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Walkthrough

A look inside OurBudget

Screens from the Expo web build running locally against OurBudget's own deterministic demo dataset, which is generated by the same demo connector the tests use.

OurBudget

1. 01The month at a glanceSpending against budget, net worth, transactions waiting for review, top categories and the next two weeks of bills, all on one screen.
2. 02Transactions, three panesEvery transaction grouped by day with its account and category. Pick one to categorise it, tag it, mark it reviewed or link it to a recurring bill.
3. 03Accounts and net worthNet worth over time, accounts grouped by type, and per-account history. Bank and brokerage connections live here, read-only by design.
4. 04InvestmentsBalances, holdings and the day's movers across investment accounts, with each account's own chart.
5. 05Budgets by categorySpending against each category's budget, with subcategories and month-by-month history for the one you open.
6. 06Recurring billsSubscriptions and bills detected from matching rules, with what's left to pay this month, overdue items and each bill's history.

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Every account, merchant and amount here comes from the generated demo dataset. No real bank or brokerage data is shown.

1. 01 Problem

   Most budgeting apps are built for the US, and the good ones hide your data behind a single aggregator. Canadians end up juggling spreadsheets and bank apps to see budgets, bills and investments in one place.

2. 02 Approach

   One app for budgets, accounts, transactions, investments and recurring bills, built on a provider-agnostic data model so account connections can be swapped or added without touching the core money logic.

3. 03 Implementation

   A strict TypeScript monorepo (pnpm) with PostgreSQL row-level security, Drizzle migrations and Decimal-based money math kept in its own package. Every account connector implements one shared contract and passes the same test suite, starting with a deterministic demo connector. Supabase Auth, then Plaid and SnapTrade in sandbox, with an Expo app for mobile and web.