💰 Budgeteer
A personal finance dashboard built with Blazor Server (.NET 10).
Status: beta — see the in-app badge.
Features
- Multi-account support — current accounts, savings, credit cards, each with its own currency and colour
- Transaction tracking — income & expenses with date, category, and account assignment
- Recurring transactions — daily, weekly, monthly, or yearly recurrence with automatic materialisation up to one year ahead
- Dashboard — balance trend chart (Chart.js), recent & upcoming transaction lists, account filter toggles, inline balance editing, and configurable time window
- Reports — doughnut charts for expenses and income by category, monthly income vs expenses bar chart, and a category summary table with filterable date range and account selection
- Categories — emoji-icon categories with sensible defaults and full CRUD
- Transactions table — sortable columns, search, pagination, per-account filtering, time-window presets, bulk selection & delete, and responsive column hiding on mobile
- Authentication — ASP.NET Identity with registration, login, password change, account deletion, and 5-attempt lockout
- SSO providers — optional Google, Microsoft, and GitHub sign-in (configured via
appsettings.json) - Settings — change password, reset all data (with confirmation), delete account
- Toast notifications — inline validation feedback via a toast system
- Help & About pages — in-app guides, tips, and project info
- Responsive UI — Bootstrap 5, mobile-friendly layout with collapsible sidebar, responsive table columns, and scoped CSS
- CI/CD — GitHub Actions for build/test and Docker Hub publishing
- Docker — multi-stage Dockerfile with volume-mounted SQLite, OCI image labels, and automatic security patching
Tech Stack
| Layer | Technology |
|---|---|
| Framework | .NET 10 / Blazor Server (InteractiveServer) |
| Database | SQLite via EF Core |
| Auth | ASP.NET Core Identity + optional Google / Microsoft / GitHub SSO |
| Charts | Chart.js (CDN) with JS interop |
| CSS | Bootstrap 5, scoped CSS |
| Tests | xUnit |
| CI/CD | GitHub Actions |
| Container | Docker (multi-stage build) |
Getting Started
Prerequisites
Run Locally
cd BudgetApp
dotnet run
The app will be available at https://localhost:5001 (or the port shown in the console). A budgetapp.db SQLite file is created automatically on first run.
Run Tests
dotnet test
Run with Docker
# Build
docker build -t budgeteer .
# Run (persists database in a named volume)
docker run -d -p 8080:8080 -v budgeteer-data:/app/data --name budgeteer budgeteer
Note: The SQLite database is stored at
/app/data/budgetapp.dbinside the container. Always mount a volume to/app/dataso your data survives image updates and container replacements.
The app will be available at http://localhost:8080.
Project Structure
BudgetApp/
├── Components/
│ ├── Layout/ # MainLayout, AuthLayout, NavMenu
│ ├── Pages/ # Home, Accounts, Transactions, Categories,
│ │ # Reports, Settings, Help, About, Login, Register
│ ├── ToastContainer.razor
│ └── ToastValidator.razor
├── Data/ # EF Core entities, DbContext, Identity user
├── Migrations/ # EF Core migrations (SQLite)
├── Services/ # AccountService, TransactionService, CategoryService,
│ # DashboardService, ToastService, AppState
└── wwwroot/
├── app.css # Global styles
└── js/
└── chart-interop.js # Chart.js interop (line, doughnut, bar charts)
BudgetApp.Tests/
├── Helpers/ # TestDbContextFactory
├── Models/ # AccountModelTests
└── Services/ # AccountService, TransactionService, CategoryService,
# DashboardService tests
Configuration
Default connection string in appsettings.json:
{
"ConnectionStrings": {
"DefaultConnection": "Data Source=budgetapp.db"
}
}
Override at runtime via environment variable:
export ConnectionStrings__DefaultConnection="Data Source=/path/to/budgeteer.db"
SSO Providers (optional)
Add client credentials to appsettings.json (or via environment / user-secrets). Each provider is only registered when both ClientId and ClientSecret are non-empty.
{
"Authentication": {
"Google": {
"ClientId": "",
"ClientSecret": ""
},
"Microsoft": {
"ClientId": "",
"ClientSecret": ""
},
"GitHub": {
"ClientId": "",
"ClientSecret": ""
}
}
}
Licence
This project is provided as-is for personal use.