Personal Finance Manager
A personal finance app to track and manage income and expenses across multiple accounts and currencies, with a focus on recurring transactions, real-time insights, and scalable data modeling.
Full-Stack Application
Project Overview
A personal finance application to track, manage, and analyze income and expenses across multiple accounts and currencies.
Built around a monthly workflow, it combines a high-level dashboard with detailed views for full control over transactions, budgets, and financial insights.
The app focuses on performance, scalability, and real-time data handling, supporting interactive charts, advanced filtering, and a structured data model for complex financial scenarios.
The Challenges
Designing a scalable architecture to support multiple users, accounts, and currencies while keeping the system performant and maintainable.
Handling dates and timezones in JavaScript—especially with time-based transactions, required consistent logic across the entire application.
Building a flexible data model to support recurring expenses, monthly organization, and cross-account tracking without adding unnecessary complexity.
Optimizing data-heavy views like charts and tables to ensure a smooth and responsive user experience.
"Built out of a real daily need, this project is actively used and continuously improved. New features, refinements, and UX decisions are driven by real usage, with a strong focus on making the product more complete, efficient, and polished over time."
Key Features
Multi-Account & Multi-Currency
Manage finances across multiple accounts and currencies with a unified and flexible data model.
Interactive Financial Dashboard
Real-time insights with running balance, income tracking, and dynamic, data-driven charts.
High-Performance Data Handling
Optimized for fast rendering and smooth interactions across data-heavy views like charts and tables.
Advanced Filtering & Tables
Explore and analyze transactions with flexible filters and detailed tabular views.
Recurring Expense Management
Track and manage recurring transactions with a dedicated checklist and automation logic.
Category Insights
Interactive breakdowns with categories and subcategories for deeper financial analysis.
Monthly Workflow
Structured navigation and data organization by month for clarity and consistency.
Tech Stack
Frontend Framework
Next
Styling
ShadCN, Tailwind, Framer Motion
Backend
Node, Express
Database
MySQL
More Tools:
Swagger, Sequelize.
Role
Full-Stack Developer
Timeline
Work in process
Selected Work