Welcome to the Financial Transaction Monitoring & Analytics Tool! This application is designed to help users manage their financial transactions, set budgets, and visualize their spending habits. Whether you're an individual or a small business owner, this tool can assist you in gaining insights into your financial activities.
- Secure Registration: Users can create accounts with email verification to ensure security.
- Authentication: Supports both standard login and OAuth login options (Google/Facebook) for convenience.
- Profile Management: Users can view and update their profile information and deactivate their accounts if necessary.
- Add Transactions: Users can easily log new transactions with details such as amount, category, date, and description.
- View Transactions: Retrieve a list of all transactions with filtering options to quickly find specific entries.
- Update Transactions: Modify transaction details if changes are needed.
- Soft Deletion: Transactions can be marked as deleted for audit purposes without permanent removal from the database.
- Create Budgets: Users can set up multiple budgets to manage their spending across different categories.
- View Budgets: Retrieve a list of all created budgets to monitor financial health.
- Update and Delete Budgets: Make adjustments to existing budgets or remove them entirely when they are no longer needed.
- Interactive Charts: Gain insights through various visualizations, including:
- Spending vs. Income: Analyze income against spending over time to understand financial balance.
- Category Breakdown: View how spending is distributed across different categories to identify areas for improvement.
- Monthly Trends: Track financial trends on a monthly basis to monitor changes in income and expenses.
- Web Interface: Access the application via a user-friendly web interface, making it easy to manage finances from anywhere.
- Responsive Design: Optimized for both desktop and mobile devices to provide a seamless user experience.
- Encryption: Sensitive user data is encrypted to protect against unauthorized access.
- Regular Backups: Data is regularly backed up to prevent loss and ensure availability.
- Help and Documentation: Comprehensive user guides and FAQs to assist users in navigating the tool and troubleshooting common issues.
- Feedback Mechanism: Users can submit feedback and suggestions for improvements to enhance the tool continuously.
To get started with the Financial Transaction Monitoring & Analytics Tool, clone this repository and follow the instructions below.
git clone https://github.com/Markkimotho/Financial-Transaction-Monitoring-Analytics-Tool.gitNavigate to the project directory and install the required dependencies:
cd Financial-Transaction-Monitoring-Analytics-Tool
npm installStart the development server:
npm start├── images # Directory for images
│ └── readme.jpeg # Image for README or documentation
├── LICENSE # License file for the project
├── README.md # Project README file containing an overview and setup instructions
├── requirements.txt # List of project dependencies for Python packages
├── .gitignore # Specifies files and directories to be ignored by Git
├── config # Configuration files
│ └── config.py # Configuration settings for different environments (e.g., development, production)
├── docker # Docker configurations
│ ├── Dockerfile # Instructions for building the Docker image
│ └── docker-compose.yml # Defines and runs multi-container Docker applications
├── k8s # Kubernetes manifests
│ ├── deployment.yaml # Configuration for deploying the application on Kubernetes
│ └── service.yaml # Configuration for exposing the application via a service
├── src # Source code directory
│ ├── __init__.py # Makes src a package; allows imports from this directory
│ ├── main.py # Main application entry point; starts the application
│ ├── models.py # Data models (e.g., Transaction, User) defining the structure of data
│ ├── api.py # API routes and logic for handling requests
│ ├── utils.py # Utility functions for reusable code
│ └── logger.py # Logging setup for tracking application behavior
├── frontend # Frontend code directory
│ ├── index.html # Main HTML file for the frontend
│ ├── css # Directory for CSS files
│ │ └── styles.css # Styles for the frontend
│ ├── js # Directory for JavaScript files
│ │ └── app.js # Main JavaScript file containing frontend logic
│ └── images # Directory for any frontend images
├── tests # Directory for unit tests
│ ├── __init__.py # Makes tests a package; allows imports from this directory
│ ├── test_api.py # Tests for API endpoints
│ ├── test_models.py # Tests for data models to ensure correct functionality
│ ├── test_utils.py # Tests for utility functions
│ └── test_integration.py # Integration tests for checking overall functionality
├── docs # Documentation files (optional)
│ └── api_documentation.md # Documentation for API endpoints and usage
Access the tool through the web interface at: Website
Contributions are welcome! If you'd like to improve this tool, feel free to submit a pull request or open an issue.Please follow these steps:
- Fork the repository
- Create a new branch (
git checkout -b feature/YourFeature) - Make your changes
- Commit your changes (
git commit -m 'Add new feature') - Push to the branch (
git push origin feature/YourFeature) - Create a Pull Request
This project is licensed under the MIT License - see the LICENSE file for details.
Thanks for checking out the Financial Transaction Monitoring & Analytics Tool! Happy budgeting and tracking!
Feel free to make any additional modifications or let me know if there's anything else you'd like to include!