I have always been managing my personal finances in MS Excel (and even tried promoting my solution to others a couple of times – here is a kind of a tutorial with some screenshots I wrote in 2019 and here is the template file (some version of it) (all in Russian only).
But since I changed my profession from English-Russian translation to web-development in 2019, I inevitably started thinking about how to transform and improve my bookeeping using JavaScript.
And then I learnt Electron and realized it was what I actually needed.
The app is expected to provide the following functionality:
- input your financial transactions in multiple assets and currencies
- view your transaction history
- view your asset balances
- view statistics
- form a financial plan to forecast and prevent negative balance
- set up custom transaction categories and other parameters
- sync the data with a server to make it available on different platforms - make a mobile version
Here is the current design I made in Figma.
I am tracking my work on this project in Trello.
At the moment the project is not production- or deployment-ready. It can only be viewed now by downloading the code, installing the dependencies and running npm start (which should open a native window).