Personal Finance Manager - Smart Budgeting Application

A full-stack Personal Finance Manager application with smart budgeting features, built with Angular, Flask, and PostgreSQL. Track expenses, manage budgets, monitor recurring bills, and achieve savings goals with beautiful Material Design UI.

🌟 Features

Expense Management

• ✅ Add, edit, and delete expenses
• 📸 Upload and attach receipt images
• 🤖 Automatic expense categorization using rule-based logic
• 🔍 Advanced filtering by category, date range
• 📊 Visual expense tracking

Budget Management

• 💰 Create monthly/yearly budgets per category
• 📈 Real-time budget usage tracking
• ⚠️ Visual indicators for budget status (good/warning/exceeded)
• 🎯 Budget progress monitoring

Recurring Bills & Reminders

• 🔄 Track recurring bills (weekly/monthly/yearly)
• 🔔 Automatic reminders for upcoming bills
• ⏰ Overdue bill notifications
• ✅ Mark bills as paid with automatic next due date calculation

Savings Goals

• 🎯 Set and track savings goals
• 📊 Progress visualization
• 💵 Easy contribution tracking
• 🏆 Goal completion status

Dashboard & Analytics

• 📊 Interactive charts and visualizations
• 📈 Spending trends over time
• 🥧 Category-wise spending breakdown
• 📉 Budget overview with progress bars
• 📋 Recent expenses summary

Authentication & Security

• 🔐 JWT-based authentication
• 👤 User registration and login
• 🔒 Protected routes and API endpoints
• 🔑 Token refresh mechanism

🏗️ Project Structure

CursorFInanceDemo/
├── frontend/              # Angular application
│   ├── src/
│   │   ├── app/
│   │   │   ├── core/     # Services, guards, interceptors, models
│   │   │   └── features/ # Feature modules (dashboard, expenses, etc.)
│   │   └── environments/
│   └── package.json
├── backend/               # Flask application
│   ├── api/              # API blueprints
│   ├── models.py         # Database models
│   ├── utils/            # Utility functions
│   └── app.py            # Application entry point
└── database/             # Database scripts
    ├── init.sql          # Schema definition
    └── seed.sql          # Seed data

🚀 Quick Start

Prerequisites

• Node.js 18+ and npm
• Python 3.8+
• PostgreSQL 12+

1. Database Setup

# Create database and user
sudo -u postgres psql
CREATE DATABASE financedb;
CREATE USER financeuser WITH PASSWORD 'financepass';
GRANT ALL PRIVILEGES ON DATABASE financedb TO financeuser;
\q

# Initialize schema and seed data
cd database
psql -U financeuser -d financedb -f init.sql
psql -U financeuser -d financedb -f seed.sql

2. Backend Setup

cd backend

# Create virtual environment
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

# Install dependencies
pip install -r requirements.txt

# Configure environment (copy and edit)
cp .env.example .env
# Edit .env with your database credentials

# Run the application
python app.py

Backend will run on http://localhost:5005

3. Frontend Setup

cd frontend

# Install dependencies
npm install

# Run development server
npm start

Frontend will run on http://localhost:4200

4. Access the Application

Open your browser and navigate to http://localhost:4200

Demo Account:

• Email: demo@financeapp.com
• Password: demo123

Or create a new account using the registration form.

📖 Detailed Documentation

• Backend Documentation
• Frontend Documentation
• Database Documentation
• API Documentation

🛠️ Technology Stack

Frontend

• Angular 17 - Modern web framework
• Angular Material - Material Design components
• Chart.js & ng2-charts - Data visualization
• RxJS - Reactive programming
• TypeScript - Type-safe development

Backend

• Flask 3.0 - Python web framework
• Flask-JWT-Extended - JWT authentication
• Flask-SQLAlchemy - ORM
• PostgreSQL - Database
• Marshmallow - Object serialization

DevOps

• Git - Version control
• npm - Frontend package management
• pip - Python package management

🎨 Screenshots

Dashboard

Beautiful, informative dashboard with charts and statistics

Expense Management

Easy expense tracking with receipt uploads and auto-categorization

Budget Tracking

Visual budget monitoring with progress indicators

Savings Goals

Track multiple savings goals with progress visualization

🔧 Development

Running Tests

# Frontend tests
cd frontend
npm test

# Backend tests
cd backend
pytest

Building for Production

# Frontend build
cd frontend
ng build --configuration production

# Backend (use gunicorn)
cd backend
gunicorn -w 4 -b 0.0.0.0:5005 app:app

📝 API Endpoints

Authentication

• POST /api/auth/register - Register new user
• POST /api/auth/login - Login user
• POST /api/auth/refresh - Refresh token
• GET /api/auth/me - Get current user

Expenses

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

Budgets

• GET /api/budgets - Get all budgets
• POST /api/budgets - Create budget
• PUT /api/budgets/:id - Update budget
• DELETE /api/budgets/:id - Delete budget

Recurring Bills

• GET /api/recurring-bills - Get all bills
• POST /api/recurring-bills - Create bill
• POST /api/recurring-bills/:id/pay - Mark as paid

Savings Goals

• GET /api/savings-goals - Get all goals
• POST /api/savings-goals - Create goal
• POST /api/savings-goals/:id/contribute - Add contribution

Dashboard

• GET /api/dashboard/stats - Get statistics
• GET /api/dashboard/spending-by-category - Category breakdown
• GET /api/dashboard/spending-trend - Spending trends

🤝 Contributing

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

📄 License

This project is licensed under the MIT License.

👥 Authors

Built with ❤️ using Cursor AI

🙏 Acknowledgments

• Angular Material for the beautiful UI components
• Chart.js for data visualization
• Flask community for excellent documentation
• PostgreSQL for robust data management

📞 Support

For issues and questions, please open an issue on GitHub.

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Note: This is a demonstration project. For production use, ensure proper security measures, environment variable management, and deployment configurations. Cursor Demo for Personal Finance Tracker