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A simple way to budget your money and reconcile your statements, built using Svelte.

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Budget

A simple way to budget your money and reconcile your statements, built using Svelte.

Try it out

You can try it out (not yet alpha) here: https://forevermatt.github.io/svelte-budget/

Goals

  • A budget app that can truly be productively used for free
  • An affordable way for people to use features that inherently incur a cost
  • A simple enough way to provide those cost-features that the income is worth the time/effort it takes to do so

Roadmap

  • See list of categories with budgeted amounts
  • Add a category
  • Edit a category
  • Add a financial account
  • Add nicer buttons (with icons)
  • Edit a financial account
  • Record an expense
  • Create separate repo to document data structure versions
  • Subtract the transaction amount from a category's budget upon completion of recording an expense
  • Move assembly of new transaction to separate local variable (to simplify process of updating remaining amounts for budget categories, both for when creating a new transaction and when editing an existing transaction)
  • Enable seeing a category's transactions
  • Update Category view to show both budgeted and remaining amounts
  • Add "next" buttons to allow progressing through record-an-expense using a mouse
  • Autofocus the appropriate input (where applicable) on arrival at each page
  • Allow adding a comment/note on each transaction
  • Handle page reloads in the middle of the add-expense process (which loses the timestamp, for example)
  • Add a data-breadcrumb trail as they enter data for a new transaction
  • Setup collaborator
  • Synchronize data between devices/browsers. Options:
    • Custom server-side API
      • PHP
      • NodeJS
    • AWS Amplify
    • Dropbox API
    • Simple JSON import/export
  • Auto-refill categories each month
  • Enable adding category during new-transaction workflow
  • Enable adding account during new-transaction workflow
  • Add done and cancel buttons when adding an account
  • Add next and cancel buttons when adding a category
  • Add a good overall visual design to the app
  • ...

Data Structure

This application currently complies with version 1.1.0 of the https://github.com/forevermatt/budget-data specification.

Development

Icons

The list of icons available in the library I'm using can be found here: https://fontawesome.com/icons?d=gallery&s=solid&m=free

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A simple way to budget your money and reconcile your statements, built using Svelte.

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