/finWise

Primary LanguageJavaScript

FinWise

"Spend Wisely, Manage Wisely"

About the project



FinWise is a full-stack MERN application that provides small-business owners with a comprehensive solution to manage their incomes and expenses. Handle tax season like a boss with FinWise.

Tech Stack


Inspiration for the Project:

Building a tool to address challenges such as managing finances, tracking expenses, or setting and achieving savings goals can be both practical and personally rewarding.

There's a growing demand for digital tools that help individuals manage their finances more effectively. With the increasing adoption of online banking and digital transactions, there's a need for comprehensive solutions that offer budgeting, expense tracking, and goal setting functionalities.

Many people lack basic financial literacy skills, such as budgeting and saving. Building an application that simplifies these concepts and helps users develop better financial habits can contribute to financial empowerment and education.

Features of FinWise at a Glance:

Function Feature Image
Registration and Login Allow user to login or create a new account #
Home Page Listing all posted entry and exit transactions #
Current balance display Provide contact details to get emergency medical services #
Searched period filtering "All" / "7 days" / "15 days" / "30 days" #
Category management for inputs or outputs # #
Category filtering # #

Get Started

  1. Log in as an existing user, or sign up as a new user.

  2. Add and categorize expenses and incomes. Edit or delete these at any time.

  3. View your income, expenses, or all of your transactions, sorted in chronological order.

  4. Filter your transactions, expenses, and income by date range and/or category.

  5. See your net cash flow based on these filters, and generate financial reports of your data.

Setting up project locally (Installation)

  1. Fork the repository

  2. Clone Your Forked Repository:

git clone https://github.com/<your_username>/finWise.git
  1. Install Dependencies:
npm install
  1. Start the Application:
npm run dev
  1. Start the server
npm start