💰 FINANCE-APP

FINANCE-APP is a modern Finance Manager Web Platform designed for secure, seamless, and efficient financial management.
A mobile application built with React Native will be released soon for users on the go.

The project leverages React 19 + Tailwind CSS 4 and modern libraries to provide a sleek, responsive, and interactive dashboard system.
The backend is powered by Node.js, Express, and MongoDB, ensuring speed, scalability, and reliability.

Users can create accounts, log in securely, manage payments, transactions, reminders, and collaborations from a beautifully designed, real-time dashboard.

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✨ Key Features

👤 User Dashboards

• Personalized and responsive dashboards for dynamic financial insights.
• Interactive charts using Recharts, React-ChartJS-2, Nivo (Pie & Radial Bar).
• Real-time updates powered by TanStack Query and Socket.io.
• TanStack handles smart caching, auto refetching, and data synchronization.
• Socket.io delivers instant updates for payments, transactions, and user activities.

💳 Payment Management

• Add and track payments with statuses: Completed, Pending, Processing, or Custom.
• Schedule payments with date & time reminders.
• Automated email reminders via Nodemailer.
• Real-time synchronization using Socket.io for instant dashboard updates.

💱 Transactions

• Categorized transactions management.
• Modern, interactive tables using React Data Table Component.
• Always synced with backend updates via TanStack Query and WebSocket events.

📧 Reminders & Notifications

• Send reminders to specific users via email.
• Keep business partners or team members aligned on deadlines.
• Real-time UI updates when reminders are sent or payments are updated.

🤝 Collaborative Payments

• Invite users or business partners to contribute to payments.
• Manage participants via Users and Recipients menus.
• Create shared categories for group payments.
• Automatic email + real-time Socket notifications for all participants.

🔐 Authentication & Security

• Finance apps require robust security — FINANCE-APP ensures data protection and safe authentication.
• Secure login/registration using:
  • JWT (JSON Web Tokens) for authentication.
  • bcrypt for password hashing.
  • Role-Based Access Control (RBAC) for Admin and User privileges.
  • Secure cookies & HTTPS for encrypted communication.
• Guarantees credentials, transactions, and records remain private and tamper-proof.

🧠 TanStack Query Integration

• All asynchronous requests are managed using TanStack Query (React Query).
• Ensures real-time synchronization between client and server with minimal API calls.
• Handles background refetching, caching, and automatic data invalidation for smoother UX.
• Custom hooks inside the /hooks folder make logic reusable, clean, and scalable —
  for example:
  • useFetchPayments.js
  • useAddTransaction.js
  • useInviteUser.js
  • useDeleteUser.js
  • useRealTimeUpdates.js (via Socket.io)

⚡ Real-Time Updates (Socket.io)

• Socket.io ensures all users see instant changes (no refresh needed).
• Used for:
  • Payment creation/deletion.
  • Transaction updates.
  • Shared user collaboration.
  • Live notifications.
• Makes the dashboard feel interactive and modern just like a live finance tracking app.

📞 Contact & Support

• Built-in Contact Us form for queries, bug reports, or feedback.
• Direct support channel for timely issue resolution.

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🛠️ Tech Stack

Core

• Frontend: React 19, Tailwind CSS 4 (@tailwindcss/vite)
• Backend: Node.js, Express, MongoDB
• Mobile (upcoming): React Native

Libraries & Tools

• UI & Styling: Tailwind CSS, Lucide-React, React Icons
• Charts & Visualization: Recharts, React-ChartJS-2, @nivo/pie, @nivo/radial-bar
• Animations: Framer Motion
• Forms & Inputs: React Datepicker
• Tables: React Data Table Component
• State & Data Management: TanStack Query, React Context API
• Real-Time Communication: Socket.io
• Routing: React Router DOM
• Utilities: Axios, Sonner (toast notifications)
• Communication: Nodemailer

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📂 Project Structure

FINANCE-APP/
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├── public/              # Static assets available to the browser
├── src/
│   ├── assets/          # Images, icons, and other media
│   ├── components/      # Reusable UI components (e.g., Sidebar, Hero)
│   ├── hooks/           # Making Business Logic & Ui Logic Seperate via TanStack
│   ├── context/         # Global state management (AppContext.jsx)
│   ├── routes/          # Application routing configuration
│   ├── screens/         # Top-level screen components (Dashboards)
│   ├── App.jsx          # Main application component and router setup
│   └── main.jsx         # Application's primary entry point
|
├── .env                 # Environment variables configuration
├── .gitignore           # Specifies intentionally untracked files
├── index.html           # The main HTML template for Vite
├── package.json         # Project metadata and dependencies
└── vite.config.js       # Vite build and server configuration

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🖥️ Usage Flow

1. 🔑 User Authentication → Register/Login securely with encrypted credentials.
2. 📊 Dashboard Access → View charts, tables, and real-time financial data.
3. 💳 Manage Payments → Add, track, and schedule payments with reminders.
4. 🔔 Notifications → Receive automated email and live Socket alerts.
5. 💱 Transactions → Add categorized transactions with instant updates.
6. 🤝 Collaboration → Invite users, manage group payments, and share dashboards.
7. 📧 Reminders → Send emails for specific payment/transaction cases.
8. ⚡ Live Sync → Dashboard auto-refreshes via TanStack Query & Socket.io.
9. 📞 Support → Contact management for queries, bugs, or issues.

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📬 Contact

For any queries, suggestions, or issues, feel free to reach out:

📧 Email: annasking601@gmail.com
🌐 Project Link: FINANCE-APP