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Internal prototype

Personal Finance Dashboard (Internal Project)

Internal dashboard prototype for tracking income, expenses, recurring payments, and reusable admin/reporting patterns.

Personal Finance Dashboard (Internal Project)

Context

Internal experiment: a personal finance dashboard for tracking income, expenses and recurring payments.

Goals

  • bring transactions from different sources into one place;
  • see monthly cashflow and category breakdown;
  • track recurring payments and subscriptions;
  • test charts and filters for future client projects.

Solution

The prototype was built as a small internal dashboard with:

  • React / Next.js frontend and responsive layout;
  • Django REST Framework API;
  • PostgreSQL for structured data storage;
  • Celery for scheduled background imports.

Result

The project works as a sandbox for testing ideas such as:

  • new chart types and filtering approaches;
  • recurring payment handling;
  • secure API endpoints and lightweight admin patterns.

Parts of this internal dashboard can later be reused in client projects that need simple admin panels or reporting views.