💰 Personal Finance Platform

A comprehensive full-stack personal finance tracking and forecasting application. This platform allows users to manage their income and expenses, visualize their financial health through interactive analytics, and receive spending forecasts from a hand-written linear regression.

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🏗️ Architecture

The platform follows a modern client-server architecture, ensuring scalability and separation of concerns.

Frontend

• React (Vite): For a fast, responsive user interface.
• Tailwind CSS: For modern, utility-first styling.
• Recharts: For interactive financial data visualization.
• Axios: For seamless API communication with the backend.

Backend

• Flask (Python): A lightweight and powerful web framework.
• SQLAlchemy: ORM for database management.
• JWT (JSON Web Tokens): Secure, stateless authentication.
• Pure Python Analytics: Hand-written linear regression for financial forecasting (no heavy dependencies like pandas or scikit-learn).

Database

• SQLite: A robust, serverless database for efficient data storage.

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📸 Screenshots

Dashboard Overview

Get a high-level view of your total income, expenses, and current balance.

Transaction Management

Add, edit, and categorize your transactions with ease. Supports bulk upload via CSV.

Deep Analytics

Visualize your spending habits with category breakdowns and monthly trends.

Financial Predictions

Receive forecasts for next month's spending based on your historical data.

Secure Authentication

JWT-based login and registration system to keep your financial data private.

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🚀 Getting Started

Prerequisites

• Python 3.8+
• Node.js 18+

Backend Setup

1. Navigate to the backend directory:

   cd backend

2. Create and activate a virtual environment:

   python3 -m venv venv
   source venv/bin/activate  # Windows: venv\Scripts\activate

3. Install dependencies:

   pip install -r requirements.txt

4. Initialize the database:

   python init_db.py

5. Run the server:

   python app.py

   The backend will start on http://localhost:5000.

Frontend Setup

1. Navigate to the frontend directory:

   cd frontend

2. Install dependencies:

   npm install

3. Run the development server:

   npm run dev

   The frontend will start on http://localhost:5173.

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🧪 Testing

The project includes a test suite for the backend:

cd backend
pytest

Tests cover authentication, transaction logic, analytics generation, and forecasting accuracy.

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🛠️ API Endpoints

Category	Endpoint	Method	Description
Auth	/auth/register	POST	Create a new account
Auth	/auth/login	POST	Authenticate and receive JWT
Transactions	/transactions	GET/POST	List or create transactions
Analytics	/analytics/summary	GET	Overall financial summary
Predictions	/predictions/monthly-forecast	GET	Hand-written linear-regression spending forecast

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📝 License

This project is open-source and available under the MIT License.