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Folio

A personal income and expense tracker with AI chat built in — ask questions about your own money in plain language.

Folio interface
Stack React · Vite · TypeScript · Recharts

A personal finance tracker that treats your numbers as something you can have a conversation with. Log income and expenses, see them charted, then ask the built-in AI chat plain-language questions — where the money went, what changed month to month — and get an answer grounded in your own data.

Built as a progressive web app, so it installs to the home screen on desktop or iPhone and behaves like a native app. Data lives in Postgres with row-level security, and importing a year of history from a spreadsheet is a drag-and-drop away — it auto-detects the date, amount, and category columns and shows a preview before importing the data.

The project is now complete, with a focus on making financial tracking more accessible and turning everyday transaction data into meaningful insights through AI.

See it in action

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