🏦 I built this site to integrate with Up bank (an Australian digital bank), to assist users with budgeting and to gain powerful future insights.
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⚡ Leverage the Up API (using Up.NET) to:
- Fetch existing Transactional and Saver accounts to make selecting which account to save/expense simple
- Use existing account balances for more accurate insights
- Track actual vs intended savings
- Automatically set savings in app when created on the site (this API does not exist on Up yet...)
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💲 Track incomes
- Exact ($)
- Allow multiple
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🧾 Track expenses
- Exact ($) or Relative (%) cost
- Source from Income streams/Up accounts
- One off + Recurring
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🪣 Create savings plans
- Create multiple, per income
- Exact ($) or Relative (%) cost
- Choose which Saver account to put the amount into
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📈 Insights + analytics
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Show a breakdown of how the calculations work (relative -> absolute), rolling totals, etc
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Forecast graphs
- Income (in each Up account) - account for all income streams
- Expenses (aggregate recurring and one offs)
- Net Balances (Income - Expenses, in each account)
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Suggested Budgetting
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Daily Breakdown
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Actual vs Intended
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Reports
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This project follows a simplistic take on Clean Architecture.
- Contains the core models that are stored in the database/not dependent on anything
- Repository interfaces to abstract the infrastructure layer
- Helper methods/extensions
- Services
- Contains repository implementations using Marten DB
- Frontend is Blazor server-side
- Authentication is using Microsoft OAuth2
- UI Framework is AntBlazor, with AntBlazor Charts (based on G2Plot)
- Install a local instance of Postgres
- Create a database called upblazor, and a user with access
- Update the Marten connection string in appsettings.json
- Build and run UpBlazor.Web
- Install Docker and docker-compose
- Run
docker-compose up -d --build - The program is exposed on port 9994, so reverse proxy your domain to that port
LukeParkerDev |
Andrzej Bakun |
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