Introducing budgetr

Derek Damron

September 13, 2016

What is budgetr?

What is budgetr?

 

An R package for easy budgeting

What do you mean “easy”?

What do you mean “easy”?

 

  • Easy to understand

What do you mean “easy”?

 

  • Easy to understand
  • Easy to use

What is a budget?

What is a budget?

 

What is a budget?

 

A collection of financial stuff
over a certain period of time.

What is a budget?

 

A collection of financial stuff
over a certain period of time.

Financial stuff

Financial stuff

Financial stuff

Financial stuff

Financial stuff

Financial stuff

Financial stuff

Defining items

 

 

create_item

Defining items

 

 

create_item( name = "Paycheck"

Defining items

 

 

create_item( name = "Paycheck"
           , amount = 1000

Defining items

 

 

create_item( name = "Paycheck"
           , amount = 1000
           , day = 1

Defining items

 

 

create_item( name = "Paycheck"
           , amount = 1000
           , day = 1
           , recurring = TRUE
           )

What is a budget?

 

A collection of financial stuff
over a certain period of time.

What is a budget?

 

A collection of financial stuff
over a certain period of time.

A Collection

A Collection

A Collection

Defining schedules

 

 

create_schedule

Defining schedules

 

 

create_schedule( paycheck

Defining schedules

 

 

create_schedule( paycheck
               , rent

Defining schedules

 

 

create_schedule( paycheck
               , rent
               , internet

Defining schedules

 

 

create_schedule( paycheck
               , rent
               , internet
               , car

Defining schedules

 

 

create_schedule( paycheck
               , rent
               , internet
               , car
               , groceries
               )

What is a budget?

 

A collection of financial stuff
over a certain period of time.

What is a budget?

 

A collection of financial stuff
over a certain period of time.

Over time

Over time

Over time

Over time

Over time

Over time

Over time

Over time

Over time

Over time

Over time

Over time

Defining budgets

 

 

create_budget

Defining budgets

 

 

create_budget( schedule

Defining budgets

 

 

create_budget( schedule
             , start = as.Date("2016-09-13")

Defining budgets

 

 

create_budget( schedule
             , start = as.Date("2016-09-13")
             , end = as.Date("2016-12-13")

Defining budgets

 

 

create_budget( schedule
             , start = as.Date("2016-09-13")
             , end = as.Date("2016-12-13")
             , initial = 1000
             )

Visualizing

Visualizing

Visualizing

Quick start hints

 

  • get_items() for grabbing all of your items in the current environment
  • update_* functions to quickly update your items,
    schedules, and budgets

Future work

 

  • Better visualizations (e.g. interactive graphs)
  • More extendible items (e.g. “weekly” items)
  • Any ideas you have ☺

Finding out more

 

Questions?