Budgenix is a modern personal finance app designed to help you track spending, manage income, plan budgets, and achieve financial goals — all with clarity, speed, and insight. Whether you're solo or managing a household, Budgenix is built to scale.
| Layer | Technology |
|---|---|
| Frontend | React + TypeScript + Vite |
| Styling | Tailwind CSS + DaisyUI |
| Charts | Recharts |
| Backend | ASP.NET Core Web API (C#) |
| ORM | Entity Framework Core |
| Database | SQLite (local dev) |
| Auth | JWT + ASP.NET Identity |
| Testing | xUnit (.NET) |
- 🔁 Recurring items for both income and expenses
- 📊 Dynamic dashboards with real-time charts, stats, and insights
- 🧠 Smart insights (e.g. spending spikes, savings stall, low income coverage)
- 📆 Flexible grouping (by month, year, or category)
- 💸 User currency preferences with inline formatting and live updates
- 🎯 Category budgets with progress tracking
- 🌟 Savings goals (targets, wishlists, planners)
- 🧩 Modular architecture (React + ASP.NET Core)
- 🌍 Responsive UI with dark/light mode
- 📈 Rich data visualizations (bar, pie, trend charts)
- Secure JWT login/signup/logout
- ASP.NET Identity for user management
- User-based settings (currency, preferences)
- Tier access (Free / Pro / Pro+ coming soon)
- Household sharing + multi-user roles (planned)
GET /api/expensesGET /api/expenses?groupBy=month|year|categoryGET /api/expenses/overview?month=&year=POST /api/expensesPUT /api/expenses/{id}DELETE /api/expenses/{id}
GET /api/incomesGET /api/incomes/overview?month=&year=GET /api/incomes/summary?months=6POST /api/incomesPUT /api/incomes/{id}DELETE /api/incomes/{id}
GET /api/recurring/upcomingPOST /api/recurringPUT /api/recurring/{id}DELETE /api/recurring/{id}POST /api/recurring/{id}/triggerPOST /api/recurring/{id}/skip
- Category-based budgets
- Allocations + progress
- API-driven dynamic suggestions (e.g. spending spikes, budget near limits)
POST /api/stripe/create-checkout-sessionPOST /api/stripe/webhookGET /api/stripe/checkout-session/{sessionId}
Budgenix includes background-safe logic for:
- Subscription grace period cleanup
- Marks subscriptions inactive if a user's grace period expires (e.g. after failed payments)
- Sets
SubscriptionIsActive = falseand records end date
- Recurring item automation
- Automatically triggers due recurring incomes/expenses
- Generates entries (e.g. expenses/incomes) on schedule
⚠ These jobs are currently designed to be triggered by schedulers, such as:
- Azure Functions (Timer Trigger)
- Azure WebJobs
- Hangfire / Quartz.NET
- Cron jobs (if self-hosted)
➡ No scheduler is wired up yet — this is planned for future deployment.
- 🔗 Context-driven architecture
ExpensesContext,IncomesContext,CurrencyContext,UserContext,RecurringContext,DateFilterContext
- 📊 Dashboard
- Stat cards, progress bars, insights
- 📈 Charts
- Spending/income trends (bar, pie)
- 🧠 Insights
- Rule-based auto-suggestions
- 📅 Smart forms
- Currency-aware, date-friendly
- 🌈 Dark/light mode
DashboardCard— animated stats with currency + progressInsightCard— dynamic rule-based suggestionsQuick Actions— one-click add income/expense/budget/goalSpendingTrendChart— interactive daily/monthly/yearly chartsGrouped lists— expenses/incomes by category or date
- Recurring item automation
- Category budgets and tracking
- Savings goals and planners
- Smart insights + dynamic dashboard
- User-specific currency and live formatting
- Visual trends + secure auth
- Vacation & wishlist financial planners
- Tier access with Pro features
- Household sharing + roles
- Stripe billing integration
- CSV import/export
- PWA + native app support
Budgenix helps you do more than track your money — it helps you plan, act, and grow.
Whether it's coffee or a wedding fund, Budgenix makes managing your finances visual, smart, and powerful.