FinanceBuddy -- money on your Kanboard cards

Attach a money value to a board card, see it on the card, and total it per column -- so a Kanboard project can double as a simple, visual finance board (bills, installments, income vs expenses).

FinanceBuddy is opt-in per board: installing it changes nothing until a project manager enables it for a specific board under Settings -> Integrations. Boards that are not enabled look exactly as before.

The idea: a bill-lifecycle board

Kanboard imposes no structure, so FinanceBuddy is built to fit one rather than dictate it. The suggested organization:

  • Columns = a bill's status: Templates -> Due this month -> Paid. Cards flow left to right as they are paid.
  • Tags = category: housing, utilities, comms, food...
  • Due date = the bill's due date; color/priority = urgency.
  • Each card carries a money value (debit or credit) and, optionally, an installment count (p2/10 = 2nd of 10 payments; leave the total blank for an open-ended recurring bill).

Recurring monthly bills can live as template cards spawned each month by the companion RecoReco plugin; FinanceBuddy only owns the money.

Money format

Amounts are shown in R$ with a comma decimal and no thousand separator (for example R$1234,56). Input accepts either a dot or a comma as the decimal separator, so 1234.56 and 1234,56 are the same value.

Status

Early development. This version registers the plugin and loads its stylesheet; the per-board toggle, the in-form editing, the card badge, and the per-column totals arrive in the following versions.

Requirements

  • Kanboard >= 1.2.0

Installation

Copy this folder into your Kanboard installation as plugins/FinanceBuddy/. The directory name must be exactly FinanceBuddy (Kanboard derives the plugin namespace from the folder name). No build step and no database migration.

License

AGPL-3.0. See LICENSE.

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