currentz

Currentz

Currentz is a modern personal finance app. Its primary focus is cash flow: helping you see not just where your money went, but where it’s going.

✨ Features (MVP)

• ✅ Interactive CLI menu to manage finances
• ➕ Add income & expenses
• 📋 View and delete transactions
• 💰 Update your starting balance
• 🔮 Generate a 90-day cash flow forecast with ASCII chart + summary

🚀 Quickstart

1. Prerequisites

   • Go 1.21+
   • PostgreSQL 13+ (running locally)

   brew services start postgresql
   
   

2. Clone:

git clone https://github.com/jdelles/currentz.git
cd currentz

1. Local Setup

make dev-setup # Edit .env if you need to override defaults.

1. Run the application:

make run

Using the CLI

When you run the app you'll see:

💵 Personal Finance Cash Flow Forecaster

Options:

1. Add Income
2. Add Expense
3. View Transactions
4. Delete Transaction
5. Manage Recurring Transactions
6. Generate Forecast
7. Update Starting Balance
8. Exit

View Transactions:

📋 Transactions (Past 30 days → Next 30 days)

[5] 💸 Aug 31, 2025 | $ 175.00 | amazon cc
[R] 💸 Sep 06, 2025 | $ 121.00 | bday gift
[R] 💰 Sep 12, 2025 | $ 2525.00 | payday

Generate Forecast:

📊 90-Day Cash Flow Forecast

Balance Range: $350.00 to $500.00

Jan 02 │████████.......................│ $ 500.00
Jan 09 │█████..........................│ $ 350.00

🛠 Tech Stack

Go for application logic
PostgreSQL for persistence
sqlc to generate type-safe queries
goose for migrations

Project Structure

currentz/
├── cmd/
│   └── currentz/
│       └── main.go
├── internal/
│   ├── app/          # CLI / TUI layer (menus, prompts, output)
│   ├── config/       # config loading (expects DB_URL)
│   ├── database/     # sqlc-generated code (models & queries)
│   └── service/      # business logic (forecasting, helpers)
└── sql/
    ├── migrations/   # goose migrations
    └── queries/      # sqlc query files

🛤 Roadmap

• Transaction import (CSV/OFX)
• Recurring events & bills & PAYCHECKS 💰
• More forecasts & charts
• An actual UI for richer experience...