Expense Tracker Frontend

Comprehensive Financial Analysis Tool: Keyword-Based Transaction Search and Trend Visualization

Expense Tracker Interface 1 Expense Tracker Interface 2 Expense Tracker Interface 3

Problem Statement

  1. Overview: Introduce the Comprehensive Financial Analysis Tool, designed to assist businesses in managing and analyzing their financial transactions.

  2. Task 1 - Keyword-Based Transaction Search:

    • Enable users to search for specific transaction keywords across multiple bank statements.
    • Feature options to select specific bank accounts and define a time range for the search.
  3. Task 2 - Trend Visualization and Aggregation:

    • Allow users to visualize trends and aggregate data for specified financial categories over time.
    • Implement keyword matching to categorize transactions in line items, such as "salary", "marketing", etc.
  4. Task 3 - Automated Category Identification:

    • Develop an algorithm to automatically identify common spending and earning categories from bank statements.
    • Provide a breakdown of transactions for each identified category, with functionality similar to Task 2.

Setting up the Frontend in Local Environment

To set up UnstopFrontend locally, follow these steps:

  1. Clone the repository:

    https://github.com/sum1275/expence_tracker_frontend.git
  2. Update apiUrl: In src/environments/environment.ts, update the apiUrl to point to your local server environment:

    apiUrl = 'http://localhost:8084/';
  3. Start the Server: To initiate the application server, execute the following command in your terminal:

    ng serve
  4. Contributing: Your contributions are essential to the development and improvement of the Expense Tracker project. Here are the steps to contribute:

    1. Fork the Project: Begin by creating your own copy of the project on GitHub.
    2. Create Your Feature Branch: Start a new feature by using the command:
      git checkout -b feature/AmazingFeature
      
    3. Commit Your Changes: After completing your feature, commit your changes with:
      git commit -m 'Add some AmazingFeature'
      
    4. Push to the Branch: Upload your new feature to GitHub using:
      git push origin feature/AmazingFeature
      
    5. Open a Pull Request: Finally, submit your changes for review to be potentially merged into the main project.