Perfin

Easily track your finances and see your balance at a glance.

Features

• Create and edit transactions
• View transactions by date, category, or title
• View detailed balance and transactions over time

Resources Used

Dependencies

• SvelteKit - https://kit.svelte.dev/docs/introduction
• Chart.js - https://www.chartjs.org/
• Moment.js - https://momentjs.com/
• Driver.js - https://driverjs.com/

Fonts

• Roboto - https://fonts.google.com/specimen/Roboto
• Material Symbols - https://fonts.google.com/icons

Setup

Development

• Run npm install to install dependencies
• To start the development server, run npm run dev

Production

• Run npm install
• Run npm run build
• To start the server, run npm run preview

Directory Structure

• /src - the source code of the app
  • /src/lib - reusable components
    • /src/lib/UserData.js - stores all user data
  • /src/routes - pages of the app
    • /src/routes/+page.svelte - the home page
    • /src/routes/+layout.svelte - the global layout of the app
    • /src/routes/transactions/+page.svelte - the transactions page
    • /src/routes/summary/+page.svelte - the summary page
    • /src/routes/settings/+page.svelte - the settings page
    • /src/routes/help/+page.svelte - the help page

Roadmap

The following are plans for future development:

• Allow transactions to be categorized by multiple tags
• Allow the user to save data to an online database
• Allow the user to import data from bank statements
• Automate recurring transactions
• Test Perfin with students at Chapel Hill High School