App Name: Felix: Personal Finance Assistant

Team: Chatchawan Suwaratana, Gage Migan, James Coffelt, Michelle Colacion Francisco, Muhajir Sayer

Links

Link to live app: https://felix-web.vercel.app/

Link to gist: https://gist.github.com/mischkiey/9ddc21305d729f1507055e7d7519b94e

Link to web repo: https://github.com/M-Sayer/felix-web

Link to server repo: https://github.com/M-Sayer/felix-server

 

Demo Credentials

Username: test Password: !AAAaaa000

 

Table of Contents

1. Description
2. How It Works
3. Client Documentation/Screenshots
4. Technologies

 

Description

• Felix is a personal finance and savings app which seeks to simplify the cognitive load of the user by aggregating and automating tasks related to personal finance management.

 

How It Works

As the user:

• I should be able to create an account
• I should be able to login and see my persisted data
• I should be able to access my personal information via a dashboard
• I should be able to create transactions, aggregate all financial transactions in one place, and keep track of money coming in and going out
• I should be able to create goals for savings
• I should be able to see a calculated allowance, which will show me how much spending power I have after contributing to my savings goals
• I should be be able to create planned income and planned expenses

 

Client Documentation/Screenshots

1. Login Page

 

2. Signup Page

 

3. Dashboard Page

 

4. Transactions Page

 

5. Transaction Page

 

6. Add Transaction Form Page

 

7. Edit Transaction Form Page

 

8. Goals Page

 

9. Goal Page

 

10. Add Goal Form Page

 

11. Edit Goal Form Page

 

12. Alerts Page

 

13. Landing Page

 

Technology Used

1. HTML, CSS, JavaScript
2. React, React Hooks
3. Node.js
4. Express
5. PostgreSQL
6. Vercel
7. Heroku, Heroku Scheduler
8. Testing frameworks such as Jest, Mocha, Chai, & Supertest
9. Miscellaneous libraries such as Calendar.js, Moment.js, & React Date Picker