Finanzas — Personal Finance Manager

A full-stack personal finance management application. Track income, expenses, recurring transactions, and organize your money into custom wallets with automatic rule-based assignment.

Features

• Authentication — JWT-based auth with access + refresh tokens, secure password hashing
• Dashboard — Monthly overview of income, expenses, and balance at a glance
• Income & Expenses — Full CRUD with monthly trend charts, category breakdown (pie chart), paginated history, highest/lowest transaction highlights, and CSV/Excel export scoped to the active period and category filter
• Categories — Global (shared) and personal categories, with per-user preferences to hide categories or assign custom colors without affecting other users
• Recurring Transactions — Automate regular income/expenses (daily, weekly, biweekly, monthly, yearly) with optional auto-execution or manual confirmation
• Wallets — Organize transactions into custom groupings, either manually or automatically via rules (by category, transaction type, keyword, date range, or amount range)
• Dark mode — Full light/dark theme support
• Responsive design — Collapsible sidebar on desktop, bottom navigation on mobile

Tech Stack

Backend

• FastAPI + SQLModel + PostgreSQL
• Alembic for migrations
• Docker Compose for local development
• JWT authentication (access + refresh, with refresh token rotation and SHA-256 hashing)
• bcrypt for password hashing
• openpyxl for Excel (XLSX) export Frontend
• React + TypeScript + Vite
• Tailwind CSS v4
• Zustand (transaction state) + Context API (auth, theme)
• Recharts for data visualization
• React Router + Axios (with automatic token refresh)

Getting Started

Prerequisites

• Docker and Docker Compose

Setup

1. Clone the repository:

   git clone <repo-url>
   cd <repo-name>

2. Create your .env file at the project root (see .env.example for required variables: database credentials, JWT secret, token expiration settings).
3. Start all services:

   docker compose -f docker/docker-compose.yml up --build

4. Seed the global categories (recommended, so new accounts have categories to work with right away):

   docker compose exec backend python -m app.scripts.seed_categories

5. Open the app:
   • Frontend: http://localhost:3000
   • Backend API docs (Swagger): http://localhost:8000/docs

Project Structure

├── backend/          # FastAPI application (models, routes, services, migrations)
├── frontend/          # React + TypeScript application
└── docker/            # Docker Compose and Dockerfiles

Running Tests

License