Fisca - Transaction and Income Tracker

Fisca is a Canada-only, offline-only Android application designed to help ODSP (Ontario Disability Support Program) recipients manually log transactions and income for easier tax filing and income reporting.

🎯 Purpose

Fisca helps people with ODSP or DSO in Ontario by:

• Tracking all transactions with detailed information (date, price, GST/HST, total, category, payment method)
• Recording ODSP income including regular payments, DSO payments, and additional support
• Organizing financial data for easier tax filing and income reporting
• Maintaining privacy - all data stays on your device (no internet connection required or used)

✨ Features

Transaction Management

• Add Transactions with comprehensive details:
  • Date of purchase with calendar picker
  • Item/service description
  • Multi-currency support (CAD/USD with automatic exchange rate conversion)
  • Price before tax
  • Auto-calculated GST/HST (Ontario's 13% HST)
  • Total price (including tax, converted to CAD)
  • 11 transaction categories (Groceries, Medical, Housing, Utilities, Transportation, Personal Care, Clothing, Entertainment, Education, Insurance, Other)
  • 11 payment methods (Cash, Debit, Credit, ODSP Card, Cheque, E-Transfer, PayPal, Bank Transfer, Mobile Payment, Prepaid Card, Other)
  • Bank/financial institution tracking
  • Business GST/HST ID recording
  • Custom notes
• View All Transactions in a scrollable list with details
• Edit/Delete transactions with swipe actions

ODSP Income Tracking

• Add Income Entries with:
  • Date of income receipt
  • Gross pay (before deductions)
  • Deductions (tax, CPP, EI, etc.)
  • Auto-calculated net pay
  • Income type (ODSP Payment, DSO Payment, Additional Support, Other Income)
  • Deduction details tracking
  • Custom notes
• View Income History with all entries
• Edit/Delete income entries

Personal Information Management

• Store your personal information for tax reporting:
  • Full name
  • Date of birth
  • Social Insurance Number (SIN)
  • Complete address (Street, City, Province, Postal Code)
  • Phone number and email (optional)
• Province selector with Canadian provinces
• Postal code validation

Statistics and Reports

• Overall Statistics:
  • Total number of transactions
  • Total amount spent (in CAD)
  • Total tax paid
  • Average transaction amount
• Category Breakdown:
  • Spending by category
  • Transaction count per category
  • Visual breakdown of where money goes
• Payment Method Analysis:
  • Spending by payment method
  • Track which payment methods you use most
• Tax Summary:
  • Total HST/GST paid
  • Tax information for filing
• Currency Breakdown:
  • Separate tracking of CAD vs USD transactions
  • Exchange rate summaries

Data Export and Import

• Export to CSV:
  • Export all transactions, income, and personal data
  • UTF-8 with BOM encoding for Office compatibility
  • Windows line endings (CRLF) for Excel/LibreOffice
  • Timestamped export files
  • Share exported files via email or other apps
• Import from CSV:
  • Restore data from previous exports
  • Validate data before import
  • Detailed import results

🔒 Privacy & Security

• 100% Offline: No internet permissions in AndroidManifest - data never leaves your device
• Local Storage: All data stored securely using Room database on your Android device
• No Accounts: No sign-up, no login, no personal information collected or transmitted
• Your Data, Your Control: Export and backup your data at any time to CSV format
• File Provider Security: Export files use secure FileProvider for controlled sharing

🚀 Quick Start

First Time Setup

1. Install the App on your Android device (API 26+)
2. Add Personal Information (optional but recommended for tax filing):
   • Tap the menu (⋮) and select "Personal Information"
   • Enter your details (name, address, SIN, etc.)
   • Save your information
3. Start Tracking:
   • Use "Add Transaction" from the menu to log purchases
   • Use "View Income" to add ODSP/DSO payments

Daily Usage

• Adding a Transaction:

  1. Tap menu → "Add Transaction"
  2. Select date and enter description
  3. Choose currency (CAD or USD)
  4. Enter item price (HST auto-calculated for CAD purchases)
  5. Select category and payment method
  6. Add notes if needed and save

• Adding Income:

  1. Tap menu → "View Income" → (+) button
  2. Select date received
  3. Enter gross pay and deductions
  4. Net pay calculates automatically
  5. Select income type and save

• Viewing Statistics:

  1. Tap menu → "Statistics"
  2. View spending by category, payment method
  3. See total HST paid for tax filing

• Exporting Data:

  1. Tap menu → "Export Data"
  2. Tap "Export to CSV"
  3. Share via email or save to device

🇨🇦 Canada-Specific Features

This app is designed specifically for Ontario, Canada:

• HST Calculations: Automatic 13% HST calculation for Ontario transactions
• ODSP/DSO Income Categories: Specialized income tracking for Ontario disability support programs
• Canadian Tax Compliance: Data organized for Canadian tax reporting requirements
• Categories: Relevant to Ontario residents and ODSP recipients
• Multi-Currency: CAD/USD support with exchange rate tracking for cross-border purchases

