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
• Wired Sentry error and performance monitoring across the API and web app — production-only, with request bodies, cookies, auth headers, and typed-input breadcrumbs scrubbed before send

The Break (Christine)

• Test baseline for the cash-flow forecast engine, with CI gating on backend and shared-package suites
• 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
• Cash-Flow Forecast: Day-ordered running-balance timeline that surfaces the lowest point before payday and flags shortfalls — not just the reassuring month-end total
• Mark Paid: Materialise a due entry into a real transaction, moving the account balance and rolling the recurring schedule to its next date
• Budget Entries: Recurring income/expense items with configurable cadence — weekly, biweekly, semi-monthly, monthly, quarterly, semi-annual, and annual
• Allocations: Savings goals, budgets, and period-based allocations
• Wishlist: Prioritised wishlist items linked to categories and entities
• Data Export: One-click JSON/CSV export of your entire dataset
• 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)
• Monitoring: Sentry — separate tally-trace-api and tally-trace-web projects, production-only, PII scrubbed before send
• Shared: TypeScript package for type definitions and utilities

Screenshots