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feat: Multi-account Dashboard and Data Export (CSV/JSON)#918

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ViVaLaDaniel wants to merge 1 commit intorohitdash08:mainfrom
ViVaLaDaniel:feat/multi-account
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feat: Multi-account Dashboard and Data Export (CSV/JSON)#918
ViVaLaDaniel wants to merge 1 commit intorohitdash08:mainfrom
ViVaLaDaniel:feat/multi-account

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Summary

This PR implements two major feature requests: Multi-account management (#132) and Data Export capabilities (#589).

Changes

🏦 Multi-account Management (#132)

  • Backend: Added FinancialAccount model with AccountType (Bank, Cash, Credit Card, Investment).
  • Backend API: Implemented full CRUD routes for financial accounts.
  • Backend Data: Updated Expense, Bill, and RecurringExpense to optionally reference a specific account.
  • Frontend: Created useAccounts hook and API client.
  • Dashboard: Integrated an "Accounts" overview section that shows real-time balances for all user accounts.

📥 Data Export (#589)

  • Frontend: Added "Export" section to the Expenses page.
  • Format Support: Implemented client-side generation and download for both CSV and JSON formats.
  • Context: Exports are based on currently loaded expense data, respecting active filters.

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