AI-Powered Finance Tracker - Dynamic Web Application

A full-stack finance tracking application built with Next.js, Express.js, and MongoDB. Users can register, login, and manage their personal finances including transactions, budgets, categories, and financial goals.

Dashboard

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AI Chat-Bot

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Creating Categories

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Adding Transactions

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Features

• User Authentication: Register and login with JWT tokens
• Dashboard: Real-time financial overview with monthly stats
• Transactions: Add, view, and delete income/expense transactions
• Categories: Organize transactions with custom categories
• Budgets: Set and track spending limits
• Financial Goals: Set and monitor progress towards financial milestones
• Responsive Design: Works on desktop and mobile devices

Tech Stack

Frontend

• Next.js 14 (React)
• TypeScript
• Tailwind CSS
• Lucide React Icons
• React Hook Form
• React Hot Toast

Backend

• Node.js
• Express.js
• MongoDB with Mongoose
• JWT Authentication
• bcryptjs for password hashing

Getting Started

Prerequisites

• Node.js (v16 or higher)
• MongoDB (local or MongoDB Atlas)
• npm or yarn

Installation

1. Clone the repository

   git clone <repository-url>
   cd Finance_Project

2. Install backend dependencies

   cd server
   npm install

3. Install frontend dependencies

   cd ../client
   npm install

4. Set up environment variables

   Create a config.env file in the server directory:

   DATABASE_URL=mongodb://localhost:27017/finance_tracker
   JWT_SECRET=your_jwt_secret_key_here
   PORT=5000

5. Start the backend server

   cd server
   npm start

6. Start the frontend development server

   cd client
   npm run dev

7. Open your browser

   • Frontend: http://localhost:3000
   • Backend API: http://localhost:5000

Usage

1. Register a new account at http://localhost:3000/register
2. Login with your credentials
3. Add categories for organizing your transactions
4. Create transactions to track income and expenses
5. Set budgets to monitor spending
6. Create financial goals to track progress
7. View your dashboard for an overview of your finances

API Endpoints

Authentication

• POST /api/auth/register - Register new user
• POST /api/auth/login - Login user
• GET /api/auth/me - Get current user profile
• PUT /api/auth/me - Update user profile

Transactions

• GET /api/transactions - Get all transactions
• POST /api/transactions - Create new transaction
• DELETE /api/transactions/:id - Delete transaction

Categories

• GET /api/categories - Get all categories
• POST /api/categories - Create new category
• DELETE /api/categories/:id - Delete category

Budgets

• GET /api/budgets - Get all budgets
• POST /api/budgets - Create new budget

Goals

• GET /api/goals - Get all goals
• POST /api/goals - Create new goal
• PUT /api/goals/:id - Update goal
• DELETE /api/goals/:id - Delete goal

Dashboard

• GET /api/dashboard - Get dashboard statistics

Project Structure

Finance_Project/
├── client/                 # Next.js frontend
│   ├── src/
│   │   ├── app/           # App router pages
│   │   ├── components/    # React components
│   │   └── lib/          # API utilities
│   └── package.json
├── server/                # Express.js backend
│   ├── models/           # MongoDB models
│   ├── config/           # Database configuration
│   ├── index.js          # Main server file
│   └── package.json
└── README.md

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Test thoroughly
5. Submit a pull request

License

This project is licensed under the MIT License.