A Modern Personal Finance Dashboard
Track your expenses, manage investments, and take control of your financial goals — all in one place.
WealthFlow is a modern full-stack financial management platform designed to simplify how you handle your money.
From tracking your daily expenses to planning long-term investments, WealthFlow offers a seamless experience to help you stay financially organized and make smarter decisions.
Built with a scalable architecture and a clean, intuitive interface, the platform allows users to manage income, expenses, budgets, and investments — all in one secure and responsive dashboard.
Its goal is to provide clarity, insights, and automation to your personal finance journey through interactive analytics and smart recommendations.
Whether you’re a student managing monthly budgets, a professional tracking investments, or someone looking to improve savings habits — WealthFlow gives you the tools and insights you need to stay in control of your finances.
- 🔐 User Authentication – Secure login & registration system
- 💰 Expense Tracker – Track and categorize your daily expenses
- 📈 Income Overview – Visualize your income flow over time
- 📊 Budget Management – Set monthly spending limits
- 💹 Investment Suggestions – Get portfolio and mutual fund insights
- 🧠 AI-based Recommendations (coming soon)
- 📱 Responsive UI – Optimized for mobile and desktop
- ☁️ REST API Integration – Robust and secure backend APIs
# Clone the frontend repository
git clone https://github.com/samarthdadhaniya/wealthflow.git
cd wealthflow
# Install dependencies
npm install
# Create an environment file
cp .env.example .env
# Example:
# VITE_API_BASE_URL=http://localhost:8080/api
# Start development server
npm run dev
App runs at http://localhost:5173# Clone the backend repository
git clone https://github.com/samarthdadhaniya/wealthflow-api.git
cd wealthflow-api
# Configure Database Connection
# Edit src/main/resources/application.properties
spring.datasource.url=jdbc:postgresql://localhost:5432/wealthflow
spring.datasource.username=yourusername
spring.datasource.password=yourpassword
spring.jpa.hibernate.ddl-auto=update
# Run the backend server
./mvnw spring-boot:run
API runs at http://localhost:8080
Method Endpoint Description
POST /api/auth/register Register a new user
POST /api/auth/login Authenticate and receive JWT
GET /api/users/me Fetch logged-in user profile
GET /api/transactions Get all user transactions
POST /api/transactions Add a new transaction
PUT /api/transactions/{id} Update a transaction
DELETE /api/transactions/{id} Delete a transaction
GET /api/budgets Get user budgets
POST /api/suggestions Get investment suggestions
🧭 Project Structure
WealthFlow/
│
├── frontend/ (React + Vite)
│ ├── src/
│ ├── public/
│ ├── package.json
│ ├── vite.config.ts
│ └── tailwind.config.ts
│
└── backend/ (Spring Boot API)
├── src/main/java/com/wealthflow/
├── src/main/resources/
├── pom.xml
└── application.properties
• Financial goal tracking
• Advanced analytics & visual reports
• AI-based financial advisor
• Multi-currency support
• PDF/Excel export
• Notifications & reminders
• Mobile version (React Native/Flutter)
• Unit & integration testing
Contributions are welcome!
1. Fork this repository
2. Create a new branch:
git checkout -b feature/your-feature-name
3. Commit your changes:
git commit -m "feat: add new feature"
4. Push to your branch:
git push origin feature/your-feature-name
5. Open a Pull Request 🚀
Samarth Dadhaniya Java Full Stack Developer | Java + SpringBoot