improvements.md

Budget Buddy Planned Improvements

Performance Optimizations

Component Rendering Optimization

• Implement React.memo() for static components:
  • BudgetProgressMini
  • CategoryBreakdown
  • TransactionList
  • AccountManager
  • DateRangeFilter

Data Handling Improvements

• Add pagination for transaction lists

  • Implement server-side pagination
  • Add page size selection (10, 25, 50 items)
  • Add page navigation controls

• Implement virtual scrolling for large datasets

  • Add React Virtual for transaction history
  • Implement infinite scroll for continuous loading
  • Add scroll position restoration

Loading States

• Add loading skeletons for:
  • Dashboard components
  • Transaction list
  • Budget progress bars
  • Account balance cards
  • Category breakdown

Feature Enhancements

Data Export

• Add CSV export functionality

  • Transaction history
  • Budget reports
  • Account statements
  • Category summaries

• Add PDF export functionality

  • Monthly financial reports
  • Budget summaries
  • Transaction statements
  • Annual financial overview

Transaction Management

• Implement recurring transactions

  • Daily transactions
  • Weekly transactions
  • Monthly transactions
  • Custom interval transactions
  • End date or occurrence limit

• Add receipt management

  • Image upload for receipts
  • OCR for receipt data extraction
  • Receipt storage and organization
  • Receipt attachment to transactions

• Enhanced transaction search

  • Advanced filters
  • Date range search
  • Amount range search
  • Category filtering
  • Full-text search
  • Tag-based search

Financial Planning

• Bill reminders and notifications

  • Due date notifications
  • Payment reminders
  • Overdue alerts
  • Custom notification settings

• Financial goals tracking

  • Goal setting interface
  • Progress tracking
  • Timeline visualization
  • Achievement celebrations
  • Goal categories (savings, debt, investment)

Currency Support

• Multi-currency functionality
  • Currency conversion
  • Exchange rate updates
  • Base currency selection
  • Currency-specific reporting
  • Multi-currency accounts

Implementation Priority

Phase 1 - Core Performance

1. Loading skeletons
2. React.memo() implementation
3. Basic pagination

Phase 2 - Essential Features

1. Transaction search
2. CSV export
3. Recurring transactions
4. Bill reminders

Phase 3 - Advanced Features

1. Receipt management
2. Financial goals
3. Multi-currency support
4. PDF reports

Phase 4 - Optimization

1. Virtual scrolling
2. Advanced search features
3. Enhanced reporting
4. Performance monitoring