Expense Tracker with Budgets
A personal expense tracker with transaction logging, category budgets, spending charts, recurring expenses, and CSV import/export. Provides monthly summaries and budget alerts to help users manage ...
Target user
Individuals who want to track personal spending and set budgets
Problem
People need a simple, private expense tracker that helps them understand spending patterns, set category budgets, and get alerts without sharing financial data with third-party services.
Requirements
- Log income and expense transactions
- Set category budgets with alerts
- Visual spending charts and summaries
- Track recurring expenses automatically
- Import and export data as CSV
Core technologies
SvelteKit, TypeScript, Chart.js
Completion criteria
Users can track expenses, set budgets with alerts, view spending charts, and import/export financial data.
Optional extensions
- Add multi-currency support
- Implement savings goals
- Add receipt photo capture
- Support shared family budgets
Project phases
Phase 1: Phase 1: Transaction Management
Tasks: Set up SvelteKit project, Create transaction data model and store, Build add/edit transaction forms, Implement transaction list with filtering
Phase 2: Phase 2: Budgets and Alerts
Tasks: Implement category budget setting, Add budget alert notifications, Create recurring expense tracking, Build monthly summary view
Phase 3: Phase 3: Visualization and Data
Tasks: Add spending charts with Chart.js, Implement CSV import and export, Apply responsive design, Add dark mode support