Finstack Financial Dashboard

A full-stack production-ready financial dashboard built with React, Vite, Node.js, Express, and MongoDB (optional).

Features

• Dashboard — Live stats, cash flow chart, currency converter, recent transactions, virtual cards
• Transactions — Full CRUD with filter, sort, edit, and delete
• Payments — Deposit, withdraw, and transfer with balance updates
• Budgets — Create and track spending limits with progress bars
• Payment Links — Create shareable URLs, copy, pause/activate, delete
• Invoices — Create, send, mark paid (updates balance), delete
• Inbox — Notifications with read/unread state
• Cards — Add, view, and remove virtual cards
• Reports — Charts by payment method, country, and budget utilization
• Contacts — Contact management with search
• Sandbox — Generate and revoke API keys
• SDKs — Integration snippets with copy-to-clipboard
• Support — Create and resolve support tickets
• AI Assistant — Ask questions about your finances
• Dark mode, global search (⌘F / Ctrl+F), toast notifications

Quick Start (Development)

# Install dependencies
cd server && npm install
cd ../client && npm install

# Terminal 1 — API server (port 5000)
cd server && npm start

# Terminal 2 — Frontend dev server (port 5173)
cd client && npm run dev

Open http://localhost:5173

Or run both servers together from the project root:

npm install
npm run dev

Optional MongoDB

Create server/.env:

MONGO_URI=mongodb://localhost:27017/finstack
PORT=5000

Without MongoDB, the app runs with in-memory data that persists for the server session.

API Endpoints

Method	Endpoint	Description
GET	/api/dashboard	Balance, income, expense, cashflow
GET	/api/balance	Current account balance
GET/POST/PUT/DELETE	/api/transactions	Transaction CRUD
POST	/api/payments	Deposit, withdraw, transfer
GET/POST/PUT/DELETE	/api/cards	Card management
POST	/api/convert	Currency conversion
GET/POST/PUT/DELETE	/api/budgets	Budget CRUD
GET/POST/PUT/DELETE	/api/payment-links	Payment link CRUD
GET/POST/PUT/DELETE	/api/invoices	Invoice management
GET	/api/inbox	Messages
PUT	/api/inbox/:id/read	Mark message read
GET/POST/PUT/DELETE	/api/contacts	Contact CRUD
GET/POST/PUT/DELETE	/api/tickets	Support tickets
GET	/api/reports	Analytics data
GET/POST/DELETE	/api/keys	API key management
POST	/api/ai	AI assistant
GET	/api/health	Health check