Spendly
February 14, 2026 - April 8, 2026
SalesforceLightning Web ComponentsApexDashboardData TableCharts
Spendly
Spendly is a Salesforce Lightning Web Components app for managing personal expenses through a simple data model: Spending__c to Category__c to Expense__c.
The app combines a dashboard-style UI with reactive filters, summary cards, charts, a datatable, and an accessible modal workflow for creating and editing expenses.
Key features
- Expense management workflow Create, edit, duplicate, delete, and bulk delete expenses from a single Lightning app experience.
- Reactive filtering and search Filter by spending, category, and date range while searching across expense name, category, bank, and transaction type.
- Dashboard summaries Surface total spent, average expense, top category, and top bank from the currently filtered dataset.
- Chart-driven insights Visualize category totals, bank breakdowns, and monthly spending trends directly in the app.
- Datatable usability Support sorting, infinite loading, column visibility controls, and row-level actions for faster review workflows.
- Export and print support Generate CSV exports and open a print or PDF-friendly report view from the interface.
- Accessible modal patterns Use focus trapping, Escape-to-close, scroll locking, and focus restoration for cleaner keyboard interaction.
- Apex-backed data flows Load filtered expenses, category options, monthly trend aggregates, and delete actions through a dedicated controller.
From an implementation standpoint, Spendly includes Apex controller logic, Lightning Web Components for the dashboard and modal flows, custom objects for the finance data model, and deployment support for replacing older TrackSpend metadata with the renamed Spendly app.