FinTrack - Personal Finance Management System

A modern personal finance management application with transaction tracking, budgeting, and financial insights

Features

💰 Transaction Management

• Record and categorize income and expenses
• Smart transaction categorization
• Real-time transaction tracking
• Search and filter capabilities

📊 Budget Management

• Create monthly, weekly budgets
• Visual budget progress tracking
• Budget alerts and notifications
• Category-based spending limits

🔔 Smart Alerts

• Budget limit notifications
• Unusual spending detection
• Monthly financial reports
• Customizable alert preferences

📈 Financial Analytics

• Spending pattern analysis
• Category-wise expense breakdown
• Income vs expense trends
• Financial health insights

🌍 Localization

• Indian Rupee (INR) currency support
• Indian number formatting (1,23,45,678.90)
• Regional date formats (DD/MM/YYYY)
• Multi-language support

Technology Stack

Backend:

• Python 3.10+ with FastAPI
• PostgreSQL database
• SQLAlchemy ORM
• JWT authentication
• Alembic migrations

Frontend:

• React 18+ with TypeScript
• Vite build tool
• Tailwind CSS styling
• TanStack Query for state management
• Chart.js for data visualization

Quick Start

Prerequisites

• Python 3.10+
• Node.js 18+
• PostgreSQL 13+

Backend Setup

1. Setup environment

python -m venv venv
source venv/bin/activate  # Windows: venv\Scripts\activate
pip install -r requirements.txt

2. Configure database

# Create PostgreSQL database
sudo -u postgres psql
CREATE DATABASE fintrack;
CREATE USER finuser WITH PASSWORD 'Fintrack123';
GRANT ALL PRIVILEGES ON DATABASE fintrack TO finuser;
\q

3. Setup environment variables

# Create .env file with your own values
DATABASE_URL=postgresql://finuser:Fintrack123@localhost:5432/fintrack
SECRET_KEY=your-secret-key-here
ALGORITHM=HS256
ACCESS_TOKEN_EXPIRE_MINUTES=30

4. Initialize database and start server

python init_db.py
alembic upgrade head
uvicorn main:app --host 0.0.0.0 --port 8000 --reload

Frontend Setup

1. Install dependencies

cd frontend
npm install

2. Configure environment

# Create .env file with your own values
VITE_API_BASE_URL=http://localhost:8000

3. Start development server

npm run dev

Access Application

• Frontend: http://localhost:3000
• Backend API: http://localhost:8000
• API Documentation: http://localhost:8000/docs

Default Login

Email: admin@example.com
Password: admin123

Project Structure

fintrack2/
├── app/                    # Backend application
│   ├── api/               # REST API endpoints
│   ├── core/              # Core configuration
│   ├── crud/              # Database operations
│   ├── models/            # Database models
│   ├── schemas/           # Data validation
│   └── services/          # Business logic
├── frontend/              # React frontend
│   └── src/
│       ├── components/    # UI components
│       ├── pages/         # Page components
│       ├── contexts/      # React contexts
│       └── lib/           # API client
├── tests/                 # Backend tests
├── alembic/               # Database migrations
└── requirements.txt       # Python dependencies

API Endpoints

Authentication

• POST /auth/login - User login
• GET /users/me - Current user profile

Transactions

• GET /transactions/ - List transactions
• POST /transactions/ - Create transaction
• PUT /transactions/{id} - Update transaction
• DELETE /transactions/{id} - Delete transaction

Budgets

• GET /budgets/ - List budgets
• POST /budgets/ - Create budget
• PUT /budgets/{id} - Update budget
• DELETE /budgets/{id} - Delete budget

Categories

• GET /categories/ - List categories
• POST /categories/ - Create category
• PUT /categories/{id} - Update category
• DELETE /categories/{id} - Delete category

Testing

Backend

pytest
pytest --cov=app  # With coverage

Frontend

cd frontend
npm run test
npm run build  # Production build

Production Deployment

Backend

# Set production environment
export DATABASE_URL=postgresql://user:password@localhost:5432/fintrack_prod
export SECRET_KEY=production-secret-key

# Run migrations
alembic upgrade head

# Start with Gunicorn
gunicorn -w 4 -k uvicorn.workers.UvicornWorker main:app --bind 0.0.0.0:8000

Frontend

cd frontend
npm run build
# Deploy 'dist' folder to web server