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Personal Finance Dashboard

An open-source, customizable full-stack web application for managing personal finances, built with React, Node.js, Express, and MongoDB.

Dashboard Preview

Project Overview

This Personal Finance Dashboard serves as a foundation for developers to quickly set up a secure, feature-rich financial management application. It's designed to be easily customizable and extendable, allowing you to learn from a well-structured application, quickly prototype your own financial tools, and modify functionality to suit your specific needs.

Key Features

  • User authentication (register, login, logout)
  • Add, edit, and delete transactions with confirmation
  • Categorize transactions as income or expense
  • View recent transactions with due date highlighting
  • Visualize expenses by category (pie chart)
  • Compare income vs expenses (bar chart)
  • Monthly budget overview with due payments calculation
  • Responsive design for mobile and desktop
  • Light and Dark Mode: Easily switch between light and dark themes for comfortable viewing in any environment
  • Transaction Management:
    • Add new transactions with an intuitive, collapsible form
    • Edit existing transactions with a modal dialog
    • Delete transactions with a confirmation dialog to prevent accidental deletions
  • Due Payments: Highlight and track expenses with due dates
  • Paid Status: Mark expenses as paid and track payment status

Project Structure

This project is divided into two main parts:

  • personal-finance-backend: The backend API built with Node.js and Express
  • personal-finance-dashboard: The frontend application built with React

Getting Started

For detailed setup and running instructions, please refer to the README files in each subdirectory:

Technologies Used

  • Frontend:
    • React
    • Material-UI
    • Chart.js
    • Framer Motion
    • date-fns
  • Backend:
    • Node.js
    • Express
    • MongoDB with Mongoose
    • JSON Web Tokens (JWT) for authentication
    • bcrypt for password hashing

Theme Customization

The application supports both light and dark modes, providing a comfortable viewing experience for users in different lighting conditions. Users can easily toggle between themes using the theme switch in the application interface.

Light Mode Dark Mode

Customization

Feel free to modify any part of this application to suit your needs. Some ideas:

  • Add new API endpoints for additional features
  • Integrate with different databases or services
  • Implement more advanced authentication methods
  • Add data analysis or reporting features

Contributing

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

License

This project is open-source and available under the MIT License. See the LICENSE file for details.