Savings

A personal finance projection and tracking application that lets you define recurring income and expenses, manage one-time transactions, and project future account balances. Supports multiple deployment modes: web application or full-stack development with .NET Aspire orchestration.

Features

• 💰 Savings Projection — Project future account balances based on recurrent and fixed transactions
• 🔄 Recurrent Items — Manage recurring income and expenses with parent-child relationships
• 📌 Fixed Items — Track one-time transactions with category filtering
• 📜 History — View materialized transactions and compare actuals vs. projections
• 📊 Reports — Category-level spending summaries grouped by month or year
• 🎨 Theme Support — Light and dark themes
• 🖥️ Multiple Deployment Options — Web app or development with Aspire

Getting Started

Quick Start Commands

Goal	Command
Full-stack development	cd src/Savings.AppHost && dotnet run
Run API only	cd src/Savings.API && dotnet run
Run SPA only	cd src/Savings.SPA && dotnet run
Debug API in VS Code	Press F5 → "C#: Savings.API Debug"
Debug SPA in VS Code	Press F5 → "C#: Savings.SPA Debug"

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Tech Stack

Layer	Technology
Frontend	Blazor WebAssembly, Radzen Blazor
Backend	ASP.NET Core, Entity Framework Core
Database	SQLite
Orchestration	.NET Aspire 9.0.0

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Prerequisites

• .NET SDK 10

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1. .NET Aspire Orchestration

Recommended for full-stack development

The application includes .NET Aspire 9.0.0 orchestration providing:

• Unified orchestration of API and SPA
• Built-in service discovery
• Observability with OpenTelemetry
• Health checks and resilience
• Dashboard for monitoring all services

Run:

cd src/Savings.AppHost
dotnet run

Services started:

• Savings.API — ASP.NET Core Web API (dynamic port)
• Savings.SPA — Blazor WebAssembly (dynamic port)
• Aspire Dashboard — available at the URL shown in terminal output

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2. VS Code Debug Configurations

Recommended for debugging individual components

Pre-configured launch configurations in .vscode/launch.json:

Configuration	Description
C#: Savings.API Debug	Debug backend API with .NET debugger
C#: Savings.SPA Debug	Debug Blazor frontend with .NET debugger

How to use:

1. Open Run and Debug (Ctrl+Shift+D)
2. Select configuration from dropdown
3. Press F5

Ports: API runs on https://localhost:7563, SPA runs on https://localhost:7026

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3. Web Server Deployment

Recommended for production hosting

Build

# API
cd src/Savings.API
dotnet publish -c Release -o ./publish

# SPA
cd src/Savings.SPA
dotnet publish -c Release -o ./publish

Deploy

Component	Target
API	IIS, Azure App Service, Linux/Kestrel, Containers
SPA	Azure Static Web Apps, any static host, or served by API

Configuration: Update appsettings.Production.json for both API and SPA with production URLs and settings.

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Security

The application supports two authentication modes:

Mode	Use Case
API Key	Simple shared-secret authentication
Azure AD	Enterprise identity with OAuth 2.0 / JWT

API Key

Add the following to both Savings.API/appsettings.json and Savings.SPA/appsettings.json:

{
  "AuthenticationToUse": "ApiKey",
  "ApiKeys": "keyToUse"
}

Azure AD

Configure two app registrations in Azure AD — one for the API (exposing a scope SavingProjection.All) and one for the SPA (with API permission for that scope).

API (Savings.API/appsettings.json):

{
  "AuthenticationToUse": "AzureAD",
  "IdentityProvider": {
    "Authority": "https://login.microsoftonline.com/{tenantID}/",
    "Audience": "api://{apiClientID}"
  }
}

SPA (Savings.SPA/appsettings.json):

{
  "AuthenticationToUse": "AzureAD",
  "AzureAd": {
    "Authority": "https://login.microsoftonline.com/{tenantID}/",
    "ClientId": "{spaClientID}",
    "ValidateAuthority": true,
    "DefaultScope": "api://{apiClientID}/SavingProjection.All"
  }
}

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Screenshots

Savings Projection

Project your future account balances based on recurring and fixed transactions:

Light Theme

Dark Theme

Recurrent Items

Additional Views

Click to see more screenshots showing configuration, fixed items, history, reports, and dark mode views

Configuration

Configuration (Dark)

Fixed Items

Fixed Items (Dark)

History

History (Dark)

Recurrent Items (Dark)

Reports

Reports (Dark)