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davidurbano.dev@gmail.com

Built & designed by David Urbano - Lima, Perú

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Website Project⏱ 4 weeks

Finance Balance

RoleFull Stack Developer
External LinkVisit WebsiteView Code
Finance Balance

The Challenge

Managing personal finances often involves juggling multiple spreadsheets or using complex, unintuitive software. Many users struggle to gain a clear picture of their monthly spending habits or adherence to budgets, leading to financial stress and uncertainty. Existing solutions were either too simple (lacking detailed analytics) or too complex (requiring accounting knowledge).

The Solution

I developed Finance Balance as a middle-ground solution: powerful enough to provide deep insights but simple enough for daily use.

The application features a clean, responsive UI that automatically categorizes transactions and generates real-time visual reports. By leveraging server-side rendering with Next.js and a robust PostgreSQL database, the app ensures data consistency and fast load times, even with large transaction histories.

Key Features

Real-time Dashboard

Interactive charts and graphs showing income vs. expenses, category breakdowns, and monthly trends.

Smart Budgeting

Set monthly limits for specific categories and receive visual alerts when approaching thresholds.

Transaction Management

Easy entry, editing, and categorization of daily transactions with recurring payment support.

Data Export

Export financial reports to CSV or PDF for external analysis or tax purposes.

Technologies Used

Frontend

Next.js 14ReactTailwind CSSRecharts

Backend

Node.jsPostgreSQLPrisma ORM

DevOps

VercelGitHub ActionsDocker

Gallery

Finance Balance gallery 1
Finance Balance gallery 2
Finance Balance gallery 3