AMP

A personal assistant web app aka my first Ruby adventure.

Initial Goals

Financial

1. Connect to banking institutions using OFX standard <www.ofx.net/> via the “OFX for Ruby” fork <github.com/baconpat/ofx_for_ruby> from Patrick Bacon

2. Store the banking transactions received through the OFX connection.

3. Graph the banking transactions stored in the database.

4. Store single and reoccurring bills.

5. Create a register for pending transactions.

6. Send notifications based on user defined conditions via email and sms.

Future Goals

Miscellaneous

1. Allow user to store and categorize documents.

2. Create API for a possible mobile app.

Technology

1. Ruby on Rails <rubyonrails.org/>

2. “OFX for Ruby” fork <github.com/baconpat/ofx_for_ruby>

3. MySQL <www.mysql.com/>

Reference Information

OFX connection list <moneydance.com/synch/moneydance/fi2004.dict>