💰 FinSight

Track. Analyze. Optimize.

FinSight is a real-time personal finance management platform built using a microservices architecture. It enables users to securely manage transactions, monitor budgets, visualize spending patterns, and receive intelligent financial insights through live analytics.

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🚀 Features

🔐 Authentication

• JWT-based Authentication
• User Registration & Login
• Protected Routes

💳 Transaction Management

• Add, Edit & Delete Transactions
• Income & Expense Tracking
• Real-time Dashboard Updates
• Input Validation
• CSV Export

📊 Analytics Dashboard

• Net Savings
• Total Income
• Total Spending
• Transaction Count
• Spending Breakdown (Pie Chart)
• Monthly Trends
• Top Spending Categories

🎯 Budget Management

• Create Monthly Budgets
• Live Budget Utilization
• Overspending Detection
• Budget Progress Tracking

🔔 Financial Alerts

Automatically generated insights such as:

• Budget exceeded
• Budget nearing limit
• High spending alerts
• Largest expense
• Top spending category
• Healthy savings rate
• Negative balance detection

Alerts automatically disappear once the condition is no longer true.

⚡ Real-Time Updates

• Kafka Event Streaming
• Socket.IO Live Dashboard Updates
• Redis Cache Invalidation
• Instant Analytics Refresh

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🏗 Architecture

                    React Frontend
                           │
                           │
                   API Requests (JWT)
                           │
        ┌──────────────────┴─────────────────┐
        │                                    │
 Authentication Service          Analytics Service
        │                                    │
        │                                    │
 PostgreSQL Database                 Redis Cache
        │
        │
 Kafka Producer  ─────────────► Kafka Consumer
                           │
                           ▼
                  Analytics Processing

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🛠 Tech Stack

Frontend

• React
• React Router
• Axios
• Tailwind CSS
• Framer Motion
• Recharts
• Socket.IO Client

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Backend

• Node.js
• Express.js
• PostgreSQL
• Redis
• Apache Kafka
• Socket.IO
• JWT Authentication

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DevOps

• Docker
• Docker Compose

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📂 Project Structure

ledger-system/

│
├── dashboard/
│   └── React Frontend
│
├── services/
│   ├── auth-service/
│   ├── transaction-service/
│   └── analytics-service/
│
├── packages/
│
├── infra/
│
├── docker-compose.yaml
│
└── README.md

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⚙ Microservices

Authentication Service

Responsible for:

• User Registration
• Login
• JWT Token Generation
• Authorization Middleware

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Transaction Service

Responsible for:

• CRUD Transactions
• Publishing Kafka Events
• Transaction Validation

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Analytics Service

Responsible for:

• Dashboard Analytics
• Budget Analysis
• Financial Alerts
• Charts
• Redis Caching
• Kafka Consumer
• Real-time Updates

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⚡ Event-Driven Architecture

Whenever a transaction is created:

Transaction Created
        │
        ▼
Kafka Producer
        │
        ▼
Kafka Topic
        │
        ▼
Analytics Consumer
        │
        ▼
Update Analytics
        │
        ▼
Clear Redis Cache
        │
        ▼
Socket.IO Broadcast
        │
        ▼
Frontend Updates Instantly

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📈 Dashboard

The dashboard provides:

• Net Savings
• Total Income
• Total Spending
• Total Transactions
• Spending Distribution
• Recent Transactions
• Budget Status
• Financial Alerts

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🔔 Smart Financial Alerts

FinSight continuously evaluates financial data and generates contextual alerts, including:

• Budget utilization above 80%
• Budget exceeded
• Largest recorded expense
• Negative account balance
• Spending exceeding 90% of income
• Highest spending category
• Strong savings performance

Alerts are generated dynamically based on the user's latest financial activity.

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🔐 Security

• JWT Authentication
• Protected REST APIs
• User-specific Data Isolation
• Input Validation
• Secure Password Hashing

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🚀 Running Locally

Clone Repository

git clone https://github.com/<your-username>/FinSight.git

Install Dependencies

npm install

Start Docker Services

docker compose up

Start Backend Services

npm run dev

Start Frontend

cd dashboard
npm install
npm run dev

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🎯 Future Improvements

• AI-powered financial advisor
• OCR receipt scanning
• Email notifications
• Mobile application
• Multi-currency support
• Predictive spending analytics