Project Overview
FinancialSummary is a React and TypeScript personal finance workspace with a local ledger, fictional demo data, and optional Firebase storage.
Problem / Context
It brings income, expenses, recurring payments, assets, and liabilities into one workspace.
Key Features
- Transactions, spending categories, and monthly summaries.
- Recurring income and expense schedules.
- CSV export and text-based Chase credit card PDF import.
- Chinese and English interfaces.
- Local, demo, and optional Google sign-in/cloud modes.
Tech Stack
Architecture
Vite builds the browser application. Local data stays in the browser; Firebase authentication and Firestore support optional cloud storage. PDF import processes statement files rather than connecting to a bank.
Technical Challenges
Demo data must remain separate from a user's real ledger. The implementation distinguishes demo, local, and cloud workspaces, with tests covering the demo/local boundary.
Engineering Decisions / Trade-offs
Local and fictional-data modes need no API keys. Cloud setup is optional and requires configured access rules. A public showcase can therefore demonstrate the interface without exposing a personal cloud ledger.
Screenshots
Results
The public demo is hosted on AWS CloudFront with a private S3 origin. It opens directly with fictional data and Firebase disabled. Visitors can add sample transactions and reset their changes without connecting a personal ledger. The build, 144 tests, and deployment checks passed; no production usage or financial outcome is claimed.