hona / upblazor

🏦 I built this site to integrate with Up bank (an Australian digital bank), to assist users with budgeting and to gain powerful future insights.

https://upblazor.com

What is this?

🏦 I built this site to integrate with Up bank (an Australian digital bank), to assist users with budgeting and to gain powerful future insights.

Epics

• ⚡ Leverage the Up API (using Up.NET) to:

  • Fetch existing Transactional and Saver accounts to make selecting which account to save/expense simple
  • Use existing account balances for more accurate insights
  • Track actual vs intended savings
  • Automatically set savings in app when created on the site (this API does not exist on Up yet...)

• 💲 Track incomes

  • Exact ($)
  • Allow multiple

• 🧾 Track expenses

  • Exact ($) or Relative (%) cost
  • Source from Income streams/Up accounts
  • One off + Recurring

• 🪣 Create savings plans

  • Create multiple, per income
  • Exact ($) or Relative (%) cost
  • Choose which Saver account to put the amount into

• 📈 Insights + analytics

  • Show a breakdown of how the calculations work (relative -> absolute), rolling totals, etc

  • Forecast graphs

    • Income (in each Up account) - account for all income streams
    • Expenses (aggregate recurring and one offs)
    • Net Balances (Income - Expenses, in each account)

  • Suggested Budgetting

  • Daily Breakdown

  • Actual vs Intended

  • Reports

Examples

Layout + Notifications

Graph

Responsive Sider

Form

Result

Table

Code Architecture

This project follows a simplistic take on Clean Architecture.

UpBlazor.Core

• Contains the core models that are stored in the database/not dependent on anything
• Repository interfaces to abstract the infrastructure layer
• Helper methods/extensions
• Services

UpBlazor.Infrastructure

• Contains repository implementations using Marten DB

UpBlazor.Web

• Frontend is Blazor server-side
• Authentication is using Microsoft OAuth2
• UI Framework is AntBlazor, with AntBlazor Charts (based on G2Plot)

Getting Started

Development

1. Install a local instance of Postgres
2. Create a database called upblazor, and a user with access
3. Update the Marten connection string in appsettings.json
4. Build and run UpBlazor.Web

Production

1. Install Docker and docker-compose
2. Run docker-compose up -d --build
3. The program is exposed on port 9994, so reverse proxy your domain to that port

Acknowledgments

• AntBlazor
• Up bank

Contributors

LukeParkerDev

Andrzej Bakun

Imgbot