WealthWise - Personal Finance Management App

A full-stack personal finance management application with expense tracking, budgeting, income tracking, and bank integration.

Features

• 💰 Expense Management (Import from bank, Edit, Delete, Export)
• 📊 Budget Planning (Monthly/Weekly budgets)
• 💵 Income Tracking
• 🎯 Financial Goals
• 💎 Savings Account
• 🔄 Recurring Expenses
• 🏦 Bank Statement Integration
• 📈 Analytics & Reports
• 🔐 Secure Authentication with Password Reset

Tech Stack

Frontend: React, TypeScript, Bootstrap Backend: Node.js, Express, MongoDB Authentication: JWT

Quick Start

Prerequisites

• Node.js (v14+)
• MongoDB

Installation

1. Install dependencies:

cd backend
npm install

cd ../frontend
npm install

cd ../bank-statement-app
npm install

2. Start MongoDB: Make sure MongoDB is running on mongodb://localhost:27017

3. Start all servers:

Windows:

start-all.bat

Or manually (open 3 terminals):

# Terminal 1 - Backend (port 5000)
cd backend
npm start

# Terminal 2 - Bank API (port 3002)
cd bank-statement-app
npm start

# Terminal 3 - Frontend (port 3000)
cd frontend
npm start

4. Open browser:

http://localhost:3000

Test Account

Email: [email protected]
Password: Test@123

Configuration

Backend (.env)

PORT=5000
MONGODB_URI=mongodb://localhost:27017/wealthwise
JWT_SECRET=wealthwise_secret_key_change_in_production_2024
NODE_ENV=development
FRONTEND_URL=http://localhost:3000
BANK_API_URL=http://localhost:3002

Frontend (.env)

REACT_APP_API_URL=http://localhost:5000/api
REACT_APP_NAME=WealthWise
REACT_APP_VERSION=1.0.0

Bank API (.env)

PORT=3002
NODE_ENV=development

Usage

1. Sign Up - Create a new account or use test account
2. Import Expenses - Go to Expenses → Click "Import Expenses from Bank"
3. Track Income - Add your income sources
4. Set Budget - Create monthly/weekly budgets
5. View Reports - Check analytics and spending patterns

Project Structure

WealthWise/
├── backend/              # Express API server
│   ├── src/
│   │   ├── models/      # MongoDB models
│   │   ├── routes/      # API routes
│   │   ├── services/    # Business logic
│   │   └── controllers/ # Request handlers
│   └── server.js
├── frontend/            # React app
│   ├── src/
│   │   ├── pages/      # Page components
│   │   ├── components/ # Reusable components
│   │   ├── services/   # API calls
│   │   └── utils/      # Utilities
│   └── public/
├── bank-statement-app/  # Mock bank API
│   ├── server.js
│   └── bank-statement.json
└── start-all.bat       # Windows startup script

API Endpoints

Authentication

• POST /api/auth/register - Register new user
• POST /api/auth/login - Login
• POST /api/auth/password-reset/request - Request OTP
• POST /api/auth/password-reset/confirm - Reset password

Expenses

• GET /api/expenses - Get all expenses
• POST /api/expenses - Create expense
• PUT /api/expenses/:id - Update expense
• DELETE /api/expenses/:id - Delete expense
• POST /api/expenses/export - Export (CSV/JSON)

Bank Integration

• GET /api/bank/transactions - Get bank transactions
• POST /api/bank/import - Import from bank

Budget

• GET /api/budgets - Get budgets
• POST /api/budgets - Create budget
• GET /api/budgets/status - Check budget status

Income, Goals, Savings, etc.

See full API documentation in code comments.

Deployment

For production deployment, update environment variables:

Backend:

MONGODB_URI=your-mongodb-atlas-uri
JWT_SECRET=generate-strong-secret
FRONTEND_URL=https://your-frontend-url
BANK_API_URL=https://your-bank-api-url
NODE_ENV=production

Frontend:

REACT_APP_API_URL=https://your-backend-api-url/api

License

MIT