Case Study – Budget Calculator

A Complete Tool for Financial Control

0 % Client-Side
0 Features
0 Themes

Overview

The Personal Budget Calculator is a complete, responsive, and client-side web application designed to help users manage their personal finances. The solution offers an intuitive interface for tracking income and expenses, visual feedback through dynamic charts, and the ability to export a summary to PDF, all running directly in the browser without needing a backend.

Dynamic Charts
PDF Export
Local Storage

Objective

The primary objective was to develop a tool that demystifies personal finance management. The goal was to empower users with a clear and immediate understanding of their financial standing, moving beyond simple data entry to provide actionable insights through the following key principles:

Instant Feedback

Providing real-time calculations of expenses and balance.

High Customization

Allowing users to add, edit, and categorize their own expenses.

Visual Experience

Offering a clean UI with a dynamic chart and dark/light themes.

Independence

Creating a 100% client-side tool, ensuring user privacy and offline functionality.

Portability

Enabling users to export their budget summary to a shareable PDF file.

Full Responsiveness

Ensuring a seamless and consistent experience on all devices, from desktops to mobile phones.

Challenges

Real-time Calculations

Ensuring all values (totals, balance, percentages) update instantly and accurately as the user types.

Dynamic UI

Programming the dynamic addition, removal, and editing of expense items without reloading the page.

Chart Visualization

Integrating and dynamically updating a chart to reflect expense distribution correctly.

Client-Side PDF Generation

Creating a professional-looking PDF report using only JavaScript libraries.

State Management

Persisting user data (income, expenses, theme) using `localStorage` so information isn't lost on refresh.

Main Features

Income & Expenses

Input monthly income and a dynamic list of expenses.

Full Customization

Users can set custom names, values, colors, and frequencies.

Live Pie Chart

Expense distribution is shown in a pie chart that updates in real-time.

PDF Export

Generate a clean, printable PDF summary of the budget.

Dark/Light Mode

A theme toggle for user comfort and preference.

Data Persistence

The application saves your data locally in your browser.

Category Modal

An advanced modal with suggestions and a form to create new categories.

Smart Insights

The app provides contextual messages based on the user's balance.

Project Screenshots

Technologies Used

TechnologyUsage
HTML5Semantic structure for the application.
CSS3 (Flex/Grid)Responsive layout, modern styling, and theming (dark/light mode).
JavaScript (ES6+)Core application logic, DOM manipulation, and interactivity.
Chart.jsTo create and update the dynamic pie chart for expense visualization.
jsPDFClient-side generation of the final budget report in PDF format.
localStorage APITo persist user data (income, expenses, theme) in the browser.
Font AwesomeThematic and intuitive icons for the user interface.
Google FontsClean and modern typography for better readability.

Results

Complete Tool

A fully functional and navigable application from start to finish.

Fully Responsive

A seamless experience on desktops, tablets, and mobile devices.

Intuitive UX

An easy-to-use interface that provides immediate and clear feedback.

PDF System

A robust system for generating PDF reports directly from the browser.

Privacy-Focused

All data is processed and stored on the client-side, ensuring user privacy.

Modular Code

Organized and well-commented code that is easy to maintain and expand.

My Role in the Project

I was responsible for the entire design and development lifecycle:

Design & UI/UX

Creation of the visual identity, layout, and user experience.

Frontend Development

Implementation of the responsive layout with HTML and CSS.

Programming & Logic

Complete JavaScript programming for all features and interactivity.

Testing & QA

Cross-browser and multi-device testing to ensure functionality.

Code Privacy

🔒 This project is a key part of my personal portfolio and was developed from scratch.

As it is an original and complete application, the source code is kept private to maintain its uniqueness.

If you have technical interest, I would be happy to explain its architecture and workings in detail during a call or interview.