Fintastic Application

Overview

Welcome to FINTastic, a cutting-edge Financial Management Platform designed to revolutionize how individuals manage their finances. Our platform addresses common challenges such as disorganization, limited visibility into spending patterns, and the complexity of financial decision-making. FINTastic offers a comprehensive suite of tools including expense tracking, budget planning, and goal setting, all wrapped in an intuitive and user-friendly interface. With a focus on data security, insightful analytics, and personalized financial solutions, FINTastic empowers users to take control of their financial well-being with confidence and ease.

• Date Created: 29 Jan 2024
• Last Modification Date: 12 April 2024
• Deployed website URL: https://fintastic-grp-14.netlify.app/home
• Git URL: https://github.com/shreyakapoor08/FINtastic-Application

Features

1. User Authentication: This feature involves implementing a secure login process to ensure that users' accounts and financial information are protected. It may include options for email verification, password encryption, and multi-factor authentication to enhance security.

2. Data Visualization: Data visualization is crucial for providing users with insights into their financial data. This feature will include the development of visually appealing charts, graphs, and dashboards that effectively summarize and present users' income, expenses, savings, and other financial metrics.

3. Expense Management: The expense management feature enables users to efficiently track and manage their expenses. Users should be able to add, edit, categorize, and delete financial transactions, as well as view detailed transaction histories and summaries.

4. File Upload: File upload functionality allows users to upload financial documents, such as bank statements, receipts, and invoices, into the platform. The system should support various file formats and provide tools to analyze and extract relevant financial data from uploaded documents.

5. Budget Planner: The budget planner tool assists users in creating and managing their budgets. It should enable users to set budget categories, allocate funds, track spending against budget limits, and receive notifications or alerts when approaching or exceeding budget thresholds.

6. Calendar Integration: Integrating with users' calendars allows them to sync financial events, such as bill due dates, paycheck deposits, and scheduled payments. This feature enhances users' financial planning and organization by providing a centralized view of their financial activities alongside other personal commitments.

7. Notifications: Notifications keep users informed about important financial events and reminders. This feature involves setting up notifications for upcoming bill payments, account transactions, budget updates, or other financial activities, delivered via email, SMS, or in-app notifications.

8. Profile Management: Profile management enables users to customize their account settings and preferences. This feature allows users to update personal information, change notification preferences, manage linked accounts, and adjust security settings, enhancing the overall user experience and control.

9. Credit Score Insights: Providing users with insights into their credit scores helps them understand their financial health and make informed decisions. This feature may include access to credit score reports, credit monitoring services, personalized recommendations for improving credit scores, and educational resources on credit management.

10. Pro Subscription Monetize the platform by offering a subscription-based payment system for access to premium features, thereby sustaining the development and growth of the project.

11. Objective Key Results (OKR) Tracker: The OKR tracker assists users in setting and tracking their financial goals and objectives. This feature allows users to define SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals, track progress towards these goals, and receive feedback and guidance on goal achievement.

12. Help Desk Support: The help desk provides users with access to customer support resources and assistance. This feature includes setting up a help desk portal with frequently asked questions (FAQs), knowledge base articles, chat support, and ticketing systems to address user inquiries and issues effectively.

Author

• Shreya Kapoor - (Developer)
• Bhargav Kanodiya - (Developer)
• Dhrumil Gosaliya - (Developer)
• Ramandeep Kaur - (Developer)
• Vishnu Narayanbhai Vasita - (Developer)
• Jaskaran Singh - (Developer)

Deployment

We have created a repository on github deployed on netlify. Configued the built settings of Netlify as required and the website is live on above URL.For deployment of backend we have used render which is live on given backend url.

• Frontend URL: https://fintastic-grp-14.netlify.app/home
• Backend URL: https://web-grp-14.onrender.com/

Built With

• React - The web framework used
• npm - Dependency Management
• MaterialUi - Material UI is an open-source React component library
• Nodejs - Javascript Runtime Enviornment
• MongoDB - Document Based NoSQL Database
• Expressjs - Nodejs Framework for running server
• Mongoose - ODM For DB connection and Operations
• antd - Design Framework for Form Inputs
• jwt - Token Manager for Secure Authentication
• SweetAlert2 - A BEAUTIFUL, RESPONSIVE, CUSTOMIZABLE, ACCESSIBLE (WAI-ARIA) REPLACEMENT FOR JAVASCRIPT'S POPUP BOXES
• FullCalendar - FullCalendar provides a highly performant React component that accepts JSX for rendering nested content