FinanceFlow

A comprehensive financial management platform for loans, insurance, and investment portfolios

🌟 Features

• 🔐 User Authentication - Secure login and registration
• 💰 Loan Management - Apply for loans, track status, generate PDFs
• 🛡️ Insurance Services - Get quotes and compare providers
• 📊 Portfolio Management - Track financial assets with interactive charts
• 👤 Profile Management - Update personal info and view history
• 🧑‍💼 Admin Dashboard - Manage users and view statistics

🛠️ Technology Stack

Frontend
Backend
DevOps

📋 Prerequisites

• Node.js (v14+)
• MongoDB (local or Atlas)
• npm or yarn

🚀 Installation

Clone the repository

git clone <repository-url>
cd FinanceFlow

Install dependencies

# Install client dependencies
cd client
npm install

# Install server dependencies
cd ../server
npm install

Set up environment variables

Create a .env file in the server directory with the following variables:

MONGODB_URI=your_mongodb_connection_string
JWT_SECRET=your_jwt_secret
PORT=3000
EMAIL_USER=your_email_for_sending_notifications
EMAIL_PASSWORD=your_email_password

Run the application

# Run server
cd server
npm run dev

# Run client (in a new terminal)
cd client
npm run dev

📁 Project Structure

FinanceFlow/
├── client/                 # Frontend React application
│   ├── src/
│   │   ├── assets/         # Images and SVGs
│   │   ├── components/     # Reusable UI components
│   │   ├── context/        # React context for state management
│   │   ├── layout/         # Page layouts
│   │   ├── lib/            # Utility functions
│   │   ├── pages/          # Main application pages
│   │   └── utils/          # Helper functions
│   └── ...
│
└── server/                 # Backend Node.js application
    ├── controllers/        # Request handlers
    ├── data/               # Static data
    ├── middleware/         # Express middleware
    ├── model/              # Mongoose models
    ├── public/             # Static files and uploads
    ├── routes/             # API routes
    ├── scripts/            # Database seeding scripts
    ├── utils/              # Utility functions
    └── index.js            # Entry point

🔒 Authentication

The application uses JWT-based authentication with secure HTTP-only cookies for maintaining user sessions. User passwords are securely hashed using bcrypt before storage.

📱 Responsive Design

The application is fully responsive and works on devices of all sizes, from mobile phones to desktop computers.

🤝 Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

📄 License

This project is licensed under the terms found in the LICENSE file in the root directory.