FinancialHub

Overview 📝

This repository contains a finance management web application built with Django and React.js. The main goal of this project is to make myself a finance tracker because i'm terrible at saving money provide a user-friendly solution for managing your personal finances, tracking transactions, and gaining insights into your earnings and expenses.

While we don't host this on a cloud solution, you can try this app following the steps described here.

Features 🚀

Transaction Management 💸

• Create transactions for transfers, earnings, and expenses.
• Track transaction details such as date, amount, and description.
• Create your own personalized labels for transactions for easier filtering.
• Import payment invoices (Brazilian PIX only)
• Create recurrent transactions ❗

Monthly Earnings and Expense Analysis 📈

• Visualize your earning and expenses using interactive graphs and charts.
• Get a clear overview of your financial trends over time.
• Analyze your spending habits and identify areas for improvement.

SavingPlans 🐖 ❗

• Create personalized saving plans tailored to your specific goals.
• Set savings targets and monitor your progress.
• Get reminders and notifications to stay on track with your savings.

Items followed by an ❗ are items that already started being implemented, but are yet to be released for usage

Installation ⚙️

To run the application locally, please follow these steps:

1. Clone the repository:

   git clone https://github.com/isabellaaquino/financialhub.git

2. Install dependencies for the Django backend:

   cd backend
   pip install -r requirements.txt

3. Set up the Django database:

   python manage.py migrate

4. Install dependencies for the React.js frontend:

   cd ../frontend
   npm install

5. Start the development server:

   npm start

6. Access the application in your browser at http://localhost:5173.

About the project 🧑‍🎓

Although this project is a work in progress (and will be for a long time), our kanban board and issues are public, and can be accessed here. We would love to know your ideas, suggestions and reviews!

Another thing worth being said is that we are both undergrad compsci students, and we try to allocate time to work on this whenever we can. Along with that, we also want to add that we have an initial UML modelling made on Visual Paradigm that is being made for studying purposes and can be accessed through backend/modelling.

Last but not least, stars are appreciated! 🤩

Usage 💡

Once the application is up and running, you can perform the following tasks:

• Register a new user account or log in with an existing account.
• Create transactions by specifying the type (earning or expense) and categorize them as you wish, creating your own labels.
• View and analyze your monthly earnings and expenses through interactive graphs and charts.

Roadmap 🗺️

The following features are planned for future development:

• Report generation and advanced insights for better financial analysis.
• Budgeting tools to help you plan and manage your expenses effectively.
• Recurrent transactions to facilitate expenses that happen every month

License 📄

This project will be soon licensed under the MIT License. You are free to use, modify, and distribute this software for personal purposes.

Authors ✍️

This project is thought, planned and implemented by Isabella Aquino (backend heavy) & Pedro Dell'Olio (frontend heavy)