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Last updated Nov 4, 2025
66% complete

This milestone delivers the first foundation of HomeBook’s finance management module. It introduces the ability to manage incomes and expenses (both recurring and one-time), plan monthly budgets, and provide an overview with forecasts for the upcoming months.

Scope
• Manage recurring and one-time incomes (e.g., salary, rent).
• Manage recurring and one-time expenses (e.g., rent, subscriptions, purchases).
• Create and maintain monthly budgets with category-based tracking.
• Provide an overview dashboard with current balance and budget status.
• Implement a forecast for at least the next 3 months based on recurring entries.
• Persist all data via EF Core and the configured database.
• Deliver a basic UI using MudBlazor (Material Design).

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