Empowering Financial Clarity and Strategic Growth for Modern Businesses and Individuals

• Overview
• Key Features
• Tech Stack & Architecture
• Getting Started
• Usage
• Contributing
• License

Fintrack is an intuitive and comprehensive open-source financial tracking and insights application designed to provide unparalleled clarity into your financial health, empower strategic decision-making, and foster financial literacy.

The modern financial landscape can be complex and overwhelming. Individuals and businesses often struggle with fragmented data, lack of real-time insights, and an inability to accurately project future financial positions. This leads to missed opportunities, poor resource allocation, and a constant state of reactive management, hindering sustainable growth and peace of mind.

Fintrack provides an elegant solution by centralizing your financial data, offering dynamic visualizations, and delivering actionable insights through advanced metrics. It transforms raw numbers into a clear, compelling narrative of your financial journey, enabling proactive management and informed strategic planning.

This project is primarily a modern web application built on the React framework, powered by Vite for a fast and efficient development experience. It leverages TypeScript for robust type safety and Tailwind CSS for a streamlined, utility-first styling approach. For its backend services, including data persistence, authentication, and potentially real-time capabilities, Fintrack integrates seamlessly with Firebase, adopting a serverless-first architectural pattern that allows for scalability and simplified infrastructure management. The application's structure suggests a strong emphasis on component-based development, context-driven state management, and clear separation of concerns, providing a highly maintainable and extensible codebase.

Fintrack comes packed with powerful features designed to simplify and enhance your financial management experience:

Effortlessly add, categorize, and list all your income and expenses. The intuitive interface for quick transaction entry ensures your financial records are always up-to-date and organized.

Gain deep insights into your financial health with real-time tracking of crucial metrics like Cash Balance, Burn Rate, Revenue Growth, and Cash Runway. Interactive modals allow for detailed analysis and scenario planning.

Visualize your financial data through interactive charts, including Expense Breakdown and Revenue Trends. The central dashboard provides a holistic overview, making complex data easily digestible.

Tailored for professionals or small businesses, Fintrack allows you to manage client profiles and potentially collaborate with team members on financial tracking, streamlining client-centric operations.

Improve your financial literacy with dedicated educational content, such as insights into Cash Burn, empowering you to understand the implications of key financial indicators.

Adapt Fintrack to your global needs with multi-currency support and personalize your experience with customizable UI themes, ensuring a comfortable and relevant environment.

Generate professional PDF reports of your financial data, facilitating easy sharing, record-keeping, and external reporting requirements.

Stay informed about important financial events, threshold breaches, or key milestones with an integrated alert and notification system.

A guided onboarding process ensures a smooth start, complemented by accessible help and support resources within the application.

Fintrack is built with a modern, scalable, and developer-friendly technology stack:

To get a local copy of Fintrack up and running, follow these simple steps.

Ensure you have the following software installed on your machine:

• Node.js: v18.x or higher (LTS recommended)
• npm (Node Package Manager) or Yarn or pnpm: Comes bundled with Node.js

1. Clone the repository:

   git clone https://github.com/your-username/fintrack.git
   cd fintrack

   Note: Replace your-username/fintrack.git with the actual repository URL

2. Install dependencies:

   Using npm:

   npm install

   Using Yarn:

   yarn install

   Using pnpm:

   pnpm install

3. Configure Firebase (Optional but Recommended):

   Fintrack uses Firebase for backend services. To enable full functionality:

   • Create a new project in the Firebase Console
   • Set up a Web App within your Firebase project
   • Copy your Firebase configuration (API Key, Project ID, etc.)
   • Create a .env file in the root directory of your project and add your Firebase credentials:

   VITE_FIREBASE_API_KEY="YOUR_API_KEY"
   VITE_FIREBASE_AUTH_DOMAIN="YOUR_AUTH_DOMAIN"
   VITE_FIREBASE_PROJECT_ID="YOUR_PROJECT_ID"
   VITE_FIREBASE_STORAGE_BUCKET="YOUR_STORAGE_BUCKET"
   VITE_FIREBASE_MESSAGING_SENDER_ID="YOUR_MESSAGING_SENDER_ID"
   VITE_FIREBASE_APP_ID="YOUR_APP_ID"
   VITE_FIREBASE_MEASUREMENT_ID="YOUR_MEASUREMENT_ID"

   Refer to the Firebase documentation for setting up Firestore database rules or authentication methods if needed for specific features.

Once the dependencies are installed and Firebase is configured (if applicable), you can run the application in development mode:

To start the development server:

npm run dev
# or
yarn dev
# or
pnpm dev

This will typically start the application on http://localhost:5173 (or another port if 5173 is in use). Open your web browser and navigate to this URL to access Fintrack.

For seeding initial transaction data (useful for development and testing):

node scripts/seed-transactions.js

Note: Ensure your Firebase setup (especially Firestore) is ready to accept data from this script.

Contributions are what make the open-source community such an amazing place to learn, inspire, and create. Any contributions you make are greatly appreciated.

If you have a suggestion that would make this better, please fork the repo and create a pull request. You can also simply open an issue with the tag "enhancement".

1. Fork the Project
2. Create your Feature Branch (git checkout -b feature/AmazingFeature)
3. Commit your Changes (git commit -m 'Add some AmazingFeature')
4. Push to the Branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

Distributed under the MIT License. See LICENSE for more information.