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A easy-to-use tool for managing budgets. Set your yearly budget and get it split into months, fill out expenses and get an overview.

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bragerosberg/budget-manager

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Budget Manager

https://simplebudgetmanager.herokuapp.com/ Fill in a yearly budget, have it split equally throughout the year, fill out the individual month expenses, see how much is remaining of the current month, edit expenses - all being saved locally on your browser at the hosted website as linked above or test locally by doing the following.

Test Locally

  • Clone this repository at your desired location
  • cd to budget-manager folder
  • Install dependencies and start, npm i "&&" npm start
  • You're all set, go to: http://localhost:3000/

Article

Contents

  • Fill in a yearly budget
  • Get your budget equally divided into twelve months
  • Add expenses for each individual month
  • Ability to edit/delete expenses
  • See how much is remaining of a monthly budget
  • All data is stored locally and secure (localStorage API)

Tech Usage and Reasoning

  • React React: During the planning phase for this projects, I realised I would be building a project that has many repeating blocks (e.g. all 12-months, expense, form) and found React as a brilliant framework for my exact challenge. By using React I could make sure to keep it easy maintainable, scalable and extensible.

Challenges Faced

The origin of this project idea came when I reached out to a friend of me that works on a startup, and I presented him with the opportunity to express a hypothetical software he would have liked to use in his work, but which he did not have access to at that time. When involving yourself into a new sector there are a lot of new topics and information to digest, his wish was to have a financial tool to manage his expenses - without all the confusion that was on the more commonly used expense management tools available out there.

For me the challenge started right there, how could I help my friend with a tool that does everything he needs it to do, at the same time keeping it inside his range of capability - I did not want to make it cause more problems than it solved, logically.

Solve the problem, keep the Simplicity

As the title states, this was exactly where it began. I wanted to make the tool so easily understandable that no explanation was needed, a design that needs clarification is no good. Keeping it minimal, I made sure that each step should have only what it really needs to have, no extra features - for now. Making the landingpage a simple form where you submit your budget, with the submit taking you to your divided budget split of a calender year, displaying each month, with a button allowing to add expenses to a month.

Design

As mentioned above in the "Challenges Faced" section, the intention between me and the customer I created the project for was maintaining a simple UX/UI throughout the usage. Therefore the colors, font-usage, button sizes/placements, as well icons to signalify actions such as "Go back", "Delete Expenses of Month", "Edit Expense", "Reset Budget" and more. Along with the color usage and icons to contribute to a smooth experience, there are also added needed confirmations on actions that has irreversible outcomes (e.g. deleting expense). See below to see illustrations, a responsive design to fit across different platforms.

Reponsive Design

Responsiveness

Going into the design of this I was focusing on responsiveness across platforms, the features should not be restricted to only suit one platform group. If you are working from an office, your living room, on a desktop or a tablet - it should feel the same and be a problem-free process. I have even created an android-version which you can see the repository to here.

Full Description

The possibilities of managing economy and especially budgets is a very common task among many. The opportunities and choices of management-tools which content is consisting of a range from simple to more advanced features.

However, in this project I was taking on the task of simplifying this process, users who are fresh into startups have a lot of new responsobilities to digest, and with my Budget Manager I'm hoping I can contribute by creating this tool being so convenient and basic that it reduces complications and eases your work. With intent this is designed to be easy, with few possibilities for confusing - and therefore logically lacking a wide variety of features. My goal is to be a helpful starting tool, or even being a permanent choice if I serve the needs you have.

Get in Touch With me:

codeSTACKr | LinkedIn codeSTACKr.com gmail

Creator

MIT License Copyright (c) 2021 Brage Røsberg

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A easy-to-use tool for managing budgets. Set your yearly budget and get it split into months, fill out expenses and get an overview.

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