Finance Tracker

A full-stack finance tracking application that allows users to manage transactions, set budgets, and analyze financial data over time.

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Overview

This application enables users to:

• Record income and expenses
• Categorize transactions
• Set and monitor budgets
• View financial summaries and trends

The system is built using Django REST Framework for the backend and React (Vite) for the frontend.

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Live Application

Frontend: https://fj-be-r2-yash-pratap-singh-solanki.vercel.app Backend API: https://finance-tracker-3i9l.onrender.com

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Features

Authentication

• User registration and login
• JWT-based authentication
• Protected API endpoints

Transactions

• Create income and expense entries
• Assign categories
• View transaction history
• Filter by month or date range

Categories

• Create and manage categories
• Separate types for income and expense
• Safe handling of category deletion

Budgets

• Set budgets per category

• Supported periods:

  • Weekly
  • Biweekly
  • Monthly
  • Quarterly

• Track spending, remaining balance, and usage

Analytics

• Total income, expenses, and savings
• Category-wise breakdown
• Net worth over time
• Filtering by month and custom date ranges

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Tech Stack

Backend:

• Django
• Django REST Framework
• PostgreSQL (Render)

Frontend:

• React (Vite)
• Axios

Deployment:

• Backend: Render
• Frontend: Vercel

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API Endpoints

Authentication:

• POST /api/register/
• POST /api/login/

Transactions:

• GET /api/transactions/
• POST /api/transactions/

Categories:

• GET /api/categories/
• POST /api/categories/

Budgets:

• POST /api/budgets/
• GET /api/transactions/budget_status/

Analytics:

• GET /api/transactions/monthly_report/
• GET /api/transactions/category_wise_report/
• GET /api/transactions/net_worth/

Filters:

• month=YYYY-MM
• start=YYYY-MM-DD
• end=YYYY-MM-DD

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Local Setup

Backend

git clone <repo-url>
cd backend
pip install -r requirements.txt
python manage.py migrate
python manage.py runserver

Frontend

cd frontend
npm install
npm run dev

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Environment Variables

Backend:

SECRET_KEY=your_secret_key
DATABASE_URL=your_database_url

Frontend:

VITE_API_URL=https://finance-tracker-3i9l.onrender.com/api

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Notes

• The Render free instance may take time to respond after inactivity
• The project focuses on functionality and API design

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Author

Yash Pratap Singh Solanki Computer Science Engineering (AI/ML) Newton School of Technology