IIMU Financial Analysis Tool — React Native v2

A premium, mobile-native double-entry bookkeeping engine with real-time analytics and AI-powered business advisory. Built with React Native 0.84 + TypeScript.

Features

📊 Transaction Management

• Multi-account transaction entry with classification dropdowns
• Asset / Liability / Equity classification with sub-categories
• Line-item categorization (Inventory, Trade Receivables, Cash, PPE, etc.)
• Edit and delete existing transactions
• Accounting equation validation (Assets = Liabilities + Equity)

📄 Financial Statements

• Income Statement (P&L) — Revenue, Expenses, Profit Before/After Tax
• Balance Sheet — Current/Non-Current Assets, Liabilities, Capital, Retained Earnings
• Automatic equation balance checking with visual indicators

📈 Financial Analysis

• SVG Ratio Gauges — Current Ratio, Debt-to-Equity, ROA, ROE
• Health analysis cards (Liquidity, Leverage, Asset Turnover)
• Color-coded thresholds (green/yellow/red)

🤖 AI Business Advisor

• Chat-based financial Q&A interface
• Rule-based analysis for cash, profit, debt, assets, revenue, expenses, ratios
• Quick-action buttons: Analyze Health, Funding Options, Growth Opportunities
• Simulated AI strategic analysis

🎨 Premium Design

• Dark theme with gold accents
• Card-based layouts with subtle shadows
• Smooth navigation with bottom tabs
• Consistent design system (colors, spacing, typography)

Tech Stack

Technology	Purpose
React Native 0.84	Mobile framework
TypeScript	Type safety
React Navigation	Tab + Stack navigation
AsyncStorage	Local data persistence
react-native-svg	SVG ratio gauges
react-native-gesture-handler	Touch interactions

Project Structure

src/
├── context/
│   └── AppContext.tsx          # Global state (transactions CRUD)
├── navigation/
│   └── AppNavigator.tsx        # Tab + Stack navigation
├── screens/
│   ├── HomeScreen.tsx           # Dashboard + quick stats
│   ├── TransactionEntryScreen.tsx # Multi-account form
│   ├── TransactionListScreen.tsx  # View/edit/delete
│   ├── ReportsScreen.tsx         # P&L + Balance Sheet + Ratios
│   └── AiAdvisorScreen.tsx       # Chat interface
├── services/
│   └── storage.ts              # AsyncStorage persistence
├── utils/
│   ├── financial.ts            # P&L, BS, metrics calculations
│   └── advisor.ts              # AI advisor logic
├── types.ts                    # TypeScript interfaces
└── theme.ts                    # Design system tokens

Getting Started

Prerequisites

• Node.js >= 22.11.0
• React Native CLI
• Android Studio (for Android) or Xcode (for iOS)

Installation

npm install

Run on Android

npm run android

Run on iOS

cd ios && bundle install && bundle exec pod install && cd ..
npm run ios

Classification System

Type	Sub-Classifications
Asset	Current Assets, Non-Current Assets
Liability	Current Liabilities, Non-Current Liabilities
Equity	Capital, Retained Earnings, Incomes, Expenses

Related Projects

• v0 (Python/Streamlit) — Original desktop version
• v1 (Vite/React Web) — Web version with Supabase cloud sync
• v2 (React Native) — This mobile app

License

Private — IIMU Internal Use