Melrose Financial

Personal Project · Household Finance

A personal finance app built for households — track spending, manage category budgets, connect bank accounts, and watch net worth grow over time.

Platforms: iPhone · iPad
Built with: SwiftUI · Swift Charts · Claude Code
Status: In daily use
Availability: Personal use only

Melrose Financial dashboard showing budget pulse and net worth trend (sample data)

Sample data Every figure, account, and transaction shown on this page is fictional — not our real finances.

Screens

Category budgets with progress bars in Melrose Financial (sample data) — Fig. 02 · Budget
Category budgets with live progress and over/under tracking.

Connected and manual accounts in Melrose Financial (sample data) — Fig. 03 · Accounts
Connected bank accounts and manual assets, side by side.

Capabilities

Net Worth

Track assets and liabilities with monthly snapshots, so you can watch progress compound over time.

Budgets

Set income, expense, and savings budgets by category. Monthly overrides keep things flexible when life happens.

Accounts

Link checking, savings, and investment accounts directly — balances stay current automatically. Manual accounts cover whatever isn't supported.

Transactions

Aggregate spending across every account in one view, with category filtering and a running cash-flow summary.

About

Melrose Financial is a personal project I built for my wife and me. After years of juggling spreadsheets and disconnected finance tools, I made a single app to replace all of it.

Now we have a shared household view of the whole picture — tailored exactly to how we manage our money. It's not on the App Store; it's just ours. 🙃

Stack

Built entirely in SwiftUI, targeting iOS and macOS, with Swift Charts for the visualizations.

Real-time sync keeps both our devices in lockstep, so the numbers are always the same no matter who's looking.