Overview

This .NET and React-based application is designed to help users manage and track their expenses and incomes effectively. The goal is to provide a comprehensive solution for organizing financial transactions, generating reports, and offering additional premium features for an enhanced user experience.

Postman API documentation

Click here

Swagger API documentation

[applicationURL]/swagger

Default Administrator user

Credentials:

Email address: admin@gmail.com
Password: password

User Interface - UI

1. Dashboard

   • Last week summary - Chart
   • Last 5 expense changes + graphical change in relation to the highest expense cost amount
   • Last 5 income changes + graphical change in relation to the highest income cost amount
   • Menu to navigate to expense and income group list pages
   • Customized plans for your financial journey
   • Testimonials section
   • Frequently asked questions(FAQ) section
   • Newsletter section
   • Footer with related links

2. Income/Expense List Page

   • Table
     • Id
     • Name(description)
     • Amount
     • Group
     • Edit and delete buttons
   • Checkbox button to select all available incomes/expenses
   • Delete icon button to delete all available incomes/expenses
   • Sorting arrows to sort all available incomes/expenses
   • Button to add income/expense through popup
   • Search input field for searching incomes/expenses
   • Filter dropdown to filter incomes/expenses
   • Available filter options: Min amount, max amount and filter by income/expense group(name)
   • Button to export stats to email
   • Pagination options to paginate incomes/expenses
   • "Rows per page" feature to show certain amount of incomes/expenses

3. Income/Expense Edit Popup

   • Editable name field
   • Editable description field
   • Editable amount field
   • Editable income group field
   • Save button
   • Cancel button

4. Income/Expense Delete Popup

   • Save button
   • Cancel button

5. Income/Expense Group List Page

   • Table
     • Id
     • Name
     • Description
     • Edit and delete buttons
   • Checkbox button to select all available income/expense groups
   • Delete icon button to delete all available income/expense groups
   • Sorting arrows to sort all available income/expense groups
   • Button to add income/expense group through popup
   • Pagination options to paginate income/expense groups
   • "Rows per page" feature to show certain amount of income/expense groups
   • Delete modal with confirmation and cancel option
   • Clickable income/expense group name which goes to details page

6. Income/Expense Group Edit Popup

   • Editable name field
   • Editable description field
   • Save button
   • Cancel button

7. Income/Expense Group Delete Popup

   • Save button
   • Cancel button

8. Income/Expense Group Details Page

   • Name
   • Description
   • Last 5 account changes for that group
   • Breadcrumb for easy navigation

9. Reminders (Premium Feature inside Profile Settings)

   • Button to create reminder through a popup
   • Details of currently set reminder on the dashboard
   • Breadcrumb for easy navigation

10. Reminder Delete Popup

• Save button
• Cancel button

11. Blogs (Premium Feature)

• Button to create blog through a popup
• Cards with all available blogs
• Breadcrumb for easy navigation

12. Blog Delete Popup

• Save button
• Cancel button

13. Blog Details Page

• Title
• Description
• Author
• Created at date
• Body
• Breadcrumb for easy navigation

Additional integrations

Pipeline status emails

Backend Pipeline: Enable tests in the .NET project.

Frontend Pipeline: Build the project.

Email Notification:

Send pipeline status emails to a predefined list of recipients, focusing only on failed pipelines.

Mailchimp integration

Automatically register users who sign up for the newsletter to the connected Mailchimp audience.

---

All rights reserved.
Copyright © 2025