Boardwalk Finance
Rise with the Tide
A personal finance web app built for iOS Safari — budget tracking, spending alerts, analytics, and household management in a single-file progressive web app.
Features
- Dashboard — spending overview, alerts, and bill insights
- Budgeting — category budgets with real-time tracking
- Transactions — import via Excel/CSV, auto-bucketing, manual entry
- Analytics — trends, charts, and category breakdowns
- Goals — savings goals with progress tracking
- Household — multi-member management with notifications
- Settings — accent color, dark mode, data export
Tech Stack
- Vanilla JavaScript (ES5-compatible for iOS Safari)
- Chart.js 3.9.1
- XLSX 0.18.5
- localStorage for persistence
- No build step — single
index.html file
Deployment
Hosted via GitHub Pages. To deploy:
- Push
index.html to the main branch
- Enable GitHub Pages in repo Settings → Pages → Source:
main / / (root)
- App is live at
https://ctrax68-hash.github.io/Boardwalk/
Local Development
No build required. Just open index.html in a browser.
# Optional: serve locally
npx serve .
Testing
A Playwright-based smoke-test suite covers the flows most likely to
silently break: Plaid bank linking/sync/unlink and the privacy lock
screen.
npm install
npm test
See .claude/skills/verify/SKILL.md for how to drive the app manually
(local server + headless Chromium recipe, boot-timing notes) when
adding new test coverage.
iOS Notes
- Add to Home Screen for full-screen PWA experience
- All JS is ES5-compatible (no arrow functions, no template literals, no
const/let)
- File input uses
onclick pattern (not onchange) for iOS Safari compatibility
Boardwalk Finance v1.0 — Rise with the Tide
