Apt_Fincare - Personal Finance Management System

Overview

Apt_Fincare is a comprehensive personal finance management system built with Next.js, MongoDB, and modern web technologies. It helps users track expenses, manage budgets, and gain insights into their financial health.

Key Features

1. User Authentication & Management

• Secure login and registration
• Password recovery functionality
• Profile management and customization

2. Budget Management

• Create and manage custom budgets
• Set budget alerts and thresholds
• Track budget progress with rollover support
• Flexible period-based budgeting (Daily/Weekly/Monthly/Quarterly/Yearly)

3. Transaction Tracking

• Record expenses and income
• Organize transactions by categories
• Detailed transaction history
• Multiple payment method support

4. Analytics & Reporting

• Visual expense breakdown
• Budget vs. Actual analysis
• Spending trend visualization
• Customizable financial reports

5. Dashboard & Overview

• Real-time financial summary
• Budget progress tracking
• Recent transaction display
• Alert notifications system

Tech Stack

• Frontend: Next.js, TailwindCSS
• Backend: Node.js
• Database: MongoDB
• Authentication: NextAuth.js
• State Management: React Context/Hooks

Project Structure

apt_fincare/
├── app/
│   ├── api/
│   │   ├── auth/
│   │   │   ├── [...nextauth]/
│   │   │   │   └── route.ts
│   │   │   ├── login-notification/
│   │   │   │   └── route.ts
│   │   │   └── register/
│   │   │       └── route.ts
│   │   └── notifications/
│   │       └── route.ts
│   ├── dashboard/
│   │   ├── transactions/
│   │   │   └── page.tsx
│   │   ├── budgets/
│   │   │   └── page.tsx
│   │   ├── analytics/
│   │   │   └── page.tsx
│   │   └── notifications/
│   │       └── page.tsx
│   ├── globals.css
│   ├── layout.tsx
│   ├── page.tsx
│   ├── about/
│   │   └── page.tsx
│   ├── login/
│   │   └── page.tsx
│   ├── register/
│   │   └── page.tsx
│   └── forgot-password/
│       └── page.tsx
├── components/
│   ├── ui/
│   │   ├── buttons/
│   │   ├── forms/
│   │   └── cards/
│   ├── auth-provider.tsx
│   ├── currency-provider.tsx
│   ├── theme-provider.tsx
│   └── ... (other components)
├── lib/
│   ├── utils/
│   │   └── ... (utility files)
│   ├── hooks/
│   │   └── ... (custom hooks)
│   └── mongodb.ts
├── models/
│   ├── user.ts
│   ├── notification.ts
│   ├── transaction.ts
│   ├── budget.ts
│   └── category.ts
├── public/
│   ├── images/
│   └── icons/
├── scripts/
│   └── ... (build or utility scripts)
├── styles/
│   └── globals.css
├── types/
│   └── index.ts
├── .env
├── .gitignore
├── next.config.mjs
├── package.json
├── README.md
├── tailwind.config.ts
└── tsconfig.json

Directory Structure Overview

• /app: Next.js 13+ app directory containing routes and layouts

  • /api: Backend API routes including authentication endpoints
  • /dashboard: Main application pages and features

• /components: Reusable React components

  • /ui: Shared UI components like buttons, forms, and cards

• /lib: Utility functions and custom hooks

  • /utils: Helper functions and utilities
  • /hooks: Custom React hooks

• /public: Static assets like images and icons

• /styles: Global styles and CSS modules

• /types: TypeScript type definitions

Getting Started

Prerequisites

• Node.js (v14 or higher)
• MongoDB
• npm or yarn

Installation

1. Clone the repository

git clone https://github.com/Dushyant91/Apt-Fincare
cd Apt-Fincare

2. Install dependencies

npm install
# or
yarn install

3. Set up environment variables Create a .env file in the root directory with the following variables:

MONGODB_URI=your_mongodb_uri
NEXTAUTH_SECRET=your_secret_key
NEXTAUTH_URL=http://localhost:3000

4. Run the development server

npm run dev
# or
yarn dev

5. Open http://localhost:3000 in your browser

Configuration

• Customize categories in config/categories.ts
• Modify theme settings in tailwind.config.ts
• Adjust authentication options in pages/api/auth/[...nextauth].ts

Contributing

1. Fork the repository
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

Contact

Dushyant Sharma - dsharma09012003mail.com Project Link: https://apt-fincare-4k4w.vercel.app/

Acknowledgments

• Next.js Documentation
• TailwindCSS
• MongoDB Atlas
• NextAuth.js