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FinTrack — decision support for small business money

Most small businesses run on bank-balance intuition. FinTrack turns transactions into answers: revenue vs. expenses with a profit trend, cash flow in vs. out, budget tracking with over-budget alerts, and a weekly review ritual that keeps the books honest all year — not just at tax time.

How it works

Transactions Categorization Review queue Reports Action queue Business decisions

Raw bank data becomes weekly decisions. The Review Queue is the key step — habit-tracker mechanics keep categorization current, so the reports stay trustworthy all year instead of only at tax time.

FinTrack dashboard with revenue, expense, profit and margin cards, revenue-vs-expenses chart, and expenses-by-category donut — The main dashboard — four KPIs, trend, and category breakdown.

FinTrack cash flow view: cash in, cash out and net cash flow cards above a monthly trend chart, with a cash-flow-vs-profit explainer — Cash flow view — because profitable businesses still run out of cash.

FinTrack weekly money review: a queue of unreviewed transactions with category dropdowns, flag buttons, and a review checklist — Weekly Money Review — a queue plus checklist that builds a streak.

The problem

Owners told the same story: "I check my bank balance and hope." Reports in accounting software are built for accountants. FinTrack is built for a Monday-morning decision: can I hire, can I buy the trailer, which expense is creeping?

Key features

KPI cards: revenue, expenses, net profit, margin
Cash-flow view with plain-language explainer
Budget tracker with over-budget highlighting
Weekly review queue with flag/note workflow and streaks
Searchable, filterable, paginated transaction ledger
CSV import with template + tolerant parsing
Dark/light theme, fully responsive sample mode

Technical implementation

React 18 + Vite
Recharts for charting
PapaParse CSV ingestion with normalization rules
Seeded mock-data generator (~6 months, 8 categories)
Pure aggregation utilities — totals, monthly, by-category
CSS-variable theming, no UI framework

Design decision

The Weekly Money Review is the product's core insight: data quality is a habit problem, not a software problem. The review queue, checklist, and week streak borrow habit-tracker mechanics to make categorizing transactions something owners actually do.

Roadmap

Bank feed integration
Invoice tracking and AR aging
Scheduled email reports for accountants

What this demonstrates

Business software, not just websites: dashboard and reporting design, data ingestion that survives messy real-world CSVs, and workflow thinking — the review queue is the kind of system that sits behind any serious internal tool.