Ahmed Bouhuolia
31b1f0c6eb
Implement budget management with CRUD operations and a Budget vs Actual financial report that supports both Profit & Loss and Balance Sheet budget types. Budget CRUD: - Budgets and BudgetEntries models with Objection.js - Create, edit, delete, activate, close, bulk-delete operations - Budget validators (date range, account existence, status transitions) - Event-driven architecture with lifecycle hooks - CASL permission guards and Swagger API docs Budget vs Actual Report: - Dual-mode report driven by budget.budgetType (P&L or BS) - Reuses existing P&L and Balance Sheet schemas via import - Computes budget, actual, variance, and variance percentage per account - Supports date period breakdowns (monthly, quarterly, annual) - P&L mode: period activity actuals from accounts_transactions - BS mode: cumulative closing balance actuals - Follows FinancialStatements mixin architecture (FinancialSheet, FinancialSheetStructure, FinancialEvaluateEquation, etc.) - Fully typed with no @ts-nocheck directives - Named exports only (no default exports)
Simple, smart online accounting software for small and medium businesses.
What's Bigcapital?
Bigcapital is a smart and open-source accounting and inventory software, Bigcapital keeps all business finances in right place and automates accounting processes to give the business powerful and intelligent financial statements and reports to help in making decisions.
Getting Started
We've got serveral options on dev and prod depending on your need to get started quickly with Bigcapital.
Self-hosted
Bigcapital is available open-source under AGPL license. You can host it on your own servers using Docker.
Docker
To get started with self-hosted with Docker and Docker Compose, take a look at the Docker guide.
Development
Local Setup
To get started locally, we have a guide to help you.
Gitpod
- Click the Gitpod button below to open this project in development mode.
- This will open and configure the workspace in your browser with all the necessary dependencies.
Headless Accounting
You can integrate Bigcapital API with your system to organize your transactions in double-entry system to get the best financial reports.
Resources
- Documentation - Learn how to use.
- API Reference - API reference docs
- Contribution - Welcome to any contributions.
- Discord - Ask for help.
- Bug Tracker - Notify us new bugs.
Changelog
Please see Releases for more information what has changed recently.
Contact us
Meet our sales team for any commercial inquiries.
Recognition
Contributors
Thanks goes to these wonderful people (emoji key):
This project follows the all-contributors specification. Contributions of any kind welcome!