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Personal Finance Dashboard

A comprehensive web application for managing personal finances, tracking net worth, and analyzing spending patterns. Built with React, Node.js, and PostgreSQL.

Features

  • Net Worth Tracking

    • Connect bank accounts via Plaid API
    • Manual account entry support
    • Historical net worth visualization
    • Asset and liability management

  • Income Management

    • Salary tracking with tax calculations
    • Support for multiple income sources
    • Automatic paycheck calculations
    • RSU/Stock compensation tracking

  • Expense Analysis

    • Transaction categorization
    • Spending trends visualization
    • Bill tracking and analysis
    • CSV import support

  • Financial Goals

    • Goal setting and tracking
    • Progress visualization
    • Category-based organization

Tech Stack

  • Frontend: React, Tailwind CSS, Chart.js
  • Backend: Node.js, Express
  • Database: PostgreSQL
  • APIs: Plaid Integration
  • Authentication: JWT

Getting Started

  1. Clone the repository
git clone [repository-url]
cd personal-finance-dashboard
  1. Install dependencies
npm install
  1. Set up environment variables Create a .env file in the root directory with:
REACT_APP_API_URL=your_api_url
PLAID_CLIENT_ID=your_plaid_client_id
PLAID_SECRET=your_plaid_secret
PLAID_ENV=sandbox
JWT_SECRET=your_jwt_secret
  1. Start the development server
npm start

Environment Setup

Prerequisites

  • Node.js (v14 or higher)
  • PostgreSQL
  • Plaid Developer Account

Database Setup

  1. Create a PostgreSQL database
  2. Run the migrations:
npm run migrate

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

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

  • Plaid API for financial account integration
  • Chart.js for data visualization
  • Tailwind CSS for styling