TallyAndTrace: A Full-Stack Financial Management Solution

Project Overview

TallyAndTrace is a full-stack, type-safe monorepo designed for personal and business financial management. The application features a React web frontend, a FastAPI backend, a shared TypeScript package, and a React Native mobile app (coming soon). Built with modern tools and best practices, it represents our ideal balance of functionality and simplicity.

Goals

We developed TallyAndTrace to solve our own need for a simple, flexible financial tracking tool that would replace our aging Google Sheet tracker. The primary goals were:

• Replace complex and expensive existing solutions with something tailored to our needs
• Provide multi-entity support to manage both personal and business finances in one place
• Create a type-safe, maintainable codebase that scales with our needs
• Build a foundation that supports both web and mobile experiences

Mission/Reason

Existing financial management solutions were either too complex, too expensive, or lacked the multi-entity support we needed. TallyAndTrace represents our personal use cases—managing individual finances, household finances, and potential business ventures—all in one cohesive application. While it might not fit everyone's needs right away, it's built with flexibility in mind, allowing us to iterate and expand based on real-world usage.