Personal Finance Management System (PFMS)

A full-stack personal finance management application built with FARM Stack (FastAPI, React, MongoDB) integrated with Open Banking India API for demo purposes and RazorpayX API for production.

Tech Stack

Frontend

• React
• React Router DOM
• React Bootstrap
• Axios
• Recharts for data visualization
• Lucide React for icons

Backend

• FastAPI
• MongoDB with Motor
• Pydantic for data validation
• Python-Jose for JWT
• uvicorn for ASGI server

Project Structure

pfms/
├── frontend/
│   ├── public/
│   └── src/
│       ├── components/
│       ├── pages/
│       ├── styles/
│       └── App.jsx
├── backend/
│   ├── app/
│   │   ├── routers/
│   │   ├── models/
│   │   └── config.py
│   └── main.py
├── .gitignore
├── README.md
└── requirements.txt

Features

• Dashboard with financial overview
• Transaction management
• Expense analytics and visualization
• Profile management
• Bank account integration
• Budget tracking

Setup Instructions

Backend Setup

1. Clone the repository
2. Create a virtual environment:

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

3. Install dependencies:

   pip install -r requirements.txt

4. Create a .env file with the following variables:

   MONGODB_URI=your_mongodb_uri
   DATABASE_NAME=your_database_name
   JWT_SECRET=your_jwt_secret
   

5. Run the backend server:

   uvicorn main:app --reload

Frontend Setup

1. Navigate to the frontend directory:

   cd frontend

2. Install dependencies:

   npm install

3. Create a .env file:

   REACT_APP_API_URL=http://localhost:8000/api
   

4. Start the development server:

   npm start

API Endpoints

• /api/transactions/ - Transaction management
• /api/dashboard/summary - Dashboard data
• /api/analytics/summary - Analytics data
• /api/profile/ - User profile management

Contributing

1. Fork the repository
2. Create your feature branch (git checkout -b feature/NewFeature)
3. Commit your changes (git commit -m 'Add a new feature')
4. Push to the branch (git push origin feature/NewFeature)
5. Open a Pull Request