Savvy

Savvy is a personal finance app that helps you track your expenses, create budgets, and achieve your financial goals.

What Savvy Does

Savvy is a comprehensive personal finance application designed to empower users to manage their financial lives effectively. Here’s a breakdown of its core functionalities:

• Financial Dashboard: Upon logging in, users are greeted with a dashboard that provides a high-level overview of their financial health, including account balances, recent transactions, and progress towards their goals.

• Expense and Income Tracking: Users can log their daily transactions, categorizing them to understand their spending habits. This feature provides a clear picture of where their money is going each month.

• Budget Creation and Management: Savvy allows users to set monthly budgets for different spending categories. The app tracks spending against these budgets in real-time, helping users to avoid overspending.

• Goal Setting: Whether it's saving for a vacation, a down payment on a house, or an emergency fund, users can set financial goals and track their progress.

• Micro-investing: Savvy includes a feature that rounds up users' daily purchases to the nearest dollar and invests the spare change, making investing accessible and automatic.

• Personalized Suggestions: Based on a user's spending habits and financial goals, Savvy provides personalized suggestions to help them save money and make smarter financial decisions.

Features

• Dashboard: Get a quick overview of your financial health.
• Transactions: Track your income and expenses.
• Budgets: Create budgets to manage your spending.
• Goals: Set financial goals and track your progress.
• Micro-investing: Invest your spare change.
• Suggestions: Get personalized suggestions to improve your finances.

Tech Stack

• Frontend: React, React Router, Chart.js, React Chart.js 2
• Backend: Node.js, Express, SQLite, bcrypt, JWT

Getting Started

To get a local copy up and running, follow these simple steps.

Prerequisites

• npm

  npm install npm@latest -g

Installation

1. Clone the repo

   git clone https://github.com/stanmouDev/savvy-app.git

2. Install NPM packages for the client

   cd savvy-app
   npm install

3. Install NPM packages for the server

   cd server
   npm install

4. Start the client

   cd ..
   npm start

5. Start the server

   cd server
   node server.js