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Budgie - Personal Finance Tracker

Budgie is a personal finance tracking web app I built to replace Mint after its discontinuation. It helps users track their finances, manage budgets, and set financial goals with a streamlined and intuitive interface. The app has been instrumental in helping me stay on top of my expenses and savings.

Features

  • Account Management: Add and track financial accounts (assets and debts).
  • Transaction Tracking: Manually input and categorize transactions.
  • Budgeting: Set monthly budgets for different categories.
  • Recurring Income & Expenses: Manage recurring bills and income streams.
  • Financial Goals: Track savings goals and distribute available funds based on priority or deadline.
  • Analytics & Insights: Get meaningful financial insights based on spending patterns.

Tech Stack

  • Frontend: TypeScript, Vite, React, React Query, Ant Design, Styled Components
  • Backend: Node.js, Express, Prisma, PostgreSQL
  • Architecture: NPM Workspaces for package management

Installation & Setup

  1. Clone the repository:
    git clone https://github.com/v-prt/budgie.git
    cd budgie
  2. Install dependencies:
    npm install
  3. Set up environment variables (see .env.example for reference).
  4. Set up the local database using Prisma:
    npx prisma migrate dev --name init
    npx prisma generate
  5. Run the frontend and backend servers concurrently:
    npm run start:all
  6. Optionally seed the database:
    npm run seed

Usage

Security Note: Budgie does not require or store sensitive banking information. All financial data is manually input by the user to ensure privacy and control over personal finances.

Once the app is running, you can:

  • Sign up to create an account and log in.
  • Add financial accounts.
  • Upload a CSV of transactions.
  • Log individual transactions and categorize expenses.
  • Set budgets and view financial summaries.
  • Add financial goals and track progress.

Future Improvements

  • Mobile App: React Native version for mobile users.
  • Advanced Reporting: More analytics-driven insights.

More Info

Check out the project on my portfolio: Budgie Project

Contributing

This is a personal project and is not open to contributions.

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Expense tracking and monthly budgeting app.

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