Sanitised project evidence · Private household finance platform
Family Budget
Household finance tasks can be reviewed and acted on from one role-aware workspace instead of several disconnected records.
Context
For whom
Designed for households that need a shared but private way to coordinate day-to-day financial administration.
- A current view of transactions, budgets, bills and savings goals
- Clear roles for household owners, managers and viewers
- English and Spanish access to the same workflow
The starting point
Why it was needed
Planning, transaction review, recurring commitments and imported records were separate tasks, making it harder to see what required attention.
- Repeated review across separate records
- No single view of current commitments and goals
- Imported transactions needed a deliberate review step before becoming records
What changed
The solution
Eleva shaped the work into one household finance workflow with controlled access and deliberate review points.
- Dashboard summaries for current priorities
- Accounts, categories, transactions, budgets, bills and savings goals
- Preview, validation and duplicate detection before import commit
- Bilingual navigation and financial reporting
Workflow comparison
Before and after
Before
- Financial tasks were reviewed in separate places.
- Import checks and duplicate decisions relied on manual care.
- The current household position took more effort to assemble.
After
- One workspace connects planning, review and reporting.
- Imports pass through a visible preview and validation step.
- Household roles and row-level controls protect private records.
Evidence in context
Project walkthrough
01 · Household overview
The sanitised public preview shows how the main financial signals and next action can be brought into one opening view.
02 · Monthly snapshot
Income, expenses, open bills and cashflow are grouped to support a quick monthly review.
03 · Budget and transaction capabilities
The preview identifies the connected budget-control and transaction-history workflows without exposing private records.
04 · Bills, goals and import review
Recurring commitments, savings goals and staged CSV review are treated as parts of the same household routine.
Fit before fashion
Technology and why
Next.js
- Requirement
- A responsive operational workspace with protected server boundaries
- Why it fit
- The App Router supports server-rendered screens and focused route or action boundaries around finance workflows.
- Resulting benefit
- A maintainable application shell with less sensitive work in the browser.
Supabase
- Requirement
- Private relational household data with role-aware access
- Why it fit
- Authentication, PostgreSQL relationships and row-level security fit the household ownership model.
- Resulting benefit
- Household records remain scoped to authorised members.
TypeScript
- Requirement
- Consistent contracts for money, imports and workflow state
- Why it fit
- Strict types make financial and validation boundaries explicit across the application.
- Resulting benefit
- Fewer ambiguous data shapes in high-care financial workflows.
next-intl
- Requirement
- Equivalent English and Spanish experiences
- Why it fit
- Route-aware translations keep both languages aligned within the same product structure.
- Resulting benefit
- Household members can use a consistent workflow in their preferred language.
Vitest
- Requirement
- Repeatable checks for finance rules, imports and access guards
- Why it fit
- Focused automated tests verify high-risk transformations and route behaviour.
- Resulting benefit
- Changes can be checked against the rules the workflow depends on.
Sanitised project evidence
Security and privacy
The application is private. These images come from its public synthetic preview and expose no account, person or production record.
- Household membership and role checks
- Supabase row-level security for private finance records
- Server-only handling of privileged access
- Synthetic public screenshots
Outcome
One clearer household finance routine
The system creates one structured place to review the household position, validate new records and decide what needs attention next.
- Shared visibility without making records public
- Staged import review
- Connected planning and reporting
A similar process?
Start with the work that needs to become clearer
If Family Budget reflects a workflow your team is managing through spreadsheets, email or repeated follow-up, describe the process. No technical brief is required.
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