finsight ⟶ net-worth snapshots
FinSight
in developmentA monthly net-worth snapshot tracker — record balances once a month and watch the trend.
Tech stack: Next.js, Supabase, TypeScript, Recharts
summary
FinSight replaces the net-worth spreadsheet with a focused web app. There are no transactions and no cash-flow tracking — just a monthly snapshot of your balances across accounts, and the trends that fall out of it.
The data model is deliberately small: accounts plus monthly snapshots, with a natural-key scheme that keeps entries unambiguous. A single batch form enters every account for the month and auto-calculates deltas as you type, and a CSV import can seed a month from a spreadsheet, auto-creating accounts as needed.
It is in active development, built on Next.js 15 and Supabase. The repository is private for now.
features
Monthly snapshots
Records balances across accounts once a month — no transactions, no cash flow, just the trend that matters.
Batch entry
A single form enters every account for the month and auto-calculates deltas as you type.
Account catalog
Organize accounts by category with a natural-key model that keeps entries unambiguous.
Trends and history
Per-account trend drill-downs and a month-by-account matrix over time.
CSV import
Seed a month of balances from a spreadsheet, auto-creating accounts as needed.
Recorded-only accuracy
Net worth excludes stale accounts, so the numbers reflect what you actually recorded.
architecture
Next.js 15 App Router with Supabase (Postgres + auth + RLS). The schema is accounts plus monthly_snapshots with natural-key uniqueness; server actions handle CRUD and CSV import; net-worth series are computed recorded-only to exclude stale accounts.
changelog
- Feature: Google OAuth sign-in on the local Supabase stack.
- Fix: Signup confirmation message no longer renders as an error.
- Improvement: "Refined Slate" visual redesign: logomark, coherent category colors, and larger tabular hero figures.
- Feature: Recorded-only net-worth series that excludes stale accounts.
- Feature: Natural-key CSV import that auto-creates accounts, plus a per-account trend drill-down and a month-by-account history matrix.
- Feature: Initial build: pivoted to an accounts-plus-monthly-snapshots model with batch monthly entry and a dashboard.