmoney'. If you need to change this (for example, you have a single database available already, and you cannot create a new database), alter the file 'GLOBAL_HEADER.php' within the xdbmoney main directory. Alter the line "$Application_Database='xdbmoney';" to be the database name of your choice.
XDBMoney features an automated installer for your database. Open a browser, and type in the address http://localhost/money/INSTALL (assuming you've used the default name as described above). If everything is working correctly, you should get a log in screen that also contains notes:
The user name and password used in this screen MUST have privileges to create a database (e.g. use the MySQL ROOT user).
If you are upgrading from a previous version, you will get an error message saying that the database already exists. You can safely ignore this.
Once created, you can add users via the 'add users' facility within the system. When you have run the install script, it would be wise to change the permissions on the INSTALL directory within Money to 400 by typing chmod 400 INSTALL. This should stop anyone else executing this script. Try your system by typing in a browser: http://localhost/money/
What's New in This Release:
· Addition of new budget facility to plan out the expenditure for each spending category for the coming year.