TrackWise

Introduction

Managing personal finances is a challenge that most people face, often without a clear system in place. People rely on disorganized notes, spreadsheets, or fragmented mobile apps, making it difficult to get a unified view of their income and spending habits. TrackWise aims to solve this by providing a centralized, intuitive, and extensible web application where users can track their finances effectively.

This project is built using Angular 19 for the frontend and Node.js for the backend, following a modular, scalable structure. The app focuses on foundational features that allow manual tracking and sorting, accompanied by insightful data visualization.

Problem Statement

Most individuals today lack a centralized, easy-to-use platform for managing their finances. With money being spent across cash, cards, and multiple services, users often:
● Lose track of where their money is going.
● Rely on scattered tools like notes and spreadsheets.
● Miss out on potential savings due to lack of visibility.
TrackWise addresses this relatable pain point by offering a structured financial tracking tool tailored to real-life usage.

Objectives

● Provide a secure, user-friendly platform for recording and managing financial transactions.
● Allow full control over expenses and income records through CRUD operations.
● Visualize income and spending patterns in real-time using interactive dashboards.
● Display monthly income sources and expense categories through interactive charts.

Running Locally

Local Development with Local DB

To run the project locally with the local database:

npm run start:dev

Local Development with Production DB

To run the project locally with the production database:

npm run start:prod

Deployment

Deploy to Render

To deploy the application to Render:

npm run deploy

Migration Commands

Make sure you've already created your migration files using:

npx sequelize-cli migration:generate --name create-expenses-table

Run Migrations

Local (Development)

To run migrations in the local development environment:

npm run db:migrate

Production

To run migrations in the production environment:

npm run db:migrate:prod

Undo Migrations (Rollback)

Local (Undo Last Migration)

To undo the last migration in the local development environment:

npx sequelize-cli db:migrate:undo

Production (Undo Last Migration)

To undo the last migration in the production environment:

NODE_ENV=production npx sequelize-cli db:migrate:undo

Undo All Migrations (Full Rollback)

Local

To undo all migrations in the local development environment:

npx sequelize-cli db:migrate:undo:all

Production

To undo all migrations in the production environment:

NODE_ENV=production npx sequelize-cli db:migrate:undo:all

Seeding Commands

To populate your database with sample data (seeds).

Run Seed Data

Seed Data Locally

To apply the seed data to the local development database:

npm run db:seed

Seed Data in Production

To apply the seed data to the production database:

npm run db:seed:prod

Undo Seed Data

Undo Last Seed (Local)

To roll back the most recent seed in the local development database:

npm run db:seed:undo

Undo Last Seed (Production)

To roll back the most recent seed in the production database:

npm run db:seed:undo:prod

Database Management

Create Database

To create the database in your environment (useful for first-time setup):

npm run db:create

Drop Database

To drop the existing database (useful when you need to reset):

npm run db:drop

UI Showcase

User Authentication:

● Purpose: Ensure that only registered users can securely access their personal financial data on TrackWise.
● Features:

• Secure Sign-Up and Login: Users can register and log in using validated forms, with backend API integration for authentication.
• JWT Session Management: Stores a JWT token and expiration timestamp in localStorage, automatically logging users out after 1 hour.
• Route Protection with Auth Guard: Sensitive pages like Dashboard, Profile, Income, and Expenses are restricted to authenticated users only.

Expense Management:

● Purpose: Allow users to log, manage, and visualize their monthly expenses with clarity and control.
● Features:

• Complete CRUD Operations: Users can add, update, delete, and view their expenses, all integrated with secure backend APIs.
• Filtering by Month and Year: Enables users to filter expenses based on selected month and year for focused analysis.
• Visual Expense Insights: Displays a 12-month trend using a line chart and a category-wise breakdown with a pie chart for better financial understanding.

Income Management:

● Purpose: Enable users to track and manage all sources of income with full control and visibility.
● Features:

• Complete CRUD Operations: Users can add, edit, delete, and view income entries through secure, authenticated API calls.
• Filtering by Month and Year: Allows users to analyze income records based on specific time periods.
• Visual Income Insights: Includes a 12-month trend line chart and a source-wise income pie chart for real-time analysis.

Dashboard:

● Purpose: Provide users with a centralized and dynamic overview of their financial activity, including income, expenses, and savings.
● Features:

• 12-Month Trend Graphs: Displays three line charts showing income, expenses, and savings trends over the past year.
• Current Month Breakdown: Includes two pie charts for category-wise breakdowns of income and expenses for the selected month.
• Dynamic Monthly Savings: Automatically calculates and displays total savings based on selected month.
• Month Navigation Controls: Allows users to easily switch between months to explore historical or upcoming financial data.

Profile Management:

● Purpose: Allow users to create and manage their personal information, ensuring a personalized and consistent experience in TrackWise.
● Features:

• Basic and Optional Info: Users can enter essential details like name and date of birth, and update optional contact and address information anytime.
• Profile Completion Flexibility: Supports starting with minimal data and completing the profile later at the user’s convenience.
• Centralized User Identity: Maintains organized contact and location data for use across the application, enhancing personalization.

Other Pages:

About Us

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