Remote database first
The remote database is the source of truth and centralizes financial data persistence.
Product case study · 2026
Financial Organizer
A connected experience that turns the complexity of family finances into context for better decisions.
React · TypeScript · AWS · Remote-firstAugust 2026 · base scenarioYour month, in balance
R$ 2,480.00 above your minimum target.
ReceivedR$ 8.750,00R$ 4,200.00 expected
Still to payR$ 5.320,00R$ 7,850.00 planned
Expected month-end balanceR$ 14.910,00↗ base scenario
Local cacheFaster reads with IndexedDB
01
The problem wasn't tracking expenses.
It was understanding how each decision affects the whole. Accounts, cards, debt, goals, and investments are often treated as isolated balances — creating duplicates and hiding future commitments.
02
One connected financial view.
The product separates cash flow from asset movements, planned from actual, and reality from simulation. A card purchase is never counted twice, and an investment is not mistaken for spending.
The product in use
01dashboard.webpAdd screenshots to public/projects/financial-organizer using the indicated filenames.
02planning.webpAdd screenshots to public/projects/financial-organizer using the indicated filenames.
03projections.webpAdd screenshots to public/projects/financial-organizer using the indicated filenames.
04accounts.webpAdd screenshots to public/projects/financial-organizer using the indicated filenames.
05cards.webpAdd screenshots to public/projects/financial-organizer using the indicated filenames.
06investments.webpAdd screenshots to public/projects/financial-organizer using the indicated filenames.
07entries.webpAdd screenshots to public/projects/financial-organizer using the indicated filenames.
08goals.webpAdd screenshots to public/projects/financial-organizer using the indicated filenames.
Engineering decisions
Smart local cache
IndexedDB and Dexie reduce latency, prevent repeated reads, and keep navigation responsive.
Isolated rules
Pure functions model projections, recurrence, cards, investments, and financial health.
Serverless backend
API Gateway, Lambda, DynamoDB, Cognito, CloudWatch, and SAM infrastructure.
One codebase, three experiences
React and TypeScript on the web, as a PWA, and on Android through Capacitor.
Privacy & consistency
User data stays isolated while a remote source of truth keeps information consistent across devices.
How the system connects
React + TypeScript→IndexedDB cache⇄API Gateway→DynamoDB · source of truth
The outcome
A system that does more than count what already happened. It projects scenarios, protects reserves, exposes risk, and lets people experiment with decisions without contaminating real data.
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