This is a learning and working project, by which I mean I actually use it and I also use it to learn. I built it to track my personal finances and I use it as such, but I also use it whenever I want to learn something. I am constantly tweaking it and I hope to continue that for years to come as my knowledge and experience evolve. The front end is a React PWA tested with Jest and Enzyme and hosted on Firebase.
The backend is a Rails API hosted on Heroku.
Click "login" and use the username "test" with password "test" to see functionality. Feel free to add and remove entries, categories, etc. https://sum-finance.web.app/
- Continue adding test coverage
- Change new category flow
- Year view does not actually show current year if no entries for current year
- Add error for bad backend connection
- Add ability to export csv
- When a category is deleted, add option to shift entries to existing category
- Add user ability to edit profile (username, email, password) to settings page
- Add change in averages to stats
- Add pwa icon image
- Color code stats for readability?
- Change caching strategy to allow immediate updates?
- Change charts to D3?
- Test and improve accessibility
- Add separate components for mobile and desktop viewing?
- Percent of income saved, spent, donated?
- Recurring payments
- Savings and goals