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Finance Tracker

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Description

This project is a finance tracker that allows users to create user accounts, and create, update, and delete financial accounts. It currently handles bank accounts, mortgages, car loans, miscellaneous loans, credit cards, 401Ks, IRAs, CDs, and brokerage accounts. It does not keep track of account numbers, just various monetary values and percentages. It was created using HTML, CSS, JavaScript, Node.js, Express.js, Handlebars.js, MySQL, BCrypt, Sequelize, and Sequelize Session.

Screenshots

Landing page
Langind page
Login page Signup page
Login page Signup page
Mortgage page before accounts are added Add mortgage page
Mortgage page before accounts are added Add mortgage page
Mortgage page with accounts Edit mortgage page
Mortgage page with accounts Edit mortgage page
Car loan page before accounts are added Add car loan page
Car loan page before accounts are added Add car loan page
Car loan page with accounts Edit car loan page
Car loan page with accounts Edit car loan page
Miscellaneous loan page before accounts are added Add miscellaneous loan page
Miscellaneous loan page before accounts are added Add miscellaneous loan page
Miscellaneous loan page with accounts Edit miscellaneous loan page
Miscellaneous loan page with accounts Edit miscellaneous loan page
Credit card page before accounts are added Add credit card page
Credit card page before accounts are added Add credit card page
Credit card page with accounts Edit credit card page
Credit card page with accounts Edit credit card page
Home page before accounts are added Home page after accounts are added
Home page before accounts are added Home page after accounts are added

Installation

Clone this repository, go to the repository folder in the terminal, and then run the following command

npm i

You must have MySQL installed, log into the MySQL command line client, and run

source db/schema.sql;

In addition, a .env file must be created in the root of the project containing the following code:

DB_NAME='finance_db'
DB_USER='username'
DB_PASSWORD='password'

Change username and password to your MySQL username and password.

Start the app in the terminal using

npm start

and open a browser window and go to http://localhost:3001/

Questions

If you have questions about this repo, open an issue or contact me directly at [email protected]. You can find more of my work at tharveyster.

License

ISC

Copyright 2021 Todd Harvey

Permission to use, copy, modify, and/or distribute this software for any purpose with or without fee is hereby granted, provided that the above copyright notice and this permission notice appear in all copies.

THE SOFTWARE IS PROVIDED "AS IS" AND THE AUTHOR DISCLAIMS ALL WARRANTIES WITH REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY SPECIAL, DIRECT, INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE.

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