Finance

This is a personal finance analysis app for tracking monthly and yearly income and expenses, breaking spending down by category, and searching through transactions.

Data from several accounts, banks, and hand-maintained lists can live in one place. Datasets may mix currencies; amounts in the views can be converted to a chosen display currency. Transactions are categorized with a deterministic query DSL. Combined payments can be split into parts and processed separately.

I use it to watch my income and expenses. With filters such as housing, transport, clothing, or health, I build a personal cash-flow statement (monthly or yearly). Transfers between my own accounts are excluded so they do not distort the numbers. From another angle, I can see how much my car has cost me over the years. In my private setup I also fetch statements automatically from Fio bank (not available in this public demo).

How to use: 1) Import or enter data. 2) Adjust filters. 3) Review the tables and charts.

In this demo, everything runs in the browser – no data is sent to the server.

Development: from 2021. Technologies: JavaScript (ES6), Rollup.js, Bootstrap 5, Chart.js, CodeMirror, Font Awesome. Simple object-oriented design. The source code is hosted on GitHub.