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A personal finance tracker for managing income and expenses, visualizing spending, and reviewing transactions through an interactive dashboard with data export and persistent light and dark themes.

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Flow Ledger

A modern personal-finance tracker for recording income and expenses, reviewing spending habits, and exploring financial summaries through a clean, fintech-inspired interface.

Live demo

Features

  • Record and manage income and expense entries
  • Review transaction history and financial summaries
  • Visualize financial activity with dashboard charts
  • Manage account/profile information and profile-picture uploads
  • Export financial reports to Excel
  • Responsive React interface
  • Light and dark themes with a persistent theme toggle
  • Focused form, navigation, chart, and card styling across themes

Availability of account, persistence, upload, and reporting features depends on the configured backend and external services.

Tech stack

Frontend

  • React 18
  • Vite
  • React Router
  • Tailwind CSS / project styling
  • Charting library for financial visualizations

Backend

  • Node.js and Express
  • MongoDB and Mongoose
  • Authentication and profile management
  • File upload support

Repository layout

Flow-Ledger/
├── frontend/   # React + Vite user interface
├── backend/    # Express API and data models
└── package.json

Getting started

Requirements: Node.js, npm, and a MongoDB database.

git clone https://github.com/PrithwishDas101/Flow-Ledger.git
cd Flow-Ledger
npm install

The root scripts install nested dependencies and build the frontend. For local development, install and run each application from its own directory:

cd backend
npm install
npm run dev

In another terminal:

cd frontend
npm install
npm run dev

Confirm the available scripts in each nested package.json and set the frontend API base URL to the local backend.

Environment variables

Configure the backend's MongoDB connection, authentication settings, port, and any upload-provider credentials used by the code. Configure the frontend with the API URL and any public configuration it requires. Use the exact variable names referenced in the project's configuration files; never commit secrets.

Theme and accessibility

The interface includes a persistent light/dark theme preference and consistent theme tokens for navigation, cards, forms, and charts. When changing components, ensure text, focus indicators, and interactive states remain legible in both themes.

Deployment

The live demo is hosted at flow-ledger.onrender.com. For self-hosting, deploy the frontend and API with matching environment settings, allow the frontend origin in CORS, and provision the database and any upload service before enabling production traffic.


Built by Prithwish Das.

About

A personal finance tracker for managing income and expenses, visualizing spending, and reviewing transactions through an interactive dashboard with data export and persistent light and dark themes.

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