Financely - Personal Finance Management Application

Financely is a modern, full-stack personal finance management application that helps users track their expenses, manage budgets, and gain insights into their financial habits.

🌟 Features

Current Features

• User Authentication

  • Secure login and signup
  • JWT-based authentication
  • Protected routes

• Expense Management

  • Add, edit, and delete expenses
  • Categorize expenses
  • Track spending patterns
  • View expense history

• Financial Dashboard

  • Overview of total income and expenses
  • Monthly expense trends
  • Category-wise expense breakdown
  • Savings rate calculation

• Settings & Preferences

  • Dark/Light mode
  • Multiple currency support
  • Language preferences
  • Financial information management
  • Notification settings

Upcoming Features

• AI-Powered Features (Coming Soon)

  • Smart expense categorization
  • Spending pattern analysis
  • Budget recommendations
  • Anomaly detection in expenses

• Advanced Analytics

  • Interactive charts and graphs
  • Custom report generation
  • Export functionality
  • Budget vs. actual analysis

• Mobile Responsiveness

  • Progressive Web App (PWA) support
  • Offline functionality
  • Push notifications

🛠️ Tech Stack

Frontend

• React.js
• Material-UI
• Context API for state management
• Axios for API calls
• Chart.js for data visualization

Backend

• Node.js
• Express.js
• MongoDB
• JWT for authentication
• Bcrypt for password hashing

🚀 Getting Started

Prerequisites

• Node.js (v14 or higher)
• MongoDB
• npm or yarn

Installation

1. Clone the repository

git clone https://github.com/ayushh8/Financely.git
cd Financely

2. Install dependencies

# Install backend dependencies
cd backend
npm install

# Install frontend dependencies
cd ../frontend
npm install

3. Set up environment variables

# In backend directory
cp .env.example .env
# Add your MongoDB URI and JWT secret

4. Start the development servers

# Start backend server (from backend directory)
npm run dev

# Start frontend server (from frontend directory)
npm start

📝 API Documentation

Authentication

• POST /api/auth/signup - Register new user
• POST /api/auth/login - User login

Expenses

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

User Profile

• GET /api/users/profile - Get user profile
• PUT /api/users/profile - Update user profile
• PUT /api/users/preferences - Update user preferences

🤝 Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

👨‍💻 Author

Ayush

• GitHub: @ayushh8
• LinkedIn: Your LinkedIn

🙏 Acknowledgments

• Material-UI for the beautiful components
• Chart.js for the visualization library
• MongoDB for the database
• All contributors who have helped shape this project

🔮 Future Plans

• Implement AI-powered expense categorization using TensorFlow.js
• Add machine learning for spending pattern analysis
• Develop mobile app version
• Add multi-currency support with real-time exchange rates
• Implement data export functionality
• Add receipt scanning feature
• Integrate with banking APIs
• Add investment tracking
• Implement budget planning tools
• Add financial goal tracking