FinSight is a premium, full-stack financial management platform designed to provide users with a real-time, AI-powered overview of their net worth, spending habits, and investment portfolio.
Live Demo: https://finsight-frontend-mffn.onrender.com
- Net Worth Tracking: Real-time calculation of assets minus liabilities.
- Visual Analytics: Interactive charts (Area & Bar) for monthly income vs. expenses.
- AI Forecasting: Predictive insights into end-of-month balances based on spending velocity.
- Manual Logging: Easy entry for income and expenses.
- OCR Receipt Scanning: Extract transaction data automatically from images (Powered by Tesseract.js).
- Categorization: Automatic grouping of expenses (Food, Housing, Entertainment, etc.).
- Asset Allocation: Track Mutual Funds, Stocks, Bank Balances, and more.
- SIP Automation: Schedule and track Systematic Investment Plans with automatic transaction logging.
- Return Analysis: Visual tracking of invested vs. current value with percentage gain/loss.
- Natural Language Querying: Ask questions like "How much did I spend on food this month?" or "What's my biggest expense?"
- Local Analysis: High-performance financial engine that analyzes your data without needing external tokens.
- Dynamic Dark Mode: Sleek, glassmorphic interface optimized for low-light environments.
- Mobile First: Fully responsive design that works flawlessly on Phones, Tablets, and Desktops.
- React 19 (Vite)
- Tailwind CSS (Styling)
- Framer Motion (Animations)
- Recharts (Data Visualization)
- Zustand (State Management)
- Node.js & Express
- MongoDB & Mongoose (Database)
- JWT & Bcryptjs (Secure Authentication)
- Node-Cron (SIP Automation)
- Node.js installed
- MongoDB Atlas account (or local MongoDB)
git clone https://github.com/AyushKhaitan1/FinSight.git
cd FinSightcd backend
npm install
# Create a .env file with:
# PORT=5001
# MONGODB_URI=your_mongodb_uri
# JWT_SECRET=your_secret
npm run devcd ../frontend
npm install
# Update services/api.ts to point to http://localhost:5001/api/v1
npm run dev- Root Directory:
backend - Build Command:
npm install && npm run build - Start Command:
npm start - Environment Variables:
MONGODB_URI,JWT_SECRET,PORT=10000
- Root Directory:
frontend - Build Command:
npm install && npm run build - Publish Directory:
dist - Environment Variables:
VITE_API_URL(Link to your live backend)
- JWT Bearer Authentication: All private routes are protected by robust middleware.
- CORS Lockdown: Backend strictly restricted to authorized frontend origins.
- Helmet.js: Implementation of security headers to prevent common web vulnerabilities.
Feel free to fork this project and submit pull requests. For major changes, please open an issue first to discuss what you would like to change.
Created with ❤️ by Ayush Khaitan.