Finance Planner Web Application
Senior Design Project – Heitor Buscariolo
Overview
This project is a full-stack financial planning web application designed to help users track income and expenses, analyze spending behavior, and make informed financial decisions.
Unlike basic finance trackers, this application integrates budgeting, financial health analysis, and debt planning into a single system.
Problem
Many financial tools focus only on recording transactions without providing meaningful insights. Users often lack visibility into their financial habits and struggle to improve them.
Solution
This application combines tracking, analysis, and planning into a unified platform. Users can monitor transactions, set budgets, analyze trends, and simulate debt repayment strategies.
Technologies Used
- React (Frontend)
- Flask (Backend)
- SQLite (Database)
- Chart.js (Data Visualization)
- JWT Authentication
- REST APIs
System Architecture
The application follows a full-stack architecture. The React frontend communicates with the Flask backend through REST APIs. The backend processes requests, interacts with the database, and returns JSON responses.
Flow: Frontend → API → Backend → Database
Features
- Transaction tracking (income and expenses)
- Budget management with real-time feedback
- Financial health analysis (savings rate, expense ratio)
- Interactive dashboards and charts
- Reports with filtering by date and year
- Debt payoff planner using amortization formula
- Secure authentication with JWT
Milestones
- Database design and implementation
- Backend API development with Flask
- Frontend development using React
- Frontend-backend integration
- JWT authentication implementation
- Data visualization with Chart.js
- Budget and analytics features
- Debt payoff planner implementation
- Debugging and fixing date issues
Challenges
One major challenge was handling date consistency due to timezone differences, which caused incorrect dates to be stored. This required careful adjustments in both frontend and backend handling.
Final Results
The application successfully integrates financial tracking, analysis, and planning into one system. Users can monitor financial health, analyze trends, and make better financial decisions.
Future Work
- Cloud database integration (PostgreSQL)
- Mobile responsiveness improvements
- AI-based financial insights
- Multi-user support
Application Interface
Below are screenshots of the application interface demonstrating key features of the system.
Dashboard Overview
Main Menu Overview
Reports Page Overview
