ExpenseTracker.app

📊 Overview

ExpenseTracker.app is a full-featured, multi-household budget management web application built with Flask. It allows families, groups, and organizations to track income, expenses, and budgets with role-based access control and real-time financial insights. Key Concepts Concept Description Household A family or group container (each has isolated data) Users Members of a household with different roles Transactions Income or expense entries Budgets Monthly spending limits (household and per-category) Categories Hierarchical income/expense classifications (200+ predefined) Multi-Device Support Device OS Status Windows PC Windows 10/11 ✅ Fully Supported MacBook macOS 12+ ✅ Fully Supported Linux PC Ubuntu/Debian ✅ Fully Supported Raspberry Pi Raspberry Pi OS ✅ Fully Supported Mobile Browser iOS/Android ✅ Responsive ✨ Features Core Features Feature Description ✅ Multi-Household Complete data isolation between households ✅ Role-Based Access Global Admin, Admin, User roles ✅ Transaction CRUD Create, read, update, delete transactions ✅ Hierarchical Categories 200+ predefined categories with parent-child relationships ✅ Monthly Budgets Set monthly household income targets ✅ Category Budgets Set spending limits per category ✅ Real-Time Insights Projections, variance analysis, YTD calculations ✅ Threaded Comments Comment on transactions with nested replies User Features Feature Description 👤 User Profiles Custom avatars and display names 💬 Messaging Internal user-to-user messaging 💬 Transaction Comments All household members can comment 🔔 Notifications System notifications for comments and messages 🔑 Password Change Secure password management Admin Features Feature Description 👥 User Management Create, view, delete users 📂 Category Management Add, toggle, delete custom categories 💰 Budget Setting Set monthly household and category budgets 💾 Backup Management Create, download, restore database backups 📜 Logs Viewer View application, error, and access logs 📋 Audit Trail Track all user actions Global Admin Features Feature Description 🌍 Global Dashboard View ALL households and users 📊 Global Reports Reports across all households 🗑️ Delete Households Remove entire households 📜 System Logs View all system logs 💾 Backup Management Full backup control Reports & Analytics Feature Description 📈 Daily Reports Transactions for a specific day 📆 Weekly Reports Transactions for a specific week 📊 Monthly Reports Full month summary with category breakdown 📈 Yearly Reports Full year summary with monthly breakdown 📋 Custom Reports Any date range you select 📄 Export Formats PDF, CSV, JSON, Excel 🌍 Global Reports Reports across all households 📊 Spending Variance Track spending against averages 📈 End-of-Month Projections Forecast remaining balance 📊 Year-to-Date Calculations YTD income, expenses, remaining Security Features Feature Description 🛡️ CSRF Protection Flask-WTF CSRF protection 🔐 Password Hashing Werkzeug secure password hashing 🔒 Session Security HttpOnly, SameSite cookies 🚫 Rate Limiting Login attempt limiting 👮 Role-Based Access @role_required, @global_admin_required 📋 Audit Logging Track all user actions 🛡️ XSS Protection Jinja2 auto-escaping 🛡️ SQL Injection Protection SQLAlchemy ORM 🛠️ Technology Stack Layer Technology Version Backend Flask 2.3.2 ORM SQLAlchemy 3.0.5 Database SQLite (Dev) / PostgreSQL (Production) - Authentication Flask-Login 0.6.2 Forms Flask-WTF 1.1.1 Migrations Flask-Migrate 4.0.5 Charts Chart.js 4.4.0 Image Processing Pillow 10.1.0 PDF Generation reportlab 4.0.4 Excel Export openpyxl 3.1.2 Frontend HTML5, CSS3, JavaScript - Package Manager uv / pip - Production Server Gunicorn / Waitress -