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The Personal Finance Visualizer💰is a Next.js web app for tracking and analyzing expenses. It allows users to add, update, delete, and view financial records with interactive visualizations📊 using Chart.js. The backend, powered by MongoDB🛢️, ensures secure data storage, while RESTful APIs (GET, POST, PUT, DELETE) manage transactions efficiently⚡.

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Mayankkamriya/yardstickTask-mayank

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💰 Personal Finance Visualizer (yardstickTask-mayank)

📌 Overview

The Personal Finance Visualizer is a modern web-based application designed to help users efficiently track their expenses. It provides insightful visualizations, transaction management, and downloadable reports to enhance financial awareness.

🚀 Features

Expense Tracking - Seamlessly add, update, and delete transactions.
Recent Transactions - Instantly view a summary of the latest financial activities.
Total Expenses Calculation - Get real-time updates on total expenditures.
Category-Based Analysis - Monitor spending patterns through categorized insights.
Data Storage - Securely store transactions using MongoDB (or Local Storage as a fallback).
Transaction History - View all recorded transactions in one place.
Deployed Version Available - Access the application online anytime.

🛠 Tech Stack

  • Frontend: Next.js, Tailwind CSS
  • Backend: Node.js
  • Database: MongoDB (or Local Storage as fallback)
  • Charts & Visualizations: Recharts (Bar & Pie Charts)

🔥 API Endpoints

  • GET /api//transactions - Fetch all transactions
  • POST /api//transactions - Add a new transaction
  • PUT /api//transactions/:id - Update an existing transaction
  • DELETE /api//transactions/:id - Remove a transaction

📂 Installation & Setup

  1. Clone the repository:
    git clone https://github.com/your-username/yardstickTask-mayank.git
    cd yardstickTask-mayank
  2. Install dependencies:
    npm install
  3. Start the development server:
    npm run dev
  4. Open the app at: http://localhost:3000

🌍 Deployment

The project is deployed online. You can access it here:
🔗 Live Demo: https://mayankyardstick.vercel.app

❗ Known Issues

  • Bug: When clicking the Edit button, the date field is not getting set properly.
  • Cause: The date state is not being correctly initialized when loading the edit form.
  • Status: Identified
  • Workaround: Manually reselect the date before saving.

Planned Fix: Updating the state management to ensure the date field is set correctly when editing an entry.

🤝 Contribution

Contributions are welcome! Feel free to fork this repository and submit a pull request with improvements.

📜 License

This project is licensed under the MIT License.

About

The Personal Finance Visualizer💰is a Next.js web app for tracking and analyzing expenses. It allows users to add, update, delete, and view financial records with interactive visualizations📊 using Chart.js. The backend, powered by MongoDB🛢️, ensures secure data storage, while RESTful APIs (GET, POST, PUT, DELETE) manage transactions efficiently⚡.

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