Quórum — Personal Finance

Local-first personal finance management app for Windows and Android, built with Flutter/Dart.

---

📱 About the project

Quórum is a personal finance manager that runs 100% on your device — no external servers, no mandatory cloud account. Your data stays where it belongs: with you.

Device sync is optional via Google Drive. Manual JSON backup is also available for those who prefer full control.

---

✨ Features

💳 Accounts & Wallets

• Multiple account types: checking, savings, cash wallet, credit card
• Configurable initial balance per account
• Real-time balance, reactively calculated
• Transfers between accounts with balance validation
• Account detail screen with history, charts, and linked goals

💸 Transactions

• Income and expense tracking
• Transfers between accounts
• Recurring transactions (monthly)
• Installment payments (generates N monthly entries)
• Filters by period, category, and payment method
• Fuzzy search with tolerance for typos and accents

📊 Dashboard

• Consolidated net worth
• Monthly summary: income, expenses, and balance
• Net worth distribution (donut chart)
• Net worth evolution (line chart — 6 months)
• Spending by category (interactive donut chart)
• Upcoming entries: future recurring transactions and installments

🎯 Financial Goals

• Create goals with target amount, date, and linked account
• Manual contributions and withdrawals with balance validation
• Projected completion date based on historical pace
• Status: active, paused, or completed

📋 Monthly Budget

• Spending limits per category
• Progress bars with visual alerts (80% and 100%)
• Monthly summary with total spent vs. limit
• Month-by-month navigation

⚙️ Settings

• Customizable categories (name, color with RGB picker, type)
• Themes: Light, Dark, System, and Alberto 🐾
• Manual backup (JSON export/import)
• Automatic sync via Google Drive
• Automatic transaction import via Pluggy (Open Finance)

🟪 Pix

• Generate Pix QR Codes for any key type (CPF, CNPJ, phone, email, or random key)
• Pix copia e cola (copy-and-paste Pix payload) ready to share
• Preset amount shortcuts for faster payment generation

---

🛠️ Tech Stack

Layer	Technology
UI + Logic	Flutter + Dart
Database	SQLite via Drift
State management	flutter_riverpod
Charts	fl_chart
Typography	DM Sans + Spline Sans (Google Fonts)
Sync	Google Drive API
Open Finance	Pluggy API
Backup	file_picker + share_plus
Formatting	intl (pt-BR)

---

🚀 Getting Started

Prerequisites

• Flutter SDK 3.x
• Android Studio (for Android emulator) or a physical device
• Visual Studio Build Tools (for Windows build)

Installation

# Clone the repository
git clone https://github.com/your-username/quorum.git
cd quorum

# Install dependencies
flutter pub get

# Generate database code (Drift)
dart run build_runner build --delete-conflicting-outputs

Environment variables

Create a .env file at the project root:

GOOGLE_CLIENT_ID=your_client_id_here
GOOGLE_CLIENT_SECRET=your_client_secret_here

Google credentials are only required for the Drive sync feature. The app works fully without them.

Running the app

# Android
flutter run

# Windows
flutter run -d windows

# Release
flutter build apk --release       # Android
flutter build windows --release   # Windows

---

📁 Project Structure

lib/
├── main.dart
├── app.dart
│
├── core/
│   ├── database/          # Drift: tables, DAOs, migrations
│   ├── models/            # Pure domain models
│   ├── services/          # Business logic (sync, backup, merge)
│   └── utils/             # Formatting, validation, fuzzy search
│
├── features/
│   ├── dashboard/         # Main screen with summaries and charts
│   ├── transactions/      # Transaction CRUD
│   ├── accounts/          # Accounts and account detail screens
│   ├── budget/            # Monthly budget
│   ├── goals/             # Financial goals
│   ├── settings/          # Settings, categories, themes
│   ├── pluggy/            # Open Finance integration
│   └── pix/               # Pix QR Code & copy-paste payload generator
│
└── shared/
    ├── theme/             # Colors, typography, themes
    └── widgets/           # Reusable widgets

---

🗄️ Database

SQLite schema managed by Drift with soft delete on all tables:

• accounts — accounts and wallets
• categories — transaction categories
• transactions — entries (income, expenses, transfers)
• budgets — monthly limits per category
• goals — financial goals
• goal_contributions — contribution history for goals

Device sync uses updatedAt-based merging with last-write-wins conflict resolution.

---

☁️ Sync

Quórum offers optional sync via Google Drive:

• Automatic upload after each change (10s debounce)
• Periodic check for remote changes (every 30s)
• Smart merge: local and remote records are merged by updatedAt
• Reset signal: when all data is deleted, other devices are notified
• SHA-256 content hash prevents unnecessary uploads

---

🔌 Open Finance (Pluggy)

Quórum integrates with Pluggy to automatically import transactions from Brazilian financial institutions:

1. Connect your bank at meu.pluggy.ai
2. Create an Application at dashboard.pluggy.ai
3. Set up credentials in Settings → Open Finance

Credentials are stored locally with XOR obfuscation — they are never sent to any external servers.

---

🎨 Themes

Theme	Description
Light	Light interface with emerald green as the primary color
Dark	Dark background (#0F1117) for nighttime use
System	Follows the operating system preference
Alberto	Special pink theme featuring the app mascot 🐾

---

🤝 Contributing

Contributions are welcome! Feel free to open issues and pull requests.

1. Fork the project
2. Create a branch for your feature (git checkout -b feature/my-feature)
3. Commit your changes (git commit -m 'Add my feature')
4. Push to the branch (git push origin feature/my-feature)
5. Open a Pull Request

---

📄 License

This project is licensed under the MIT License. See the LICENSE file for details.

---

Quórum — because at the very least, you should know your own finances.