Case Study

MateBudget — Budgeting App

A personal budgeting platform designed for clarity: fast transaction entry, meaningful categories, analytics dashboards, and exports — built with a maintainable structure that scales cleanly.

Python Flask SQLite Analytics Exports

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Project type

Web application

Focus

Maintainable structure + analytics

Core features

Transactions • Categories • Dashboards • Exports

Delivery

Iterative builds + handover notes

The problem

Most budgeting tools fail in one of two ways: the workflow is too slow for daily use, or the system becomes hard to maintain once analytics, categories, and exports are added. The goal was a platform that feels simple to use — while keeping a clean codebase underneath.

The solution

MateBudget is a structured budgeting web app that keeps the daily flow fast: add transactions, review totals, track categories, and view analytics. The backend and data model were designed from day one to support reporting and future upgrades.

Key features

Fast transaction entry with categories and notes
Monthly overview: income, expenses, savings, and remaining balance
Analytics view for trends and category breakdown
Export-ready data (CSV/PDF ready structure)
Scalable structure: routes separated, predictable templates, clean helpers

Architecture & database

Designed to stay readable as features grow — predictable modules, consistent naming, and a relational structure built for analytics.

Modules

auth (login/session)
transactions (CRUD + filters)
dashboard (monthly totals + summaries)
analytics (charts + breakdowns)
utils (formatters, validators)

Database tables

users
accounts
transactions
categories
monthly_summary

Outcome

A budgeting system that’s simple to use daily, while staying maintainable as features expand. The structure supports future additions like recurring transactions, multi-account net worth, and deeper reporting without rewriting everything.

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