Balanc - Personal Finance Management Application

• Balanc Dashboard Preview

Balanc is a comprehensive personal finance management application designed to help users track their income, expenses, investments, and transactions in one place. Built with modern web technologies, Balanc offers a seamless user experience with powerful visualization tools. Balanc is a personal finance app that helps you track expenses, income, and investments in one place. Get clear insights into your spending habits and financial health with intuitive dashboards and smart analytics.

Table of Contents

• Features

• Tech Stack

• Screenshots

• Installation

• Configuration

• Contributing

• Contact

✨ Features

Core Functionality

• Comprehensive Dashboard

  • Financial health overview
  • Monthly spending trends
  • Net worth tracking

• Income Management

  • Multiple income source tracking
  • Recurring income detection
  • Income categorization

• Expense Tracking

  • Smart expense categorization
  • Budget alerts and notifications
  • Receipt scanning integration

• Investment Monitoring

  • Real-time portfolio tracking
  • Asset allocation visualization
  • Historical performance charts

• Transaction System

  • Advanced filtering (date, amount, category)
  • Bulk transaction operations
  • CSV import/export

Technical Features

• 🔒 Secure authentication (Google OAuth + JWT)
• ⚡ Redis caching for frequent queries
• 📊 Interactive data visualizations
• 📱 Fully responsive design
• 🔄 Real-time data synchronization

🛠 Tech Stack

Frontend

Technology	Purpose
Next.js 14	Framework with App Router
TypeScript	Type safety
Tailwind CSS	Utility-first styling
shadcn/ui	Beautiful component library
Framer Motion	Smooth animations
Chart.js	Data visualization
NextAuth.js	Authentication
React Hook Form And Zod	Form management
Redux	State management
Axios	HTTP requests

Backend

Technology	Purpose
Node.js	Runtime environment
Express	Web framework
MongoDB	Database (with Mongoose)
Redis	Caching layer
JWT	Authentication tokens
Prisma	ORM for MongoDB
Bcrypt	Password hashing
Nodemailer	Email notifications

🚀 Installation

Prerequisites

• Node.js v18+
• MongoDB Atlas account or local MongoDB
• Redis server
• Google OAuth credentials
• Git

Step-by-Step Setup

1. Clone the repository

git clone https://github.com/yourusername/balanc.git
cd balanc

Installation

Prerequisites

• Node.js
• MongoDB

frontend Setup

Navigate to the backend directory:

cd frontend

Backend Setup

Navigate to the backend directory:

cd backend

Backend Setup

Navigate to the backend directory:

cd backend

Install dependencies:

npm install

Start the backend server:

npm run dev
node index.js

Frontend Setup

Navigate to the frontend directory:

cd frontend

Install dependencies:

npm install

Start the frontend server:

npm run dev

📸 Configuration

⚙️ Environment Configuration

🔙 Backend Configuration (backend/.env)

# ========================
# 🚀 Server Configuration
# ========================
PORT=8000
NODE_ENV=production
BACKEND_APP_URL=http://localhost:8000
CLIENT_APP_URL=http://localhost:3000

# ========================
# 🗃️ Database Configuration
# ========================
DATABASE_URL=mongodb://localhost:27017/balanc_prod

# ========================
# 🔐 Authentication
# ========================
JWT_SECRET_KEY=your_strong_jwt_secret_here
SESSION_SECRET=your_session_secret_here

# ========================
# 📧 Email Service
# ========================
SMTP_HOST=your.smtp.server.com
SMTP_USER=your_smtp_username
SMTP_PASSWORD=your_smtp_password
FROM_EMAIL=[email protected]

# ========================
# 🚀 Performance & Caching
# ========================
REDIS_HOST=localhost
REDIS_URL=redis://localhost:6379
REDIS_PASSWORD=your_redis_password
REDIS_URL1=redis_backup_url_if_needed

🔙 frontend Configuration (frontend/.env)

# ========================
# 🌐 Application URLs
# ========================
NEXTAUTH_URL=http://localhost:3000
NEXT_PUBLIC_BACKEND_URL=http://localhost:8000

# ========================
# 🔑 Authentication
# ========================
NEXTAUTH_SECRET=your_nextauth_secret_here
GOOGLE_CLIENT_ID=your_google_client_id.apps.googleusercontent.com
GOOGLE_CLIENT_SECRET=your_google_client_secret_here

# ========================
# 📊 Analytics & APIs
# ========================
NEXT_TELEMETRY_DISABLED=1
ANALYZE=true

# RapidAPI Configuration
X_RAPIDAPI=your_rapidapi_key
NEXT_PUBLIC_RAPIDAPI1=api_key_1
NEXT_PUBLIC_RAPIDAPI2=api_key_2
NEXT_PUBLIC_RAPIDAPI3=api_key_3
NEXT_PUBLIC_RAPIDAPI4=api_key_4

# ========================
# 🛠️ Environment
# ========================
NODE_ENV=production

📸 Screenshots

Contributing

Contributions are welcome! Please fork the repository and create a pull request with your changes. Make sure to follow the code style and include relevant tests.

Contact

For any questions or suggestions, feel free to contact me.

Happy coding!