fireflyiii

Firefly III

Firefly III is a YNAB-like, open source budgeting application. This setup assumes a Postgres database has been setup to persist data.

• Upload Data: Must have a directory to persist application uploads, mounted as a volume to /var/www/html/storage/upload

Using a Reverse Proxy

The APP_URL environment variable needs to be set to the url your installation will live at if it is running behind a reverse proxy (such as Traefik). Without this setting account creation and login does not work.

Recurring Transations

Some features like recurring transactions require a cron job running to trigger the creation of these transactions. This setup includes a container to run a cron job that will hit the Firefly III API and create these transations daily. The setup takes a few steps though

1. Create the stack with the COMMAND_LINE_TOKEN environment variable set to nothing
2. Create account and login to app
3. Navigate to Options > Profile > Command line token
4. Copy token and set COMMAND_LINE_TOKEN environment variable with this value
5. Restart the stack

Importing From YNAB

Similar to the recurring transactions this will require having a working Firefly III container to get the necessary data to setup the importer.

1. Create account and login to app
2. Navigate to Options > O-Auth > Personal Access Tokens
3. Create new token
4. Copy token and set ACCESS_TOKEN environment variable with this value
5. Log into YNAB
6. Navigate to Account Settings > Developer Settings > Prsonal Access Tokens
7. Create a new token
8. Copy token and set YNAB_TOKEN environment variable with this value
9. Start YNAB importer stack