admin/homelab
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Merge pull request #4 from GoncaloRodri/docs/add-ui-improvements-plan

Browse Source 
add plan
This commit is contained in:
Gonçalo Rodrigues 2026-06-13 13:21:30 +01:00 committed by GitHub
commit c0569a235e
1 changed files with 16 additions and 3 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

19
README.md
View File

@ -26,12 +26,25 @@ A self-hosted personal finance dashboard running on k3s. Tracks transactions, bu
The main goal is to evolve from a **ledger** (records what happened) into a **financial co-pilot** (tells you what to do next, based on where you want to end up). The main goal is to evolve from a **ledger** (records what happened) into a **financial co-pilot** (tells you what to do next, based on where you want to end up).
### Phase 1 — Disposable income number *(next)* ### Phase 1 — Dashboard redesign + disposable income number *(next)*
A single, always-visible number: **"You have €X to spend freely this month."** Replace the current information-dense dashboard with a focused layout that immediately answers the questions that matter:
Calculated as: `Income − fixed expenses − goal contributions − category budgets` **Hero block — "Available to spend until payday"**
- A single, always-visible number calculated as: `Income − fixed expenses − goal contributions − category budgets`
- Month-progress bar showing how much of the disposable budget has been used
**3 diagnostic cards**
- *Bank balance should be* — exact breakdown: rent + bills + subscriptions + investments + safety buffer = minimum recommended balance right now
- *Savings rate* — % of income saved, with month-over-month delta
- *Portfolio today* — total market value and today's change
**Supporting panels (below the fold)**
- *Stocks at a glance* — per-ETF value and P&L, without navigating to the full portfolio page
- *Budget health* — thin progress bars per category, highlighted when near or over limit
- *Recent activity* — last 4–5 transactions with colored category dots
**Underlying data work**
- Auto-detect fixed/recurring expenses from transaction history (rent, subscriptions, utilities) - Auto-detect fixed/recurring expenses from transaction history (rent, subscriptions, utilities)
- Separate fixed costs from variable spend so budgets only cover what you can actually control - Separate fixed costs from variable spend so budgets only cover what you can actually control
- Savings rate trend (% of income saved each month) - Savings rate trend (% of income saved each month)