💰 MoneyCount

A full-stack personal finance management application that helps you track your income and expenses, categorize transactions, and visualize your spending patterns.

📋 Table of Contents

• Features
• Tech Stack
• Prerequisites
• Installation
• Configuration
• Running the Application
• Project Structure
• API Documentation
• Contributing
• License

✨ Features

• User Authentication & Authorization

  • Secure user registration and login
  • Cookie-based authentication
  • Role-based access control (Admin/User)
  • Password requirements enforcement

• Transaction Management

  • Add, edit, view, and delete financial transactions
  • Track transaction date, amount, description
  • Categorize transactions for better organization
  • Soft delete functionality

• Category Management

  • Create custom categories for transactions
  • Upload and manage category icons
  • Edit and delete categories
  • User-specific categories

• Statistics & Visualization

  • View spending patterns with charts
  • Date range filtering for analytics
  • Visual insights into financial data

• Admin Panel

  • User management dashboard
  • View all registered users
  • Monitor user activity

🛠 Tech Stack

Backend

• Framework: ASP.NET Core 8.0
• Database: SQL Server (LocalDB)
• ORM: Entity Framework Core 9.0
• Authentication: ASP.NET Core Identity with Cookie Authentication
• API Documentation: Swagger/OpenAPI
• Mapping: AutoMapper

Frontend

• Framework: React 18.3
• Build Tool: Vite 6.0
• UI Framework: Bootstrap 5.3 + React Bootstrap
• Routing: React Router DOM 6.28
• Charts: Chart.js 4.4
• Date Handling: Moment.js + DateRangePicker
• HTTP Client: Fetch API

📦 Prerequisites

Before you begin, ensure you have the following installed:

• Backend:

  • .NET 8.0 SDK
  • SQL Server LocalDB or SQL Server

• Frontend:

  • Node.js (v16 or higher)
  • npm or yarn package manager

• Tools:

  • Git
  • Visual Studio 2022, VS Code, or any preferred IDE

🚀 Installation

1. Clone the Repository

git clone https://github.com/kras2v/MoneyCount.git
cd MoneyCount

2. Backend Setup

cd money-count-backend

# Restore NuGet packages
dotnet restore

# Update database with migrations
dotnet ef database update

3. Frontend Setup

cd money-count-frontend

# Install dependencies
npm install

⚙️ Configuration

Backend Configuration

1. Database Connection

   Update appsettings.json or appsettings.Development.json in the money-count-backend directory:

   {
     "ConnectionStrings": {
       "SqlServerConnection": "Server=(localdb)\\MSSQLLocalDB;Database=aspnet-PaymentAPI;Trusted_Connection=True;MultipleActiveResultSets=True"
     }
   }

2. CORS Settings

   The backend is configured to allow requests from http://localhost:5173 (default Vite dev server). Modify in Program.cs if needed:

   builder.Services.AddCors(opt => opt.AddPolicy("AllowFrontend",
       p => p.WithOrigins("http://localhost:5173")
           .AllowAnyMethod()
           .AllowAnyHeader()
           .AllowCredentials()));

3. Identity Configuration

   Password requirements and lockout settings are configured in Program.cs. Adjust as needed:

   • Minimum password length: 6 characters
   • Requires digit, non-alphanumeric, and uppercase
   • Lockout: 5 failed attempts = 5-minute lockout

Frontend Configuration

Create a .env file in the money-count-frontend directory:

VITE_REACT_APP_API_URL=http://localhost:5000/api/

Update the URL to match your backend server address.

🏃 Running the Application

Start the Backend

cd money-count-backend
dotnet run

The API will be available at http://localhost:5000 (or the port specified in launchSettings.json).

Access Swagger documentation at: http://localhost:5000/swagger (in development mode)

Start the Frontend

cd money-count-frontend
npm run dev

The application will be available at http://localhost:5173.

Building for Production

Backend:

cd money-count-backend
dotnet publish -c Release

Frontend:

cd money-count-frontend
npm run build

The production build will be in the dist folder.

📁 Project Structure

MoneyCount/
├── money-count-backend/          # ASP.NET Core API
│   ├── Controllers/              # API Controllers
│   │   ├── AccountController.cs  # Authentication & user management
│   │   ├── CategoryController.cs # Category CRUD operations
│   │   └── TransactionController.cs # Transaction CRUD operations
│   ├── Data/                     # Database context and migrations
│   │   └── MoneyCountDbContext.cs
│   ├── Entities/                 # Database models
│   │   ├── User.cs
│   │   ├── Category.cs
│   │   └── Transaction.cs
│   ├── Models/                   # DTOs and view models
│   ├── MappingProfiles.cs        # AutoMapper configuration
│   └── Program.cs                # Application entry point
│
├── money-count-frontend/         # React application
│   ├── src/
│   │   ├── components/           # Reusable React components
│   │   │   ├── auth/             # Authentication components
│   │   │   ├── category/         # Category components
│   │   │   ├── transaction/      # Transaction components
│   │   │   └── protected-routes.jsx # Route protection
│   │   ├── pages/                # Page components
│   │   │   ├── authentication/   # Login & register pages
│   │   │   ├── users/            # User & admin pages
│   │   │   ├── categories.jsx    # Category management
│   │   │   ├── transactions.jsx  # Transaction management
│   │   │   └── statistics.jsx    # Analytics dashboard
│   │   ├── App.jsx               # Main app component
│   │   └── main.jsx              # Application entry point
│   ├── public/                   # Static assets
│   ├── index.html                # HTML template
│   ├── vite.config.js            # Vite configuration
│   └── package.json              # Dependencies
│
└── README.md                     # This file

📖 API Documentation

Authentication Endpoints

Method	Endpoint	Description	Auth Required
POST	/api/account/register	Register a new user	No
POST	/api/account/login	Login user	No
POST	/api/account/logout	Logout user	Yes
GET	/api/account/checkuser	Check if user is authenticated	Yes
GET	/api/account/admin	Access admin panel	Yes (Admin)

Transaction Endpoints

Method	Endpoint	Description	Auth Required
GET	/api/transactions	Get paginated transactions	Yes
GET	/api/transactions/get-all-transactions	Get all transactions	Yes
GET	/api/transactions/{id}	Get specific transaction	Yes
POST	/api/transactions	Create new transaction	Yes
POST	/api/transactions/post-transactions	Bulk create transactions	Yes
PUT	/api/transactions	Update transaction	Yes
DELETE	/api/transactions	Delete transaction	Yes

Category Endpoints

Method	Endpoint	Description	Auth Required
GET	/api/categories	Get all categories	Yes
GET	/api/categories/{id}	Get specific category	Yes
POST	/api/categories	Create new category	Yes
POST	/api/categories/upload-category-icon	Upload category icon	Yes
PUT	/api/categories	Update category	Yes
DELETE	/api/categories	Delete category	Yes

🤝 Contributing

Contributions are welcome! Please follow these steps:

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add some amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

Development Guidelines

• Follow existing code style and conventions
• Write meaningful commit messages
• Update documentation as needed
• Test your changes thoroughly before submitting

👨‍💻 Author

kras2v

• GitHub: @kras2v

🙏 Acknowledgments

• Chart.js for data visualization
• React Bootstrap for UI components
• ASP.NET Core Identity for authentication

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Note: This application is designed for personal use. Always keep your database credentials and sensitive configuration secure.