Aurea Finance

OS financeiro pessoal local-first: conferência diária, orçamento, cartões, patrimônio e importação Money.xlsx.

Local-first personal finance OS: daily reconciliation, budgeting, cards, net worth and Money.xlsx import.

PT-BR · English · Stack · Architecture · Quick Start · Author

Repo · Portfolio · LinkedIn

Local-first notice: no public Vercel homepage is configured for this repo. Run locally with SQLite. Screenshots below show the product UI from assets/.

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PT-BR

Visão geral

O Aurea Finance é um sistema financeiro pessoal local-first (Next.js + SQLite/Drizzle): dashboard, conferência diária, transações, contas, cartões/faturas, recorrências, orçamento, patrimônio e importação a partir de Money.xlsx.

Problema

Planilhas crescem, cartões e contas se espalham e a conferência diária vira caos — sem um OS pessoal coerente.

Para quem

Pessoas que querem operar finanças pessoais com disciplina de conferência e patrimônio, preferindo dados locais.

Funcionalidades

• Dashboard financeiro
• Conferência diária
• Transações, contas e liquidez
• Cartões/faturas, recorrências e orçamento mensal
• Patrimônio (net worth)
• Importação Money.xlsx (xlsx)
• Testes (Vitest) no domínio

Escopo e limites (honestos)

• Local-first — não é open banking multi-banco cloud
• Sem demo pública estável no campo homepage do GitHub
• Importação cobre o workbook/fluxo documentado — valide no seu arquivo real

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English

Overview

Aurea Finance is a local-first personal finance OS (Next.js + SQLite/Drizzle): dashboard, daily reconciliation, transactions, accounts, cards/statements, recurrals, budgeting, net worth and Money.xlsx import.

Problem

Spreadsheets sprawl, cards/accounts fragment and daily reconciliation becomes chaos — without a coherent personal OS.

Who it is for

Individuals who want disciplined reconciliation and net-worth tracking with local data preference.

Features

• Finance dashboard
• Daily reconciliation
• Transactions, accounts and liquidity
• Cards/statements, recurrals and monthly budget
• Net worth
• Money.xlsx import (xlsx)
• Domain tests (Vitest)

Scope and honest limits

• Local-first — not cloud open-banking
• No stable public demo in the GitHub homepage field
• Import covers the documented workbook flow — validate on your real file

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Screenshots

Dashboard	Daily reconciliation
Transactions	Accounts
Net worth	Import

Stack

Layer	Technology
Web	Next.js, React, TypeScript, Tailwind, Recharts
Data	SQLite (better-sqlite3), Drizzle ORM, Zod
Import	SheetJS (xlsx)

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Architecture

app/ features/ components/   UI
db/ sql/ drizzle             schema + migrations mindset
services/ lib/               domain services
assets/screenshots           UI evidence

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Quick Start

npm install
# configure env from .env.example / env.example
npm run dev

Follow in-repo notes for DB seed/migrate scripts under scripts/ and DATABASE_NOTES.md.

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Technical decisions

• SQLite local-first for privacy and offline operation
• Drizzle for typed schema close to SQL
• Daily reconciliation as a first-class workflow, not only charts

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Roadmap

• Polish import edge cases
• More budget/net-worth analytics
• Optional encrypted backup export

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Author

Felipe Alirio Baruja — data / product / full-stack portfolio.

• Portfolio: https://barujafe.vercel.app/
• GitHub: https://github.com/BarujaFe1
• LinkedIn: https://www.linkedin.com/in/barujafe/

License

MIT — see LICENSE.