InEx Finance Tracker

InEx is a lightweight personal finance and expense-tracking application for keeping income, spending, accounts, and categories in one clear place.

Click here to reveal code agent's memory

Click here to view available themes

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The project is designed for people who want a simple view of their financial activity without the overhead of a large finance platform. It provides a focused workspace for recording transactions, reviewing spending patterns, managing accounts and categories, and adjusting personal preferences.

Features

• 🤖 Client-Side Code Agent: Interactive AI chat assistant for personal finance insights. Features a secure local JavaScript environment for calculations, sending only execution observations to the Gemini model with Bring-Your-Own-Key (BYOK) support for complete data privacy.
• 📱 Progressive Web App (PWA): Fully installable on mobile and desktop devices (via browser menu options like "Install PWA") for a native app-like experience.
• ⚡ Offline-First Support: Powered by custom service workers and runtime caching, allowing the app to run seamlessly without an internet connection, backed by local storage.
• 📊 Overview dashboard for income, expenses, balance, and spending activity.
• 📝 Transaction creation, filtering, searching, editing, and deletion.
• 💳 Account management.
• 🏷️ Income and expense category management.
• 📉 Spending comparison and category breakdown views.
• 📥 Import and export of application data.
• ⚙️ Currency preferences and six color themes: forest, ocean, sunset, berry, slate, and emerald.
• 💻 Responsive layout for desktop and smaller screens.
• 🔁 Device sync on demand.

Why This Matters

Financial clarity is easier to maintain when recording an expense takes very little effort and the resulting information is easy to understand. A small, focused tracker can help users:

• Build a consistent habit of recording income and expenses.
• Understand where money is going over time.
• Compare spending across days, months, and categories.
• Keep account and category information organized.
• Make decisions from their own data rather than relying on memory.

InEx aims to make that daily workflow approachable, readable, and practical.

Updates

• v2.2.0:
  • Users now have the option to choose from six color themes: forest, ocean, sunset, berry, slate, and emerald.

Technology

• React
• TypeScript
• Parcel

Requirements

Before installing the project, make sure you have:

• Node.js 18 or newer.
• npm 9 or newer.
• Git, if you are cloning the repository.

You can check your installed versions with:

node --version
npm --version

Local Installation

1. Clone the repository and enter the project directory:

   git clone <repository-url>
   cd inex

2. Install the dependencies:

   npm install

3. Start the local development server:

   npm run start

4. Open the local URL printed by Parcel in your browser.

The application stores its development data locally in the browser. That means data created in one browser profile is not automatically shared with another browser or device. Use the built-in data export when you need a backup or transfer.

Available Commands

Development

npm run start

Starts Parcel in development mode with rebuild support.

Project Layout

The repository is organized around the application entry point, reusable interface components, shared models and constants, and small utility modules for persistence, currency formatting, files, and CSV handling.

src/
  components/    Reusable application views and interface components
  context/       Modal context used by app
  gemini/        Basic code agent implementation powered by Gemini
  hooks/         Hooks for managing app state and transaction filters
  icons/         App icons
  pages/         Page views
  utils/         Shared data, file, currency, and storage helpers
  App.tsx        Application composition
  models.ts      Shared data models
  constants.ts   Shared application constants
  App.css        Application styling
  index.tsx      Browser entry point
  index.html     HTML entry point

Contributing

Contributions are welcome. Useful contributions include bug fixes, accessibility improvements, visual refinements, documentation updates, and improvements to data import or export workflows.

Bug Reports and Feature Requests

When reporting a bug, include:

• A concise description of the problem.
• Steps to reproduce it.
• The expected and actual behavior.
• A screenshot or console error when useful.

For feature requests, explain the user problem first, then describe the proposed solution. This helps keep the project focused on useful financial workflows rather than adding complexity for its own sake.