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Financial Hub

Financial Hub is a personal finance cockpit built for people who want clarity, not chaos.

Imagine your money as a city:

  • transactions are the traffic
  • budgets are the lane limits
  • goals are the destinations
  • reports are the aerial view

This app gives you the control tower.

What This Project Is About

Financial Hub helps users:

  • track day-to-day transactions
  • plan category budgets
  • build savings goals
  • analyze monthly trends
  • manage preferences and currency settings

It is designed as a modern dashboard with clear visuals, quick actions, and structured financial insight.

Stack

  • Next.js (App Router)
  • TypeScript
  • Tailwind CSS
  • shadcn/ui components
  • Recharts for data visualization
  • Prisma for persistence

Core Routes

  • / Dashboard
  • /transactions Transaction management
  • /budgets Category budget planning
  • /goals Savings goals tracking
  • /reports Monthly analytics
  • /settings Preferences, export/import controls

Feature Tour (Creative Walkthrough)

1) Dashboard: Your Mission Briefing

Open the app and the dashboard acts like morning radar:

  • net worth hero with trend signal
  • summary metrics for balance, income, expenses, savings rate
  • spending donut and trend charts
  • recent activity and goals progress

It is the "what changed" screen.

2) Transactions: The Event Stream

Every payment, salary, and transfer becomes a timeline event. You can:

  • add, edit, delete transactions
  • search by text
  • filter by type/category/date range
  • sort by date or amount

It is the "why numbers moved" screen.

3) Budgets: Guardrails, Not Handcuffs

Budgets are category envelopes with progress and overspend alerts. You can:

  • create and edit category limits
  • spot over-budget states instantly
  • transfer funds from available balance into a budget

It is the "stay in lane" screen.

4) Goals: Future You, Funded

Goals track what you are building toward (emergency fund, travel, upgrades). You can:

  • create and edit goals
  • monitor completion and days remaining
  • transfer funds from available balance directly into a goal

It is the "long game" screen.

5) Reports: The Flight Recorder

Reports summarize your behavior over time. You get:

  • income vs expense comparison
  • net worth trajectory
  • month-window filtering for focused analysis

It is the "pattern recognition" screen.

6) Settings: Control Room

Settings centralize:

  • currency preferences
  • notification toggles
  • CSV export
  • CSV import with preview and validation

It is the "operate and maintain" screen.

Data Model at a Glance

Main entities:

  • Transaction
  • Budget
  • SavingsGoal
  • Settings

The calculations layer derives:

  • net worth
  • monthly income/expenses/savings rate
  • budget utilization
  • goal completion status

Local Setup

  1. Install dependencies
pnpm install
  1. Start development server
pnpm dev
  1. Open the app
http://localhost:3000

Why This Project Exists

Most finance apps either overwhelm users with raw data or oversimplify reality.

Financial Hub tries to do both well:

  • enough detail to make smart decisions
  • enough design clarity to stay calm while doing it

In short: less guessing, more intentional money moves.

Future Ideas

  • recurring transaction automations
  • category-level forecasting
  • transfer history timeline
  • smarter recommendations based on spending drift

If money is a story, Financial Hub is the editor.

About

Financial Hub is a personal finance cockpit built for people who want clarity, not chaos.

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