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Description

Casheroo is a user-friendly personal finance app that centralizes your financial data. By adding multiple accounts, users get a full view of their recent spending and total balance. The app tracks your current expenses and gives forecasts of your future spending. This keeps users well-informed and helps manage their money better.

UI

Logo

Wireframes

Before Login

Logged in

Account and Transaction View

User Stories

Implimentation

ERD

Routes

Technology

  • Django
  • Postgres
  • Tailwind

MPV

Views

  • Account View
  • Add/Edit Account View
  • Add/Edit Transaction View
  • Index view

Features

  • User can create and edit accounts
  • User can create and edit transactions
  • User can view an index view which can show one, multiple, or all accounts transactions and a running balance much like bank account view with controls as far as what accounts and duration to show. Each line will be clickable and show additional controls to edit/delete forms with controls for only one shown at once.

Stretch Goals

Features

  • Show upcoming expenses
  • Create recurring expenses
  • Edit both Recurring and single transactions.
  • Show a warning on top of index if account or all accounts transactions are projected to take balance which a user can click and scroll to the line where balance goes below zero.

Icebox

Views

  • Calendar view

Features

  • Banking API
  • Categorize Transactions
  • Automatic categorization
  • Budget help

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