FinanceManagerAspNet

Finance Manager ASP.NET Version

This is a mobile-friendly ASP.NET Core MVC version of the uploaded WinForms Finance Manager.

What it keeps compatible

It reads your existing SQL Server database Finance_Manager and keeps the existing table names used by the WinForms app:

• dbo.bills
• dbo.extra_expenses
• dbo.investments
• dbo.savings
• dbo.emergency_fund
• dbo.monthly_allowance

The dashboard calculations use the same core approach:

remaining fund = monthly allowance - bills - extra expenses - investments + savings

The monthly saving target is set to £1,200, and the global goal is set to £20,000.

New optional tables

On startup/use, the repository creates small extra tables if missing:

• finance_settings for hidden/changeable settings such as interest rate
• account_balances for Lucy’s ISA, Monzo pots and future pots/accounts
• account_balance_history for update pattern/statistics
• monthly_income_stats for manual money-in and sick day tracking

These are additive and do not replace your existing data.

How to run

1. Open the folder in Visual Studio 2022.
2. Restore NuGet packages.
3. Check appsettings.json connection string.
4. Run the project.

You can also set an environment variable named FM_CONNECTION_STRING to override the connection string, matching your old app pattern.

Main features added

• Phone-friendly dashboard.
• Month navigation with left/right arrows.
• Red/green carry-over result before each month.
• £1,200 monthly saving target.
• £20,000 global goal including emergency fund and extra accounts.
• Interest forecast for emergency fund, Lucy’s ISA and Monzo pots.
• Hidden-ish advanced interest fields inside the account modal.
• Statistics page for income, sick days, account updates and goal estimates.
• One carry-over button with checklist sections for bills, investments and optional extra expenses.

Interest forecast update

The Statistics page now calculates projected balances using monthly compounding:

1. Current account balance is taken from emergency_fund and account_balances.
2. Monthly contribution is added each month.
3. Monthly interest is applied using annual rate / 12.
4. The page shows normal projected money, projected money with interest, interest earned, and the estimated goal month.

The carry-over SQL has also been simplified to avoid INSERT column/value count errors.

Latest update

This version includes:

• STONEYMINI SQL Server connection string in appsettings.json.
• Fixed carry-over SQL using INSERT ... SELECT.
• Add payment / bill dashboard flow.
• Interest forecast statistics.
• Goal forecast now adds the planned £1,200 monthly saving target into the £20,000 projection, not just the current pots and interest.

Latest update - House / Moneybox forecast

Added a Statistics page House planner with:

• Manual external total value box.
• £30,000 house goal input.
• Moneybox fund amount input.
• Moneybox interest rate input.
• Bonus input that is taken off the total needed.
• Normal remaining amount and remaining amount with Moneybox interest.
• Interest-only calculator for any custom amount/rate/months.
• The £1,200 monthly saving target is applied to the house/Moneybox forecast only and is not added into the Emergency Fund account projection.