Tally And Trace

A full-stack, type-safe monorepo for personal and business financial management. Features a React web frontend, a FastAPI backend, a shared TypeScript package, and a React Native mobile app (coming soon).

Project Overview

Tally And Trace was developed to solve our own need for a simple, flexible financial tracking tool that would replace our aging Google Sheet tracker. Existing solutions were either too complex, too expensive, or lacked the multi-entity support we needed to manage both personal and business finances in one place.

The Build (Seth)

Architected a monorepo structure with shared TypeScript package
Built React web frontend with TanStack Router and Redux Toolkit
Developed FastAPI backend with Pydantic v2 for type safety
Implemented PostgreSQL database with SQLAlchemy ORM
Created React Native mobile app foundation (Expo)
Deployed on Render with Supabase for database hosting

The Break (Christine)

Comprehensive testing strategy for financial calculations
API endpoint validation and error handling
Multi-currency transaction testing
Data integrity and security audits
Performance testing for large transaction sets

Features

Multi-Entity Architecture: Manage personal and business finances under separate entities
Account Management: Cash, e-wallets, savings, checking, and credit accounts with multi-currency support
Transaction Tracking: Record income, expenses, and transfers with FX fields
Budget Entries: Recurring income/expense items with configurable cadence
Allocations: Savings goals, budgets, and period-based allocations
Wishlist: Prioritised wishlist items linked to categories and entities
Type Safety: Pydantic v2 on the backend, TypeScript everywhere on the frontend
Mobile App (coming soon): React Native (Expo) app with NativeWind styling

Tech Stack

Frontend: React, TypeScript, Vite, TanStack Router, Redux Toolkit, Tailwind CSS
Backend: FastAPI, Python 3.12, SQLAlchemy, Pydantic v2
Database: PostgreSQL (Supabase)
Mobile: React Native, Expo SDK 52, NativeWind
Deployment: Render (backend + frontend), Supabase (database)
Shared: TypeScript package for type definitions and utilities

Screenshots