Expense Tracking & Budget Management Web App

Project Overview

The problem this application solves is a common one: it's easy to spend money and hard to see, clearly, where it went. Most people either track nothing or abandon a spreadsheet within a few weeks. The goal was a tool fast enough to use every day — add an expense in seconds — while still producing reports detailed enough to actually change spending behavior.

Solution

The application organizes transactions around three connected ideas: entry (manual, or imported from a CSV), categorization (customizable categories and payment methods, filterable and sortable server-side with the filter state persisted in the URL), and analysis (a dashboard, a calendar view, and periodic reports that compare the current period against the previous one). Budgets sit on top of that data — both a general monthly budget and per-category budgets — and surface usage percentage, remaining amount, daily available spend and a projected end-of-period total, so an overage is visible before it happens rather than after.

Key Features

• —Quick manual expense entry, editing, duplication and bulk delete
• —CSV import and export
• —Server-side filtering by date range, category, payment method, tag, amount and search
• —Calendar view with daily totals
• —General and category-level budgets with usage %, daily available amount and projected end-of-period spend
• —Periodic reports (day / week / month / custom range) with prior-period comparison
• —Recurring-expense templates that convert to a real expense on their due date
• —Dashboard with summary cards, a 7-day spending chart, category breakdown and real-data spending alerts
• —Customizable categories and payment methods
• —Light and dark themes, mobile-first responsive layout

CSV Workflow

Built to a professional standard

Technology

Interface