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Personal Finance App

Overview

A personal, offline-first finance application built to reduce anxiety and provide clarity.

  • Local Data: All data is stored in finance.db on your machine.
  • Zero Cloud: No external APIs or bank connections.
  • Simple: Income, Expenses, Savings, and Goals.

Tech Stack

  • Frontend: React + Vite (Port 5173)
  • Backend: Node.js + Express (Port 3001)
  • Database: SQLite (local file)

Quick Start

  1. Install dependencies:

    npm install

    (This installs both root, server, and client dependencies automatically if you use the recursive install, but for now, run npm install in the root).

    Note: If npm install in root doesn't install sub-folders, you may need:

    cd server && npm install
    cd ../client && npm install
    cd ..
  2. Start the application:

    npm run dev
  3. Open your browser: http://localhost:5173

Features

  • Dashboard: View your verified monthly income vs expenses.
  • Transactions: Log spending with categories.
  • Settings: Set your fixed monthly salary to establish a baseline.
  • Privacy: Delete finance.db to reset everything.

Troubleshooting

  • If the graph/data doesn't load, ensure the backend (npm run dev --prefix server) is running on port 3001.
  • Initial load might be empty until you set a Salary in Settings.