FinTrack

A comprehensive personal finance management web application that helps users track income and expenses while providing AI-powered financial insights and recommendations.

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📚 Table of Contents

• Overview
• Features
  • Core Financial Management
  • AI-Powered Features
  • Data Management
• Technology Stack
  • Frontend
  • Backend & Services
  • Data Visualization
  • Development Tools
• Installation
• Usage
  • Getting Started
  • AI Features
  • Reports
• Scripts
• Contributing
• Security
• License
• Support
• Documentation
• Contributors

Overview

FinTrack enables users to manage their personal finances effectively through an intuitive interface combined with advanced AI capabilities. The platform offers comprehensive tracking, analysis, and reporting features to support informed financial decision-making.

Features

Core Financial Management

• Multi-Source Income Tracking: Add and manage income from various sources including salary, cash, card, and bank transfers
• Expense Categorization: Track daily expenses with detailed date-wise categorization
• Financial Dashboard: View comprehensive financial overview and trends visualization
• Report Generation: Export detailed financial reports in PDF and Excel formats

AI-Powered Features

• Financial Chatbot: Interactive AI assistant to answer questions about your financial data
• Voice AI Agent: Make voice calls to financial AI agent powered by Bland.ai
• AI Insights: Automated analysis of financial data with personalized suggestions and recommendations

Data Management

• Secure Storage: All financial data securely stored using Firebase
• Real-time Sync: Instant data synchronization across devices
• Data Export: Multiple export options for backup and analysis

Technology Stack

Frontend

• React 18.3.1 with modern hooks and functional components
• Vite for fast development and optimized builds
• React Router DOM for client-side routing
• Tailwind CSS for modern, responsive styling
• Radix UI components for accessible UI elements

Backend & Services

• Firebase for authentication and data storage
• Google Generative AI for intelligent financial insights
• Bland.ai for voice AI capabilities
• Express.js server implementation

Data Visualization

• Chart.js and React Chart.js 2 for interactive financial charts
• Recharts for additional charting capabilities

Development Tools

• ESLint for code quality and consistency
• Autoprefixer for CSS compatibility
• PostCSS for advanced CSS processing

Installation

1. Clone the repository:

git clone https://github.com/Venuchander/fintrack.git
cd fintrack

2. Install dependencies:

npm install

3. Set up environment variables: Create a .env file in the root directory and add your configuration:

# Firebase configuration
VITE_FIREBASE_API_KEY=                # https://console.firebase.google.com/u/0/project/_/settings/general
VITE_FIREBASE_AUTH_DOMAIN=            # https://console.firebase.google.com/u/0/project/_/settings/general
VITE_FIREBASE_PROJECT_ID=             # https://console.firebase.google.com/u/0/project/_/settings/general
VITE_FIREBASE_STORAGE_BUCKET=         # https://console.firebase.google.com/u/0/project/_/settings/general
VITE_FIREBASE_MESSAGING_SENDER_ID=    # https://console.firebase.google.com/u/0/project/_/settings/general
VITE_FIREBASE_APP_ID=                 # https://console.firebase.google.com/u/0/project/_/settings/general
VITE_FIREBASE_MEASUREMENT_ID=         # https://console.firebase.google.com/u/0/project/_/settings/general

# Other APIs
VITE_GEN_AI_API_KEY=                  # https://aistudio.google.com/app/apikey
VITE_BLAND_API_KEY=                   # https://app.bland.ai/dashboard/settings

4. Start the development server:

npm run dev

Usage

Getting Started

1. Create an account or sign in to your existing account
2. Set up your income sources in the dashboard
3. Begin tracking daily expenses with appropriate categories
4. Monitor your financial overview and trends

AI Features

• Use the chatbot to ask questions about spending patterns
• Access AI insights for personalized financial recommendations
• Make voice calls to the AI agent for hands-free financial guidance

Reports

• Generate comprehensive financial reports
• Export data in PDF or Excel format for external analysis
• View historical trends and spending patterns

Scripts

• npm run dev - Start development server
• npm run build - Build for production
• npm run preview - Preview production build
• npm run lint - Run ESLint for code quality checks

Security

All financial data is encrypted and securely stored using Firebase security rules. The application follows industry best practices for handling sensitive financial information.

License

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

Support

For support and questions, please open an issue in the GitHub repository.

Documentation

• Code of Conduct
• Contributing Guidelines

Contributors

Thanks to these amazing people for their contributions:

Feel free to add your name here via a pull request if you contribute!