A personal financial calendar that helps you track income, expenses, and upcoming payments at a glance. Fully offline, fast, and built for everyday clarity.
I've always been a highly analytical person, and for years I tracked my finances in Excel using custom formulas and conditional logic. It worked, but it left a lot to be desired. I wanted something that's more secure, offline, structured, and actually enjoyable to use.
This is the result: a Personal Financial Calendar designed to make it effortless to see your spending, balance changes, and upcoming payments at a glance.
Coming soon - I'm currently deep into Phase 3 of the roadmap.
Once this phase is finished, perfical will enter Early Access with an installer.
- Visual calendar view of income and expenses
- Color‑coded entries for income/expenses
- Fast desktop performance via Tauri
- Clean UI with smooth animations
- Local database using Dexie.js (IndexedDB)
- Fully offline, no internet connection required
- React (functional components + hooks)
- Vite (lightning‑fast dev/build)
- Tauri (desktop wrapper)
- IndexedDB via Dexie.js (planned)
- SQLite (future upgrade)
- Shared layout system (sidebar, balance, navigation)
- Home page with calendar
- Transactions page (list view + add modal)
- Settings page (basic)
- Splash screen + animations
- Theme foundation (colors, typography)
Perfical will move from simple JSON-based local storage to a structured local database using Dexie.js (IndexedDB).
This enables:
- persistent transaction storage
- recurring income/expense rules
- date‑based events
- fast querying
- editing, deleting, copying entries
- archiving old data
- future migration to SQLite
(SQLite planned) for a later phase once the data model stabilizes.
- Edit transaction modal
- Delete / duplicate / copy / paste entries
- Add date field to each entry
- Mark calendar days with income/expense dots
- Auto‑apply income/expenses to balance on the correct day
- Auto‑remove or archive entries older than 30 days
- Repeating rules:
- daily
- weekly
- monthly
- annually
- repeat recurringly (X times)
- repeat recurringly (until date)
- Zoom levels: 1 month, 3 months, 6 months
- Hover a day → preview events
- Click a day → open modal with full list
- Add/edit/delete events directly from the calendar
- Colored dots:
- green = income
- red = expense
- yellow = mixed
- Theme selection (light/dark/custom)
- Skip splash screen option
- Layout customization
- Currency settings
- Backup/export options (JSON)
- Optional future cloud sync
Perfical may later migrate to SQLite via Tauri’s Rust backend for:
- multi‑device sync
- encrypted storage
- larger datasets
- advanced queries
This will be built on top of the Dexie‑based data model.
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