💰 SmartFinance — Personal Finance Tracker

A full-stack personal finance web application built using Agile Scrum methodology over 4 sprints.
Course: SSW/CS 555 — Agile Methods for Software Development | Stevens Institute of Technology | Spring 2026

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🚀 Demo Login

Field	Value
Email	demo@smartfinance.com
Password	demo123

The demo account has admin access — all pages unlocked.

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👥 Team

Name	Role
Pranav Ramchandra Auti	Product Owner & Developer
Anil Kumar Paruchuri	Scrum Master & Developer

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✨ Features

Page	What it does
🔐 Auth	Register, login with JWT, protected routes, auto logout on 401
📊 Dashboard	Income/expense summary cards, monthly bar chart, category pie chart, recent transactions
💸 Transactions	Add, edit, delete — filter by keyword/category/type/date range — export as CSV
🎯 Budget	Monthly limits per category, progress bars (green/amber/red), real-time alert banners
🏦 Savings Goals	Create goals, visual progress bar, add savings incrementally
📈 Insights	6-month expense trend line chart, month-over-month % change, category breakdown
⚙️ Admin	Platform-wide stats, all users table, category spending breakdown

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🛠 Tech Stack

Frontend

• React.js 18 (Vite) + React Router v6
• Recharts (BarChart, PieChart, LineChart)
• Axios with JWT interceptors
• Plain CSS with CSS variables — fully mobile responsive

Backend

• Node.js + Express.js
• JWT authentication + bcrypt password hashing
• Knex.js (query builder + migrations + seeds)

Database

• PostgreSQL

Dev Tools

• GitHub (feature-branch workflow — one branch per Jira ticket)
• Jira (SmartFinanceSystem project, 13 user stories)

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📁 Project Structure

smartfinance/
├── client/                    # React frontend (Vite)
│   └── src/
│       ├── pages/             # Login, Register, Dashboard, Transactions,
│       │                      # Budget, Goals, Insights, Admin
│       ├── components/        # Navbar, Sidebar, BudgetAlertBanner,
│       │                      # TransactionForm, TransactionTable, FilterBar,
│       │                      # ProtectedRoute
│       ├── context/           # AuthContext (JWT state management)
│       └── api/               # Axios instance with request/response interceptors
├── server/                    # Express backend
│   ├── routes/                # auth, transactions, budgets, goals,
│   │                          # categories, admin
│   ├── middleware/            # auth.js (JWT verify), isAdmin.js
│   └── db/
│       ├── knex.js            # Knex connection
│       ├── migrations/        # 001_users → 005_goals
│       └── seeds/             # Default categories + demo user + sample data
├── .env                       # Environment variables (not committed)
├── .gitignore
└── README.md

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⚙️ Getting Started

Prerequisites

• Node.js 18+
• PostgreSQL 14+

1. Clone the repo

git clone https://github.com/YOUR_USERNAME/smartfinance.git
cd smartfinance

2. Set up environment variables

Create a .env file in the root:

PORT=5000
DATABASE_URL=postgresql://YOUR_USER:YOUR_PASSWORD@localhost:5432/smartfinance
JWT_SECRET=your_long_random_secret_here
CLIENT_URL=http://localhost:3000

3. Create the database

CREATE DATABASE smartfinance;

4. Install dependencies

# Backend
cd server && npm install

# Frontend
cd ../client && npm install

5. Run migrations & seed data

cd server
npx knex migrate:latest
npx knex seed:run

Seeds insert:

• 8 default categories (Food, Transport, Housing, Health, Entertainment, Shopping, Savings, Other)
• Demo admin user (demo@smartfinance.com / demo123)
• 22 sample transactions across 3 months
• 6 budget entries + 3 savings goals

6. Start both servers

Terminal 1 — Backend (port 5000):

cd server && npm run dev

Terminal 2 — Frontend (port 3000):

cd client && npm run dev

Open http://localhost:3000 🎉

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🗄️ Database Schema

users          — id, name, email, password_hash, is_admin, created_at
categories     — id, name, user_id (null = global default), color
transactions   — id, user_id, type, description, amount, category_id,
                 date, is_recurring, recurring_frequency, created_at
budgets        — id, user_id, category_id, monthly_limit, month, created_at
savings_goals  — id, user_id, name, target_amount, saved_amount, deadline, created_at

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🔌 API Endpoints

Method	Endpoint	Auth	Description
POST	/api/auth/register	—	Create account
POST	/api/auth/login	—	Login, receive JWT
GET	/api/auth/me	✅	Get current user
GET	/api/transactions	✅	List with filters
POST	/api/transactions	✅	Create transaction
PUT	/api/transactions/:id	✅	Update transaction
DELETE	/api/transactions/:id	✅	Delete transaction
GET	/api/transactions/export/csv	✅	Export as CSV
GET	/api/budgets	✅	List budgets
GET	/api/budgets/status	✅	Budget usage + %
POST	/api/budgets	✅	Create/update budget
DELETE	/api/budgets/:id	✅	Delete budget
GET	/api/goals	✅	List savings goals
POST	/api/goals	✅	Create goal
PUT	/api/goals/:id	✅	Update goal
GET	/api/categories	✅	List categories
GET	/api/admin/stats	🔒 Admin	Platform stats
GET	/api/admin/users	🔒 Admin	All users
GET	/api/admin/category-breakdown	🔒 Admin	Spending by category

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📋 Scrum Sprint Summary

Sprint	Dates	Planned	Completed	Status
Sprint 1	Feb 22 – Mar 8, 2026	22 pts	17 pts	Partially Achieved
Sprint 2	Mar 9 – Mar 23, 2026	21 pts	13 pts	Partially Achieved
Sprint 3	Mar 24 – Apr 6, 2026	21 pts	21 pts	✅ Fully Achieved
Sprint 4	Apr 7 – Apr 20, 2026	19 pts	19 pts	✅ Fully Achieved
Total	8 weeks	83 pts	70 pts	Complete

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☁️ Deployment

Layer	Platform
Frontend	Vercel
Backend	Railway
Database	Neon (serverless PostgreSQL)

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📄 License

MIT © 2026 Pranav Auti & Anil Paruchuri