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Installation

Prerequisites​

  • Docker & Docker Compose
  • Git
  • (Optional) Python 3.12+ for local development
  • (Optional) Node.js 20+ for frontend development
# Clone
git clone https://github.com/donnyaw/balancesheet-pro.git
cd balancesheet-pro

# Start all services
make dev

# This starts:
# - PostgreSQL on port 5432
# - Redis on port 6379
# - MinIO (S3) on port 9000/9001
# - Backend API on port 8000
# - Frontend on port 3000

Seed Demo Data​

make seed

This creates:

  • Demo company
  • Admin user (admin@demo.com / admin123)
  • 35-account Chart of Accounts
  • Fiscal Year 2026 with 12 monthly periods
  • 20 common currencies

Environment Variables​

Create .env file in the project root:

# Database
DATABASE_URL=postgresql://balancesheet:devpassword@localhost:5432/balancesheet_pro
DB_PASSWORD=devpassword

# Auth
SECRET_KEY=your-secret-key-change-in-production

# S3 Storage (MinIO for local dev)
S3_ENDPOINT_URL=http://localhost:9000
S3_ACCESS_KEY_ID=minioadmin
S3_SECRET_ACCESS_KEY=minioadmin
S3_BUCKET=balancesheet

# AI Provider (optional)
AI_API_KEY=your-openai-api-key
AI_BASE_URL=https://api.openai.com/v1
AI_MODEL=gpt-4o-mini

Production Deployment​

See Deployment Guide for production setup.