Build a Personal Finance Management and Investment Tracker

Managing personal finances manually or through spreadsheets is inefficient and prone to errors. People often lose track of budgets, expenses, or investment returns. A central platform for budgeting, expense tracking, and investment monitoring empowers individuals to make better financial decisions.

Create a smart dashboard where users can set budgets, record expenses, monitor cash flows, set financial goals (like saving for a car or a trip), and track their investment portfolios (stocks, crypto, mutual funds) with real-time insights.

Users create accounts, set budgets, record daily expenses, update incomes, and track their financial status. Investment modules allow users to manually or automatically update stock, crypto, or fund holdings and see returns, gains, and losses in one dashboard.

• Users register and configure monthly income, fixed expenses, variable expenses, and financial goals.
• Log transactions manually or sync with bank APIs (optional) to auto-import expenses and income data.
• Track investment portfolios by entering stocks, ETFs, crypto holdings, or linking to live market APIs for real-time updates.
• Dashboard visualizes spending vs. savings, budget adherence, and investment performance graphs monthly or yearly.
• Send alerts for overspending, low savings rates, and missed investment goals to encourage proactive actions.

• Building a Personal Finance App with React and Node
• Yahoo Finance API Documentation
• CoinGecko API for Crypto Price Tracking
• Firebase Notification Integration
• MongoDB Data Model for Financial Apps
• React-Chartjs-2 Library for Charting