A comprehensive personal finance management web application that helps you organize expenses, control budgets, and set financial goals in a simple and efficient way.
- Expense Management: Add, edit, and delete expenses with description, amount, category, and date.
- Bilingual Support (EN/PT): Quick runtime language switcher allowing international translation coverage.
- Metrics Dashboard: Quickly view total expenses, savings, savings rate, and top spending category.
- Category Budgeting: Define percentage distribution of income across 6 financial categories.
- Monthly Tracking: Navigate between months and maintain complete expense history.
- Investment Portfolio: Track and manage your investments with automatic category synchronization.
- Debt Management: Monitor debts with due dates and payment status.
- Visual Indicators: Color-coded alerts for expenses exceeding planned budget.
- Light/Dark Mode: Toggle between themes according to your preference.
- Data Export & Import: Backup/Restore entire budget datasets in JSON format, or export tabular metrics to Excel and PDF.
The application works with 6 predefined categories:
- Fixed Costs (35% default) - Rent, utilities, essential bills
- Comfort (15% default) - Leisure, entertainment, personal use
- Goals (10% default) - Specific short-term objectives
- Pleasures (10% default) - Small indulgences and rewards
- Financial Freedom (25% default) - Investments and emergency fund
- Knowledge (5% default) - Courses, books, and personal development
- React 18 — User interface rendering
- Vite — High-speed development bundler
- React Router DOM — Frontend routing
- Recharts — Responsive graphing library
- jsPDF & jsPDF-AutoTable — PDF generation
- xlsx — Excel spreadsheet compiling
- CSS Variables — Clean theme switching