STARTING POINT
The central challenge
A list of transactions does not explain where money goes, while manual classification is slow and vulnerable to duplicates and inconsistent categories.
CASE STUDY APPLICATIONS
Family Finance
Money in context, without manual retyping.
Case study of the private Family Finance application: income and spending dashboard, PDF bank statements, automation, Firebase security, exports and Electron.
ABOUT THE PROJECT
Money in context, without manual retyping.
Family Finance is a private working tool for understanding income, spending and recurring payments. It replaces disconnected spreadsheets with one controlled monthly view.
GOAL AND SOLUTION
From a real need to a working whole.
DESIGNED SOLUTION
One connected solution
Statements, rules, categories and recurring payments were combined into a controlled import flow that automates routine work while keeping the result reviewable.
OUR ROLE AND PROCESS
End-to-end work. One responsibility.
- Product strategy and process analysis
- UX/UI and prototyping
- Architecture and development
- Data model and integrations
- Testing and security
- Deployment and further development
Map the work
We separate the real problem from steps created only by limitations of existing tools.
Design the system
We define the data model, key scenarios and an interface that remains clear in daily use.
Build the product
Frontend, logic, data and integrations come together in one working system.
Validate real operation
We test critical paths, access, error states and realistic use before further development.
WHAT THE APPLICATION DOES
Important functions without unnecessary layers.
Monthly dashboard
Income, expenses, balance and categories are shown together in context.
Bank statement import
PDF statements from supported banks can be converted into transactions without manually copying every entry.
Rules and deduplication
The import checks for repeated entries and helps keep categorisation consistent.
Recurring payments
Regular expenses have their own overview to make planning the next month easier.
CSV export
Data can be exported for further review or independent analysis.
Private access
Firebase Authentication and database rules restrict the application to the authorised user.
TECHNOLOGY
A technical foundation shaped by the project.
The verified stack combines Next.js, React, TypeScript, Firebase, Electron, Recharts, Tailwind CSS, PDF.js. Each technology was selected for the role it performs in the product, with maintainability and real operation in mind.
- Next.js
- React
- TypeScript
- Firebase
- Electron
- Recharts
- Tailwind CSS
- PDF.js
OUTCOME
A focused digital result built around real use.
The application brings data, rules and visualisation into one private workflow for everyday financial oversight without pretending to be an accounting system.