MoneyTracker - Personal Finance Management

A personal finance management application for tracking wallets, transactions, and categories.

🚦 Quick Start

Docker (development)

# Dev stack (auto-includes docker-compose.override.yml)
docker compose up -d --build

Docker (production-like)

# Base compose only (prod-like)
docker compose -f docker-compose.yml up -d --build

Local backend + Docker Postgres

# Start Postgres only (option A)
docker compose up -d --build postgres

# Start Postgres only (option B, use 5433 to avoid conflicts)
docker run --name moneytracker-db \
  -e POSTGRES_DB=moneytracker \
  -e POSTGRES_USER=moneytracker \
  -e POSTGRES_PASSWORD=localdev123 \
  -p 5433:5432 \
  -d postgres:16-alpine

# Run backend (CLI)
cd backend
./mvnw spring-boot:run

If you use the 5433 mapping above, set:

SPRING_DATASOURCE_URL=jdbc:postgresql://localhost:5433/moneytracker
SPRING_DATASOURCE_USERNAME=moneytracker
SPRING_DATASOURCE_PASSWORD=localdev123

You can also run the backend from IntelliJ using the Spring Boot run configuration.

Local frontend

cd web
npm install
npm run dev

See web/.env.example for API mode switches (mock/api/hybrid).

🎯 Project Overview

MoneyTracker is a modern full-stack web app designed to help users track finances with a clear dashboard, wallet categories, and transaction history.

🚀 Current Phase: MVP (Budgeting Core)

Features

Transaction Management

• Record income and expenses
• Track transactions per wallet
• Date filtering and balance summaries

Categories & Organization

• System categories (income/expense)
• Custom categories
• Category-based breakdowns

Wallets

• Wallet groups by category
• Favorites and ordering
• Category-specific wallet views

Dashboard

• Summary metrics
• Net worth history
• Recent activity

🛠️ Tech Stack

Backend

• Framework: Java 25 + Spring Boot 4.0.1
• Database: PostgreSQL
• ORM: Spring Data JPA / Hibernate
• Security: Spring Security + JWT
• Migrations: Flyway
• Build Tool: Maven

Frontend

• Framework: React 19 with TypeScript
• State Management: Redux Toolkit
• UI Components: MUI 7
• Router: React Router 7
• HTTP Client: Axios
• Build Tool: Vite (rolldown-vite)

DevOps & Tools

• Containerization: Docker & Docker Compose
• Testing: JUnit 5, Mockito, React Testing Library

📁 Project Structure

MoneyTracker/
├── backend/                    # Spring Boot application
│   ├── src/
│   │   ├── main/
│   │   │   ├── java/
│   │   │   │   └── com/moneytracker/
│   │   │   │       ├── config/         # Configuration classes
│   │   │   │       ├── controller/     # REST controllers
│   │   │   │       ├── dto/            # Data Transfer Objects
│   │   │   │       ├── entity/         # JPA entities
│   │   │   │       ├── exception/      # Custom exceptions
│   │   │   │       ├── mapper/         # Entity-DTO mappers
│   │   │   │       ├── repository/     # Data repositories
│   │   │   │       ├── security/       # Security configuration
│   │   │   │       └── service/        # Business logic
│   │   │   └── resources/
│   │   │       ├── db/migration/       # Flyway migrations
│   │   │       └── application.yml
│   │   └── test/
│   └── pom.xml
├── web/                        # React application
│   ├── src/
│   │   ├── components/         # Reusable UI components
│   │   ├── features/           # Feature-based modules
│   │   ├── hooks/              # Custom React hooks
│   │   ├── pages/              # Page components
│   │   ├── api/                # API services
│   │   ├── store/              # Redux store configuration
│   │   ├── types/              # TypeScript type definitions
│   │   └── utils/              # Utility functions
│   ├── package.json
│   │   └── vite.config.ts
├── Documents/                  # Project documentation
├── docker-compose.yml
├── docker-compose.override.yml
└── README.md

📊 API Endpoints (MVP)

Base paths below are without a global /api prefix.

Authentication

Method	Endpoint	Description
POST	/auth/register	User registration
POST	/auth/login	User login
POST	/auth/refresh	Refresh access token
POST	/auth/logout	Logout
GET	/auth/me	Current user (token)

Users

Method	Endpoint	Description
GET	/users/me	Current user profile
PUT	/users/me	Update current user

Dashboard

Method	Endpoint	Description
GET	/dashboard	Dashboard summary
GET	/dashboard/net-worth-history	Net worth history by period

Wallets

Method	Endpoint	Description
GET	/wallets	List wallets
GET	/wallets/favorites	Favorite wallets
GET	/wallets/{walletId}	Wallet by ID
POST	/wallets	Create wallet
PUT	/wallets/{walletId}	Update wallet
DELETE	/wallets/{walletId}	Delete wallet

Transactions

Method	Endpoint	Description
GET	/transactions	List all transactions
POST	/transactions	Create transaction
DELETE	/transactions/{transactionId}	Delete transaction
GET	/wallets/{walletId}/transactions	Wallet transactions
GET	/wallets/{walletId}/transactions/range	Wallet transactions by date range
GET	/wallets/{walletId}/transactions/balance	Wallet balance

Categories

Method	Endpoint	Description
GET	/categories	List all categories
GET	/categories/{categoryId}	Category by ID
GET	/categories/income	Income categories
GET	/categories/expense	Expense categories
GET	/categories/system	System categories
POST	/categories	Create category
PUT	/categories/{categoryId}	Update category
DELETE	/categories/{categoryId}	Delete category

🧪 Running Tests

Backend

cd backend
./mvnw test

Frontend

cd web
npm run test

📝 License

This project is licensed under the MIT License.

👤 Author

MoneyTracker Team