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Welcome to Cashify

Cashify is an open-source personal finance management application designed to help you track your budget, manage expenses, and gain insights into your financial habits. Built with modern web technologies, it offers a responsive and intuitive interface for all your financial tracking needs.

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Key Features

Dashboard Overview

Comprehensive financial overview with interactive charts and real-time balance tracking

Transaction Management

Full CRUD capabilities with infinite scrolling powered by HTMX

Multi-Account Support

Create and manage multiple financial accounts with seamless fund transfers

Custom Categories

Organize transactions with customizable categories and visual icons

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Dashboard

The dashboard provides a comprehensive view of your financial health:
  • Interactive Charts: Visualize your net worth over time with ApexCharts
  • Summary Cards: Quick glance at income, expenses, and current balance
  • Recent Transactions: Organized in tabs for easy filtering (All/Expenses/Income)
  • Account Overview: All your accounts with current balances at a glance
The dashboard uses ApexCharts for beautiful, interactive data visualizations that help you understand your spending patterns.

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Transactions

Manage all your financial transactions with ease: 
// Transactions are stored with full relationships
$transaction = Transaction::create([
    'user_id' => auth()->id(),
    'account_id' => $accountId,
    'category_id' => $categoryId,
    'title' => 'Grocery Shopping',
    'amount' => -45.50,
    'details' => 'Weekly groceries',
    'created_at' => now(),
]);
Features include:
  • Infinite Scrolling: Seamless browsing with HTMX-powered pagination
  • Real-time Updates: Edit transactions without page reloads
  • Filtering & Sorting: Find transactions quickly with advanced filters
  • Detailed History: Track every financial movement with timestamps

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Accounts

Cashify supports multiple account management: 
// Create accounts with custom colors
$account = Account::create([
    'user_id' => auth()->id(),
    'name' => 'Checking Account',
    'balance' => 1000.00,
    'color' => 'blue',
]);
  • Multiple Accounts: Separate checking, savings, cash, and credit accounts
  • Fund Transfers: Move money between accounts with automatic transaction logging
  • Color Coding: Visual identification with customizable color badges
  • Balance Tracking: Real-time balance updates with every transaction

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Categories

Organize your finances with custom categories: 
// Categories can be income or expense types
$category = Category::create([
    'user_id' => auth()->id(),
    'name' => 'Groceries',
    'type' => 'expense',
    'color' => 'green',
    'icon' => 'shopping_cart',
]);
Features:
  • Custom Icons: Choose from a wide selection of Material Design icons
  • Color Organization: Assign colors for quick visual recognition
  • Type Classification: Separate income and expense categories
  • Metadata Filtering: Advanced icon search with configurable tags

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Technology Stack

Cashify is built with a modern, efficient technology stack:

Backend

Laravel 11 - Robust PHP framework with Breeze authenticationSQLite - Reliable, lightweight database storageLaravel Socialite - GitHub OAuth integration

Frontend

HTMX - Dynamic content without heavy JavaScriptAlpine.js - Lightweight reactive componentsTailwind CSS - Utility-first styling framework

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Key Dependencies

{
  "require": {
    "php": "^8.2",
    "laravel/framework": "^11.0",
    "laravel/breeze": "^2.0",
    "laravel/socialite": "^5.15",
    "mauricius/laravel-htmx": "^0.6.0"
  }
}

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Technical Highlights

Cashify features custom-built UI components without relying on heavy component libraries. This ensures a lightweight, fast application with full control over the user experience.
Leveraging HTMX for infinite scrolling and dynamic content updates provides a modern SPA-like experience without the complexity of a JavaScript framework.
Full support for multiple languages (English and Bulgarian) with easy extensibility for additional locales.
Mobile-first design approach ensures the application works seamlessly across all devices and screen sizes.

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Additional Features

  • GitHub Authentication: Sign in securely with your GitHub account
  • Full Localization: Built-in support for English and Bulgarian
  • Dark Mode Ready: Tailwind CSS dark mode support
  • Financial Statistics: Detailed trends and spending analysis
  • Data Visualization: ApexCharts for beautiful, interactive graphs
Cashify uses SQLite by default for easy setup. For production environments with multiple concurrent users, consider migrating to PostgreSQL or MySQL.

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Getting Started

Ready to take control of your finances? Follow these steps:
1

Installation

Set up Cashify locally by following the installation guide
2

Quickstart

Learn the basics with our quickstart tutorial
3

Explore

Start tracking your finances and gain insights into your spending habits

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Open Source

Cashify is open-source software licensed under the MIT license. Contributions are welcome!

View on GitHub

Check out the source code, report issues, or contribute to the project

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Support

Need help? Have questions? Thank you for using Cashify!

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