Release v1.0.0 - Initial stable release
π Release v1.0.0 - Initial Stable Release
A modern, open-source personal finance management application built with Yii2 and Bootstrap 5.
β¨ Highlights
- π° Income Management - Track all income sources with categories
- πΈ Expense Management - Hierarchical categories & multiple payment methods
- π Dashboard & Reports - Visual charts and financial insights
- π€ User Profiles - Custom avatars, banners, and settings
- π¨ Modern UI - Bootstrap 5 with dark/light theme toggle
- π Secure - Full authentication system with password reset
π Features
Income Management
- β Record and track all income sources
- β Categorize income with custom categories
- β Attach receipts and invoices (PDF, images)
- β Search and filter functionality
- β Export to Excel
Expense Management
- β Track expenses with detailed information
- β Hierarchical categories (parent/child)
- β Multiple payment methods (Cash, Card, Bank)
- β File attachments for receipts
- β Advanced filtering and search
- β Export to Excel
Dashboard & Reports
- β Financial overview dashboard
- β Income vs Expense summary cards
- β Monthly/yearly statistics
- β Category-wise breakdown
- β Visual charts and graphs
- β Balance tracking
User Management
- β Secure authentication system
- β User profile management
- β Password reset functionality
- β Remember me option
- β Session management
Settings & Customization
- β Multi-currency support (50+ currencies)
- β Customizable currency formatting
- β Date and time format preferences
- β Company/business branding
- β Logo and favicon upload
- β Timezone configuration
Modern UI/UX
- β Clean, responsive Bootstrap 5 design
- β Dark/Light theme toggle
- β Mobile-friendly interface
- β AJAX-powered interactions (PJAX)
- β Toast notifications
- β Modal-based forms
π§ Requirements
| Requirement | Version |
|---|---|
| PHP | 8.1 or higher |
| MySQL / MariaDB | 5.7+ / 10.3+ |
| Composer | 2.x |
| Web Server | Apache / Nginx |
π Quick Start
# Clone the repository
git clone https://github.com/mohsin-rafique/expense-manager.git
cd expense-manager
# Install dependencies
composer install
# Configure database
cp config/db.example.php config/db.php
# Edit config/db.php with your credentials
# Run migrations
php yii migrate
# Set permissions
chmod -R 777 runtime web/assets web/uploads
# (Optional) Seed demo data
php yii seed/demoDemo Account
After running the seeder:
- Email: demo@example.com
- Password: demo123
πΈ Screenshots
Click to view screenshots
Dashboard
Income Management
Income Categories
Expense Management
Expense Categories (Grid View)
Expense Categories (Tree View)
User Profile
π Technical Stack
- Framework: Yii2 (v2.0.53)
- Frontend: Bootstrap 5.3
- Icons: Bootstrap Icons
- Charts: ApexCharts
- Database: MySQL / MariaDB
π Roadmap
- Multi-language support (i18n)
- Data import from CSV/Excel
- Advanced reporting with PDF export
- Budget management module
- Multi-user/team support
- API Development (Yii2 REST)
- Mobile app (React Native)
π Acknowledgments
π License
This project is licensed under the MIT License - see the LICENSE file for details.
Full Changelog: https://github.com/mohsin-rafique/expense-manager/commits/v1.0.0
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