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Release v1.0.0 - Initial stable release

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@mohsin-rafique mohsin-rafique released this 13 Jan 08:45
· 13 commits to master since this release

πŸŽ‰ Release v1.0.0 - Initial Stable Release

A modern, open-source personal finance management application built with Yii2 and Bootstrap 5.


✨ Highlights

  • πŸ’° Income Management - Track all income sources with categories
  • πŸ’Έ Expense Management - Hierarchical categories & multiple payment methods
  • πŸ“Š Dashboard & Reports - Visual charts and financial insights
  • πŸ‘€ User Profiles - Custom avatars, banners, and settings
  • 🎨 Modern UI - Bootstrap 5 with dark/light theme toggle
  • πŸ” Secure - Full authentication system with password reset

πŸ“‹ Features

Income Management

  • βœ… Record and track all income sources
  • βœ… Categorize income with custom categories
  • βœ… Attach receipts and invoices (PDF, images)
  • βœ… Search and filter functionality
  • βœ… Export to Excel

Expense Management

  • βœ… Track expenses with detailed information
  • βœ… Hierarchical categories (parent/child)
  • βœ… Multiple payment methods (Cash, Card, Bank)
  • βœ… File attachments for receipts
  • βœ… Advanced filtering and search
  • βœ… Export to Excel

Dashboard & Reports

  • βœ… Financial overview dashboard
  • βœ… Income vs Expense summary cards
  • βœ… Monthly/yearly statistics
  • βœ… Category-wise breakdown
  • βœ… Visual charts and graphs
  • βœ… Balance tracking

User Management

  • βœ… Secure authentication system
  • βœ… User profile management
  • βœ… Password reset functionality
  • βœ… Remember me option
  • βœ… Session management

Settings & Customization

  • βœ… Multi-currency support (50+ currencies)
  • βœ… Customizable currency formatting
  • βœ… Date and time format preferences
  • βœ… Company/business branding
  • βœ… Logo and favicon upload
  • βœ… Timezone configuration

Modern UI/UX

  • βœ… Clean, responsive Bootstrap 5 design
  • βœ… Dark/Light theme toggle
  • βœ… Mobile-friendly interface
  • βœ… AJAX-powered interactions (PJAX)
  • βœ… Toast notifications
  • βœ… Modal-based forms

πŸ”§ Requirements

Requirement Version
PHP 8.1 or higher
MySQL / MariaDB 5.7+ / 10.3+
Composer 2.x
Web Server Apache / Nginx

πŸš€ 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/demo

Demo Account

After running the seeder:


πŸ“Έ Screenshots

Click to view screenshots

Dashboard

Dashboard

Income Management

Income

Income Categories

Income Categories

Expense Management

Expenses

Expense Categories (Grid View)

Expense Categories Grid

Expense Categories (Tree View)

Expense Categories Tree

User Profile

Profile


πŸ›  Technical Stack

  • Framework: Yii2 (v2.0.53)
  • Frontend: Bootstrap 5.3
  • Icons: Bootstrap Icons
  • Charts: ApexCharts
  • Database: MySQL / MariaDB

πŸ“‹ 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)

πŸ™ Acknowledgments


πŸ“„ 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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