Finance Management System

Overview

The Finance Management System is a web-based application built with Spring Boot. It is designed to help users effectively manage their finances by tracking income, expenses, budgets, and financial goals. The system is robust, scalable, and user-friendly, catering to individual users or businesses.

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Features

• User Management:

  • Registration, login, and secure authentication.
  • Role-based access control.

• Expense Tracking:

  • Categorize and track expenses over time.
  • Add, update, and delete expense entries.

• Income Management:

  • Record and monitor income sources.
  • Generate monthly income reports.

• Budgeting:

  • Set budgets for specific categories.
  • Visual feedback on budget utilization.

• Financial Goals:

  • Create and track progress toward financial goals.
  • Notifications for goal milestones.

• Analytics & Reports:

  • Charts and summaries for financial insights.
  • Export reports to CSV or PDF formats.

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Technology Stack

• Backend: Spring Boot
  • Spring MVC
  • Spring Data JPA
  • Spring Security
• Database: MySQL (or other compatible relational database)
• Frontend: HTML, CSS, JavaScript (or integrate with frameworks like Angular/React)
• Build Tool: Maven
• Testing: JUnit, Mockito

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Prerequisites

To run this project locally, ensure you have the following installed:

• Java 17 (or compatible version)
• Maven 3.8+
• MySQL Server (or any configured database)
• IDE with Spring Boot support (e.g., IntelliJ IDEA, Eclipse)

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Installation

1. Clone the Repository

git clone https://github.com/your-username/finance-management-system.git
cd finance-management-system

2. Configure the Database

• Update the application.properties file in the src/main/resources directory:

spring.datasource.url=jdbc:mysql://localhost:3306/finance_db
spring.datasource.username=your_username
spring.datasource.password=your_password
spring.jpa.hibernate.ddl-auto=update

3. Build and Run the Project

mvn clean install
mvn spring-boot:run

• Access the application at: http://localhost:8080

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Usage

1. Register an account or log in using default admin credentials:

   • Username: admin
   • Password: admin123

2. Start managing finances:

   • Add income and expenses.
   • Set budgets and track progress.
   • View analytics and download reports.

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Folder Structure

• src/main/java: Contains application source code.
  • controllers: Handles API endpoints.
  • services: Contains business logic.
  • repositories: Handles database operations.
  • models: Represents entities and data structures.
• src/main/resources: Contains configuration files.
  • application.properties: Configurations for the Spring Boot application.
  • templates: HTML templates for the web interface (if applicable).
• src/test: Contains unit and integration tests.

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Future Enhancements

• Integration with third-party APIs (e.g., for currency conversion).
• Mobile app support.
• Real-time notifications and reminders.
• AI-based financial recommendations.

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Contributing

Contributions are welcome! Follow these steps:

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

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