TrueBalance - Your Personal Finance Manager App

Overview

TrueBalance is a clean, responsive, and powerful full-stack personal finance manager application designed to help you effortlessly track expenses, monitor income, and visualize your financial health with intuitive analytics. Built with modern web technologies, it provides a robust foundation for managing your money.

Live Demo

Experience TrueBalance in action: https://true-balance-m2dq.vercel.app/

Features

• Comprehensive Dashboard: Get an at-a-glance overview of your financial health with real-time charts displaying income, expenses, and savings.
• Easy Transaction Management: Quickly add and categorize your financial transactions to maintain accurate records.
• Powerful Analytics: Visualize your spending habits and financial trends through dynamic charts and graphs.
• Clean & Modular Codebase: Designed for clarity and extensibility, making it easy to understand, customize, and build upon.
• Fully Responsive UI: Enjoy a seamless user experience across all devices, from desktop computers to mobile phones.

Tech Stack

TrueBalance is built with a modern and robust technology stack:

• Frontend & Backend (Next.js App Router):
  • Next.js (React Framework with App Router for both frontend and API routes)
  • TypeScript
  • Tailwind CSS (for styling)
  • Recharts (for data visualization)
• Database:
  • MongoDB (NoSQL database)

Getting Started

Follow these steps to set up and run TrueBalance locally, or deploy it to Vercel.

Prerequisites

Before you begin, ensure you have the following installed:

• Node.js (LTS version recommended)
• npm (comes with Node.js) or Yarn
• MongoDB (Community Server for local development, or a cloud-based service like MongoDB Atlas)
• Git

Installation

1. Clone the repository:

   git clone [https://github.com/your-username/TrueBalance.git](https://github.com/your-username/TrueBalance.git) # Replace with your actual repo URL
   cd TrueBalance

2. Install dependencies:

   npm install # or yarn install

3. Configure Environment Variables:

   • Create a .env file in the root directory of your project (i.e., TrueBalance/.env).
   • Add your MongoDB connection string:

     MONGO_URI=your_mongodb_connection_string
     

     (Replace your_mongodb_connection_string with your actual MongoDB URI, e.g., mongodb://localhost:27017/truebalance for local or an Atlas connection string.)

Running Locally

1. Start the MongoDB server: Ensure your MongoDB instance is running. If using local MongoDB, start it via your preferred method (e.g., mongod in your terminal).

2. Start the Next.js development server:

   npm run dev # or yarn dev

   The application will typically open in your browser at http://localhost:3000. Next.js handles both the frontend and API routes from this single command.

Deployment to Vercel

TrueBalance is optimized for deployment on Vercel.

1. Connect your GitHub repository to Vercel:
   • Go to Vercel and log in.
   • Click "New Project" and import your TrueBalance GitHub repository.
2. Configure Environment Variables on Vercel:
   • In your Vercel project settings, go to "Environment Variables."
   • Add MONGO_URI with your production MongoDB connection string (e.g., from MongoDB Atlas).
3. Deploy:
   • Vercel will automatically detect the Next.js project and deploy your application. No special root directory adjustments are typically needed for standard Next.js App Router projects.

What You Get

Upon purchasing TrueBalance, you will receive:

• Full Source Code: Complete frontend and backend code for the TrueBalance application.
• Comprehensive Setup Guide: Detailed instructions for setting up the project locally and deploying it to Vercel.
• Responsive UI: A mobile-friendly and adaptive layout that looks great on any device.
• Lifetime Updates: Access to all future updates, enhancements, and bug fixes for the project.

Who It's For

This project is ideal for:

• Developers: Those looking to build or integrate a personal finance management tool.
• Indie Hackers: Entrepreneurs aiming to launch MVPs (Minimum Viable Products) quickly.
• Students: Individuals learning full-stack project structure with Next.js, TypeScript, Tailwind CSS, and MongoDB.

Important Note

This version of TrueBalance does not include user authentication. It is designed for personal use, demo purposes, or as a starting point for projects where you plan to implement authentication separately.

License

This project is open-sourced under the MIT License. You are free to use, modify, and distribute the code, provided you include the original copyright and license notice.