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