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Finance Module

The Finance module provides a complete financial management system designed to help you track accounts, manage budgets, monitor expenses, and handle subscriptions with ease.

Overview​

Location: /finance

The Finance module offers:

  • Multi-account management
  • Budget creation and monitoring
  • Expense tracking and categorization
  • Subscription management
  • Financial analytics and insights

️ Module Structure​

/finance/
├── accounts/                # Account management
│   ├── +page.svelte
│   └── +page.server.ts
├── budget/                  # Budget planning
│   ├── +page.svelte
│   └── +page.server.ts
├── dashboard/               # Financial overview
│   ├── +page.svelte
│   └── +page.server.ts
├── expenses/                # Expense tracking
│   ├── +page.svelte
│   └── +page.server.ts
├── settings/                # Configuration
│   ├── +page.svelte
│   └── +page.server.ts
├── subscriptions/           # Subscription management
│   ├── +page.svelte
│   └── +page.server.ts
├── +layout.svelte           # Module layout
├── +layout.server.ts        # Server logic
└── +page.svelte             # Landing page

Core Features​

Accounts Management​

Track multiple bank accounts, credit cards, and cash wallets with balance tracking and transaction history.

Budget Planning​

Create monthly or custom-period budgets with category limits and spending alerts.

Expense Tracking​

Log expenses with categories, tags, and receipts. Get insights into spending patterns.

Subscription Management​

Track recurring subscriptions with renewal dates and cost analysis.

Financial Dashboard​

Visualize your financial health with charts, trends, and key metrics.

Integration​

  • Tasks Module: Track financial tasks and bill payments
  • Goals Module: Link financial goals to budget and savings
  • Dashboard: Financial metrics in main overview

Detailed documentation coming soon.