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Welcome to BudgetWise

Your Smart Personal Finance Tracker

What is BudgetWise?

BudgetWise is a modern, intuitive financial management application that helps you understand and control your personal finances. Built with ASP.NET Core and powered by Azure SQL Database, BudgetWise provides real-time insights into your spending habits, savings rate, and financial health through beautiful visualizations and comprehensive budget tracking.

Key Features

Advanced Dashboard

Interactive tabbed dashboard with daily, monthly, and yearly budget insights. Track your financial metrics with beautiful Highcharts visualizations.

Budget Insights

Monitor your daily, monthly, and yearly budgets with detailed metrics including average spending, savings rate, and balance tracking.

Smart Categories

Create custom spending categories with emoji icons. Track expenses by category and see your top spending areas at a glance.

Transaction Management

Easily add, edit, and categorize transactions. View recent activity and search through your financial history with powerful filtering.

Savings Tracking

Monitor your savings rate and get insights on whether you're saving enough. Visual indicators help you stay on track with your financial goals.

Export Reports

Export your financial data and reports for external analysis or record-keeping. Keep your financial records organized and accessible.

Dashboard Features

Our redesigned dashboard provides comprehensive financial insights through four main sections:

  • Overview Tab - Summary metrics, expense breakdown pie chart, and top spending categories with visual progress bars
  • Budget Insights Tab - Daily, monthly, and yearly budget breakdowns with average spending calculations and savings rate analysis
  • Trends Tab - Income vs expenses trend lines, monthly comparisons, and balance tracking over time
  • Recent Activity Tab - Latest transactions with category icons, amounts, and quick access to transaction history

How to Get Started

  1. Create an Account - Register with your email to secure your financial data
  2. Set Up Categories - Create income and expense categories with emoji icons
  3. Add Transactions - Record your daily income and expenses
  4. Monitor Your Dashboard - Track your financial health with real-time insights
  5. Analyze Trends - Use the data to make informed financial decisions

Technology Stack

BudgetWise is built with modern, reliable technologies:

  • ASP.NET Core 8.0
  • Entity Framework Core
  • Azure SQL Database
  • ASP.NET Core Identity
  • Highcharts.js
  • Bootstrap 5
  • Font Awesome Icons
  • Responsive Design

Demo Mode

Want to explore BudgetWise before creating an account? Check out our demo dashboard with sample data to see all features in action. The demo provides a full preview of the dashboard, categories, transactions, and reporting capabilities.

BudgetWise is an open-source project. View the source code, report issues, or contribute on GitHub:

GitHub Repository Report an Issue