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Brisk Budget Logo

A lightweight personal finance management web application for tracking household finances.

Brisk Budget Dashboard

Quick Deploy (Ubuntu)

Install with a single command:

curl -fsSL https://raw.githubusercontent.com/CoppingEthan/Brisk-Budget/main/deploy.sh | sudo bash

To update to the latest version, run the same command again.

The script will:

  • Install Node.js and git if not present
  • Clone the repository to /opt/brisk-budget
  • Configure a systemd service for auto-start
  • Preserve your data when updating

The app will be available at http://localhost:3000.

Manual Deploy

  1. Clone the repository
  2. Install dependencies: npm install
  3. Start the server: npm start
  4. Open your browser to http://localhost:3000

For development with auto-reload: npm run dev

Features

  • Account Management - Track multiple accounts (checking, savings, loans, investments, assets)
  • Transaction Tracking - Categorize and manage all your transactions with payees, notes, and descriptions
  • Recurring Transactions - Automate regular expenses and income with customizable schedules
  • Inter-Account Transfers - Link transactions between accounts seamlessly
  • Categories & Subcategories - Organize spending with pre-configured or custom categories
  • Dashboard Analytics - Visualize net worth, balance trends, and spending patterns
  • Transaction Import - Bulk import transactions
  • Backup & Restore - Download/restore data backups with automatic hourly backups
  • Mobile Responsive - Works on desktop and mobile devices
  • PWA Support - Install as a progressive web app

Data Storage

All data is stored locally in JSON files in the data/ directory. The application automatically creates this folder and initializes it on first run. No external database required.

Configuration

All settings are managed through the application's settings page:

  • Currency symbol
  • Household name
  • Categories and subcategories

Tech Stack

  • Backend: Node.js with native HTTP module
  • Frontend: Vanilla JavaScript, CSS3
  • Storage: File-based JSON

Why I Built This

Simply, I couldn't find a good alternative to Microsoft Money. Everything was either a paid subscription, missing key features or had terrible UX for the average person. I wanted something simple, self-hosted and easy to use.

Development & AI Usage

This project was coded with LLM assistance. I provided the concepts, architecture, UX/UI design, and branding. AI wrote the code iteratively as I tested each component. I'm a designer, not a full-stack developer but I'm learning as I go.

License

MIT License - see LICENSE file for details

Author

Ethan Copping

About

A Light Weight, JSON Based, Personal Finance Tracker

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  • JavaScript 71.1%
  • CSS 17.0%
  • HTML 10.2%
  • Shell 1.7%