## List of work to do

Manage invoices and all information associated with invoices.
- create, read, update, delete
- send invoice by email
- create invoice from pdf file
- create invoice from image of receipt

Manage contacts and view transaction history.
- Create, read, update, delete
- View complete transaction history

Manage projects.
- Create, read, update, delete

View monthly and quarterly results (per project).  
Create quarterly tax reports.

## Save file
Your administration is stored in a single `.money` file.  
This is a zip file with the following format:  

administration.money/  
├── administration.json  
├── incoming/  
├───── invoice_1.pdf  
├───── invoice_2.pdf  
├───── receipt_3.png  
├── outgoing/  
├───── invoice_4.pdf  
├───── invoice_5.pdf  
├───── invoice_6.png 

`administration.json` contains all the information described below in the `Administration` data structure.


## Data structures

| Administration||
|-|-|
| info | Contact information |
| next id | Id reserved for new data entry |
| path | File path to save to |
| program version | Version of data format |
| country | Country code (used for tax reports) |
| contacts `list` | List of contacts |
| projects `list` | List of projects |
| invoices `list` | List of invoices |
| AI service | Which AI service to use |
| AI key | API key for selected AI service |
| email service | Which email service to use |
| email key | API key for selected email service |

| Contact||
|-|-|
| id `auto` | reference id  `C/[id]` |
| name `required` | Full name of individual or company name |
| address line 1 `required` | Address |
| address line 2 `required` | Zip, place |
| country `required` | Country |
| tax number | Tax identification number |
| business number | Business number |
| email | Email address |
| Phone number | Phone number |
| bank account | Bank account number (to display on outgoing invoices) |

| Invoice [docs](https://accountancyeurope.eu/wp-content/uploads/2025/04/250423-VAT-and-the-Digital-Age-Factsheet-Accountancy-Europe.pdf)||
|-|-|
| id `auto` | reference id  `I/[id]` |
| sequential number `auto` | Generated sequential invoice number |
| is outgoing `required` | incoming or outgoing invoice |
| customer `required` | Customer contact information, stored as reference `C/[id]` |
| supplier `required` | Supplier contact information, stored as reference `C/[id]` |
| issue at `required` | Date when invoice was issued |
| delivered at `required` | Date when goods or services were delivered |
| expires at `required` | Date when invoice expires |
| document `required` | Document associated with invoice, stored as filename |
| billing items `required` `list` | List of billed items |
| project `required` | Project, stored as reference `P/[id]` |
| category `required` | Expense category (incomming invoices only) |
| total `required` | Total amount billed |
| tax `required` | Total tax billed |
| net `required` | Total amount excl. tax |
| status `required` | Payment status `paid` `expired` `cancelled` `refunded` |
| shipping address line 1 `required` | Address |
| shipping address line 2 `required` | Zip, place, country |
| currency `required` | Currency used for billing |
| keep untill `required` | Date untill invoice needs to be stored legally |
| payment on account date | If advance payment received and differs from invoice date (Ireland only) |
| tax representative | If supplier uses tax representative in another Member State (Belgium only) |
| corrected sequential number | for corrective invoices, the sequential number that identifies the original invoice to be corrected  |

| Billing item||
|-|-|
| id `auto` | reference id  `B/[id]` |
| invoice `auto` | reference to invoice  `I/[id]` |
| description `required` | Description of billed item |
| tax percentage `required` | Tax percentage (e.g. 0%, 21%, exempt, reversed) |
| tax section `required` | Tax section (e.g. 1a upto 4b in The Netherlands) |
| amount `required` | Amount of items |
| net per item `required` | Price per item excl. tax |
| net `required` | Total amount excl. tax |
| discount `required` | Total discount |
| tax `required` | Total tax billed |
| is intra-community `required` | If applicable, note like “intra-Community supply of goods” |
| is triangulation `required` | For EU triangulation: note scheme and buyer liable |
| currency `required` | Currency used for billing |
| internal code | Article or service code |

| Project||
|-|-|
| id `auto` | reference id  `P/[id]` |
| description `required` | Description of project |
| date `required` | Project started at date |
| status `required` | Status of project `running` `paused` `cancelled` |
| cancelled at | Project cancelled at date |