Family Finance Manager

A comprehensive family finance tracking application built with React (frontend) and Flask (backend). Track expenses, incomes, and plan monthly budgets for your entire family.

Features

1. Core Financial Management

• Multi-account Income & Expense Tracking
  • Categorized transactions
  • Family member association
  • Recurring transaction support
  • Detailed transaction history
  • AI-powered transaction categorization

2. User Management

• Family System
  • Create and manage family groups
  • Invite family members
  • Role-based access control
  • Profile management with image upload

3. Dashboard Visualizations

• Income vs Expenses Timeline

  • Interactive line charts using Recharts
  • Daily, weekly, monthly, and yearly views

• Category Distribution

  • Pie charts showing expense distribution
  • Color-coded categories with icons

• Family Member Analysis

  • Individual spending patterns
  • Income contribution tracking

• Daily Patterns

  • Average spending by day of week
  • Spending trend analysis

4. Monthly Budget Planner

• Budget Setting

  • Expected income and expense planning
  • Category-wise budget allocation
  • Family member budget assignment

• Progress Tracking

  • Real-time budget vs actual comparison
  • Visual progress indicators
  • Variance analysis

5. Data Management

• Filtering & Search

  • Multi-criteria search
  • Date range filtering
  • Category and family member filters

• Grouping Options

  • Group by category
  • Group by date
  • Group by family member

Technologies Used

Frontend

• Framework

  • React 18.2.0
  • Vite.js (build tool)

• UI Components & Styling

  • TailwindCSS
  • Lucide React (icons)
  • Custom components

• State Management

  • React Hooks
  • Context API
  • Local Storage

• Data Visualization

  • Recharts library

Backend

• Framework

  • Flask
  • SQLAlchemy (ORM)
  • Flask-JWT-Extended (Authentication)
  • Flask-Mail (Email notifications)

• Database

  • SQLite (development)
  • PostgreSQL (production)

• AI Integration

  • Custom AI routes for transaction analysis
  • Category prediction

Project Structure

Frontend

frontend/
├── src/
│   ├── components/          # Reusable UI components
│   ├── pages/              # Main application pages
│   ├── redux/              # State management
│   ├── services/           # API services
│   └── utils/              # Helper functions
├── public/                 # Static assets
└── package.json           # Dependencies

Backend

backend/
├── ai/                    # AI-related functionality
├── routes/                # API route handlers
├── static/               # Static files & uploads
├── app.py               # Main application file
├── config.py            # Configuration
├── models.py            # Database models
└── requirements.txt     # Python dependencies

Setup Instructions

Prerequisites

• Python 3.8+
• Node.js 16+
• npm or yarn
• Git

Backend Setup

1. Create and activate virtual environment

python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

2. Install dependencies

cd backend
pip install -r requirements.txt

3. Set up environment variables

cp .env.template .env
# Edit .env with your configurations

4. Initialize database

flask db upgrade

5. Run development server

flask run

Frontend Setup

1. Install dependencies

cd frontend
npm install

2. Set up environment variables

cp .env.example .env
# Edit .env with your configurations

3. Run development server

npm run dev

API Endpoints

Authentication

• POST /api/auth/register - User registration
• POST /api/auth/login - User login
• POST /api/auth/logout - User logout

User Management

• GET /api/user/profile - Get user profile
• PUT /api/user/profile - Update user profile
• POST /api/user/profile/image - Upload profile image

Family Management

• POST /api/family/create - Create new family
• POST /api/family/invite - Invite member
• POST /api/family/join - Join family
• GET /api/family/members - List family members

Transactions

• GET /api/transactions - List transactions
• POST /api/transactions - Add transaction
• PUT /api/transactions/<id> - Update transaction
• DELETE /api/transactions/<id> - Delete transaction

Monthly Plans

• GET /api/monthly-plans/<month> - Get monthly plan
• POST /api/monthly-plans/<month> - Save monthly plan

Categories

• GET /api/categories - List categories
• POST /api/categories - Add category
• PUT /api/categories/<id> - Update category
• DELETE /api/categories/<id> - Delete category

Contributing

1. Fork the repository
2. Create your feature branch
3. Commit your changes
4. Push to the branch
5. Create a new Pull Request

License

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