📱 Requirements

• Android Version: Android 8.0 (API 26) or higher
• Storage: Minimal storage space (~10 MB for app + your data)
• Internet: Not required or used (completely offline)
• Permissions: Storage access for CSV export/import only

🛠️ Building from Source

Prerequisites

• Android Studio (latest version recommended)
• JDK 17
• Android SDK with API 26+ and API 36 (target)
• Gradle 8.13.2 (included via wrapper)

Build Instructions

# Clone the repository
git clone https://github.com/matthewdaluz/fisca.git
cd fisca

# Build the application
./gradlew assembleDebug

# Install on connected device or emulator
./gradlew installDebug

# Or build a release version (requires signing)
./gradlew assembleRelease

Project Structure

app/
├── src/main/
│   ├── AndroidManifest.xml (NO internet permission)
│   ├── java/matthewdaluz/app/fisca/
│   │   ├── MainActivity.kt
│   │   ├── AddTransactionActivity.kt
│   │   ├── TransactionListActivity.kt
│   │   ├── AddIncomeActivity.kt
│   │   ├── IncomeListActivity.kt
│   │   ├── PersonalInfoActivity.kt
│   │   ├── StatisticsActivity.kt
│   │   ├── ExportActivity.kt
│   │   ├── ImportActivity.kt
│   │   ├── model/
│   │   │   ├── Transaction.kt
│   │   │   ├── ODSPIncome.kt
│   │   │   └── PersonalInfo.kt
│   │   ├── database/
│   │   │   ├── FiscaDatabase.kt
│   │   │   ├── TransactionDao.kt
│   │   │   ├── ODSPIncomeDao.kt
│   │   │   ├── PersonalInfoDao.kt
│   │   │   └── Converters.kt
│   │   ├── export/
│   │   │   └── CSVExporter.kt
│   │   └── import_export/
│   │       └── CSVImporter.kt
│   └── res/
│       ├── layout/ (Activity layouts)
│       ├── menu/ (Main menu)
│       └── values/ (Strings, colors, themes)

🏗️ Technical Details

Architecture

• Language: Kotlin
• Architecture Pattern: MVVM-ready with ViewModels and LiveData
• Database: Room Persistence Library
• UI Framework: Material Design 3 Components
• Minimum SDK: API 26 (Android 8.0)
• Target SDK: API 36 (Android 14+)

Key Dependencies

• AndroidX Core KTX 1.17.0
• Material Components 1.13.0
• Room Database 2.8.4
• Lifecycle Components 2.10.0
• ConstraintLayout 2.2.1

📄 License

This program is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License v3.0 as published by the Free Software Foundation.

Fisca - Transaction and Income Tracking for ODSP Recipients
Copyright (C) 2026 Matthew Daluz

This program is free software: you can redistribute it and/or modify
it under the terms of the GNU General Public License as published by
the Free Software Foundation, either version 3 of the License, or
(at your option) any later version.

This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
GNU General Public License for more details.

You should have received a copy of the GNU General Public License
along with this program.  If not, see <https://www.gnu.org/licenses/>.

See LICENSE file for full license text.

🤝 Contributing

Contributions are welcome! Since this app is designed for ODSP recipients in Ontario, please ensure any contributions:

• Maintain offline-only functionality (no network calls)
• Are relevant to Canadian/Ontario tax and benefit systems
• Follow the GNU GPLv3 license requirements
• Respect user privacy and data security
• Include GPL license headers in all source files
• Follow Kotlin coding conventions
• Add appropriate documentation

See CONTRIBUTING.md for detailed guidelines.

📧 Contact

For questions, issues, or suggestions, please open an issue on GitHub.

⚠️ Disclaimer

This app is provided as-is for personal financial tracking. It is not a substitute for professional financial or tax advice. Always consult with a qualified tax professional or financial advisor for specific guidance on your situation.

🗺️ Roadmap

✅ Completed Features

• Basic project structure and build configuration
• Transaction data models with multi-currency support
• ODSP income models with gross/net pay tracking
• Personal information model
• Room database implementation with DAOs
• Transaction entry UI with auto-calculation
• Income entry UI with deduction tracking
• Personal information form with validation
• Transaction list view with edit/delete
• Income history view with edit/delete
• Statistics and reports page
• Category and payment method breakdowns
• CSV export functionality
• CSV import functionality
• Share exported files
• Multi-currency support (CAD/USD)
• Offline-only implementation (no internet permission)
• GNU GPLv3 licensing

🚧 Future Enhancements

• Data filtering and search
• Date range selection for reports
• PDF export for tax filing
• HST calculator tool
• Receipt photo attachment
• Backup to local storage
• Dark mode theme
• Enhanced data visualization (charts/graphs)
• Accessibility improvements
• Multi-language support (English/French)
• Widget for quick transaction entry
• Recurring transaction support
• Budget tracking features
• Notification reminders