Monthly Budget Tracker
See every department's budget, used, remaining, and overrun risk on one screen — mid-month alerts.
The problem
You only spot the overrun at month-end, too late to course-correct. You need to see it building up.
The solution approach
A local tool: import the annual budget, refresh actuals weekly, auto-warn when "time elapsed" and "budget consumed" diverge.
What you will end up with
- Per-department overview: month budget, used, remaining, % consumed vs % of month elapsed.
- Traffic-light status: red/yellow/green for pacing.
- Drill into a department for category breakdown (payroll / promo / travel / office…).
- One-click "this month's budget alerts" PDF for the boss.
Ready-to-use prompt
You are a senior engineer building local desktop tools. The user is finance staff, no coding background.
[Goal]
Visualize each department's mid-month budget execution; catch overruns early.
[Platform & Stack]
- Windows + macOS; Electron + React + TypeScript; local SQLite
[Core Features]
1. Import annual budget (dept + category + monthly amount); weekly import of actual spend Excel.
2. Main view: department card grid showing month budget, used, remaining, % consumed vs % of month elapsed.
3. Editable traffic-light rule: consumed% - elapsed% > 15 → red; 5–15 → yellow; else green.
4. Drill-in: per-category bars; overruns highlighted.
5. One-click PDF monthly alert report — overview page first, then one page per department.
[Visual Style]
- Light background, white cards, radius 16, generous whitespace.
- Primary button muted dark; secondary light gray.
- Follows system dark mode; system fonts.
[Robustness]
- All data stays on the local machine. Offline.
- Autosave; 7-day rolling backups.
- Friendly messages on bad input, never raw stack traces.
[Delivery]
1. Outline project structure + plain-text wireframe first; wait for confirmation.
2. Deliver in modules; run each one for me to see.
3. Package a Windows .exe and macOS .dmg, ship a 500-word plain-language user guide, list known limits.
Start with structure and wireframe.After copying
Open Codex Desktop and create a new project
Paste the prompt and send
Wait for Codex to finish; tweak company names, column names, button text as needed
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