MoneyWise - An Ultimate Expense Tracker

FullstackPostgreSQLTypeScriptNext.js

Thursday, June 27, 2024

MoneyWise Expense Tracker

MoneyWise - A Versatile Financial Expense Tracker

moneywise.vercel.app

Building a fullstack web application for expense tracking was a journey that combined technical rigor with user-centric design. The application leverages Next.js 14 for its robust performance and server-side rendering capabilities, ensuring a seamless experience across devices. At its core is an interactive financial dashboard that offers users the ability to switch between six types of visually engaging charts, providing flexibility in how they visualize their financial data. The app supports essential CRUD operations—adding, editing, and deleting transactions—alongside features like expense categorization and CSV uploads, which streamline the management of bank or credit card statements directly into the system.

From an engineering perspective, the integration of state management via Tanstack React Query and API handling with Hono.js was key to creating a responsive and dynamic user experience. The current features enable users to efficiently track their finances, while planned updates aim to enhance the app's capabilities further. Future iterations will include bank account connections using Plaid, automating transaction imports for even greater convenience. Additionally, premium features such as bulk transaction deletion, advanced search, and subscription management, facilitated by Lemon Squeezy, are also on the roadmap. Authentication, already managed by Clerk (Core 2), ensures that user data remains secure, a critical consideration as the app continues to evolve. The customizable select components and an income and expense toggle provide users with a highly personalized experience.

The technology stack reflects a commitment to both performance and aesthetics. TailwindCSS and Shadcn UI were chosen for their ability to create a cohesive, modern interface, while PostgreSQL and Drizzle ORM manage the backend with efficiency and reliability. Deployed on Vercel, the application benefits from streamlined CI/CD workflows, allowing for continuous improvements and scalability. The result is an application that not only meets the needs of users today but is built to adapt and grow with them, offering a powerful tool for financial management grounded in solid engineering principles. As the app evolves with planned updates, it will continue to deliver enhanced functionality and user experience.

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