Expense Management with Dashboard Charts

This example project has two navigation groups:

• Expense
• Income

In these groups, we have Filament Resource to manage expense or income and their categories.

These resources have identical forms and tables. The table is sorted by entry date in descending order.

Here is the code for the expense and income form and table:

app/Filament/Resources/Incomes/Schemas/IncomeForm.php:

public static function configure(Schema $schema): Schema
{
    return $schema
        ->components([
            DatePicker::make('entry_date')
                ->required(),
            TextInput::make('amount')
                ->numeric()
                ->required()
                ->step('0.01'),
            Select::make('income_category_id')
                ->required()
                ->columnSpanFull()
                ->relationship('incomeCategory', 'name'),
            TextInput::make('description')
                ->columnSpanFull(),
        ]);
}

app/Filament/Resources/Incomes/Tables/IncomesTable.php:

public static function configure(Table $table): Table
{
    return $table
        ->columns([
            TextColumn::make('entry_date')
                ->date(),
            TextColumn::make('amount')
                ->money(),
            TextColumn::make('incomeCategory.name'),
        ])
        ->filters([
            TrashedFilter::make(),
        ])
        ->recordActions([
            EditAction::make(),
        ])
        ->toolbarActions([
            BulkActionGroup::make([
                DeleteBulkAction::make(),
                ForceDeleteBulkAction::make(),
                RestoreBulkAction::make(),
            ]),
        ])
        ->defaultSort('entry_date', 'desc');
}