Personal Finance Manager(Budgetly)

Personal Finance Manager API (A fullstack webapp for users to manage their budgets and track finances effectively)

Overview

The application includes features for creating budgets, tracking transactions, managing financial goals, categorizing expenses, and generating financial insight

Project Structure

Personal-Finance-Manager/
│
├── controllers/
│   ├── authController.js
│   ├── budgetController.js
│   ├── transactionController.js
│   ├── insightController.js
|   ├── userController.js
│
├── models/
│   ├── users.js
│   ├── budgets.js
│   ├── transactions.js
|   ├── insights.js
│
├── routes/
│   ├── authRoutes.js
│   ├── budgetRoutes.js
│   ├── transactionRoutes.js
│   ├── insightRoutes.js
│
├── middleware/
│   ├── authMiddleware.js
│
├── config/
│   ├── database.js
│
├── utils/
│   ├── autoCategorization.js
|
├── .env
├── .gitignore
├── AUTHORS
├── Budgetly.png
├── LICENSE
├── app.js
├── package-lock.json
├── package.json
└── README.md

Features

• User authentication and management
• Budget creation, updating, and deletion
• Transaction tracking and categorization
• Financial summaries and trend analysis

Technologies

• Node.js
• Express.js
• PostgreSQL
• JWT for Authentication

Setup and Installation

Before you begin, ensure you have the following installed on your machine:

• Node.js (v14 or later)
• npm (Node Package Manager, included with Node.js)
• Git

1: Fork this repository.

Fork this repository by clicking on the fork button on the top of this page, this will create a copy of this repository in your account.

2: Clone the repository.

https://github.com/CaptainSani/personal-finance-manager

cd personal-finance-manager

3: Set up environment variables for .env file.

PORT=your_localhost_server_port
JWT_SECRET=your_jwt_secret
DB_URI=your_database_uri

4: Install dependencies

npm install node.js express bcryptjs jsonwentoken pg cors body-parser dotenv nodemon

5: Start the application

npm start

Web URL

budgetly

Postman Documentation

Postman Endpoints Documentation

Entity Relationship Diagram

Personal Finance Manager ERD