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BudgetBuddy is a Advanced Personal finance tracker aka wealth management app that helps users manage expenses and savings effectively. Built with modern web technologies, it offers a seamless experience for tracking financial transactions and generating insightful reports.

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devhimanshuu/BudgetBuddy

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BudgetBuddy 💰

BudgetBuddy is a modern personal finance tracker designed to help you master your financial life. Built with Next.js 15, it combines powerful analytics with a seamless, stunning user experience to make money management effortless.

BudgetBuddy Dashboard Preview

🌟 What's New

🤖 AI Financial Analyst

Unlock personalized financial insights with our AI Assistant.

  • Context-Aware: Understands your transactions, budgets, and savings goals.
  • Interactive Chat: Ask questions like "How much did I spend on food this month?" or "Can I afford a vacation?".
  • Draggable Interface: A floating, draggable chat window that stays with you but never gets in the way.

⚡ Smart User Interface

  • Draggable Quick Actions: A floating "Quick Add" widget that you can move anywhere on the screen for easy access on mobile or desktop.
  • Command Palette (Cmd+K): Navigate the entire app or trigger actions (like "New Expense" or "Open AI Chat") instantly with your keyboard.
  • Visual Finance Calendar: View your spending habits day-by-day in an intuitive calendar view.

🚀 Key Features

📊 Comprehensive Money Management

  • Transaction Tracking: Log income and expenses with smart categorization.
  • Budgeting: Create monthly budgets for specific categories and get alerted when you're close to limits.
  • Savings Goals: specific financial milestones (e.g., "New Car") and track contribution progress.
  • Asset Tracking: Monitor your net worth by tracking assets alongside your cash flow.

📈 Deep Analytics & Insights

  • Real-time Dashboard: Interactive charts showing cash flow, spending trends, and category breakdowns.
  • Comparative History: Analyze period-over-period performance (Weekly, Monthly, Yearly).
  • Multi-Currency: Full support for global currencies with user-selectable display formats.
  • Data Export: Download your complete financial history in CSV or PDF formats.

🎨 Premium Design

  • Glassmorphism UI: A sleek, modern interface built with Shadcn UI and translucency effects.
  • Theme Customization: Switch between light/dark modes and customize primary colors.
  • Fully Responsive: Optimized experience for phones, tablets, and large desktop screens.
  • Offline Mode: Visual indicators and safe-guards for when you lose connectivity.

🛠️ Tech Stack

Frontend

Backend


🏁 Getting Started

Prerequisites

  • Node.js (v18+)
  • PostgreSQL Database URL (Local or Cloud e.g., Neon, Supabase)
  • Clerk Account (Public/Secret Keys)

Installation

  1. Clone the repository:

    git clone https://github.com/devhimanshuu/BudgetBuddy.git
    cd BudgetBuddy
  2. Install dependencies:

    npm install
  3. Set up Environment Variables: Create a .env file in the root directory:

    # Database
    DATABASE_URL="postgresql://user:pass@localhost:5432/budgetbuddy"
    
    # Authentication (Clerk)
    NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=pk_test_...
    CLERK_SECRET_KEY=sk_test_...
    NEXT_PUBLIC_CLERK_SIGN_IN_URL=/sign-in
    NEXT_PUBLIC_CLERK_SIGN_UP_URL=/sign-up
  4. Initialize Database:

    npx prisma generate
    npx prisma db push
  5. Run the Development Server:

    npm run dev

    Open http://localhost:3000 to view the app.


🤝 Contributing

Contributions are welcome! Please follow these steps:

  1. Fork the repo.
  2. Create a feature branch (git checkout -b feature/NewThing).
  3. Commit your changes.
  4. Push to the branch.
  5. Open a Pull Request.

📬 Contact

Created by Himanshu Gupta.

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BudgetBuddy is a Advanced Personal finance tracker aka wealth management app that helps users manage expenses and savings effectively. Built with modern web technologies, it offers a seamless experience for tracking financial transactions and generating insightful reports.

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