A personal finance app for tracking income and expenses, understanding spending patterns, and staying on top of your finances.
Requirements: iOS 26+
- Dashboard — total balance, income/expense summary for the current pay cycle, and recent transactions
- Activity — full transaction list with grouped history, live search with type/date/amount filters, and swipe-to-delete with undo
- Insights — health score, spending forecast, goal pockets, habit insights, category trends and charts
- Categories — customizable categories with icons and colors
- Add / Edit transactions — quick entry sheet with category, amount, date, and notes
- Import / Export — CSV and Excel import with column & category mapping; CSV/Excel export
- Security — Face ID / Touch ID and PIN lock; PIN-confirmed delete-all-data
- Profile — pay cycle configuration and personal info
| Dashboard | Activity | Insights | Add transaction |
|---|---|---|---|
 |
 |
 |
 |
Dark mode and the iPad sidebar layout are in docs/screenshots/.
Regenerate the whole set with scripts/screenshots (add --ipad for the iPad pass).
| Layer | Technology |
|---|---|
| Language | Swift 6 |
| UI | SwiftUI |
| Persistence | SwiftData |
| Architecture | MVVM |
| Tests | Swift Testing |
- iCloud sync
- Budgeting / spending limits
- Recurring transactions
- Home-screen widgets
Open PersonalFinanceTraker/PersonalFinanceTraker.xcodeproj in Xcode. Build and run on a simulator or device running iOS 26+.
To install a separate testing copy alongside your personal app, select the PersonalFinanceTraker-TEST scheme. See TEST app setup and performance fixture.
Note: The project directory is spelled
PersonalFinanceTraker(one 'c') — this is a known typo carried throughout the Xcode project.