📘 Personal Finance Manager App (Console-Based Java & MySQL Application)

📄 Project Overview

The Personal Finance Manager is a modular, menu-driven Java console application built to help individuals track, analyze, and manage their finances across multiple accounts and categories. Developed with JDBC and backed by MySQL, it provides a structured workflow for users to log transactions, monitor budgets, and export financial summaries—all in an offline, framework-free environment.

---

🎯 Objectives

• Design a clear, interactive interface for personal finance operations
• Enable CRUD operations on accounts, categories, and transactions
• Support monthly budget goals and detect overspending with alerts
• Provide insight-rich financial reports (top categories, net savings, etc.)
• Offer .csv export of transaction logs and breakdown summaries
• Promote modular and scalable backend architecture in Java

---

🧱 System Architecture

🔹 Layered Design

Layer	Description
auth	Registration, login logic, session handling
dao	JDBC-based data access for User, Account, Category, Transaction, Budget
models	Plain Old Java Objects (POJOs) representing data entities
service	Business logic: analytics, validation, budgeting
view	Console menus, reports, user interactions
util	Input handling, DB connection, hashing, date tools

---

🧪 Functional Modules

Module	Responsibilities
Authentication	User registration, login, and session tracking
Account Management	Add, list, or delete financial accounts per user
Category Management	Add/view/delete categories (e.g., Groceries, Salary, Utilities)
Transactions	Record/edit/remove income & expenses with notes & timestamps
Budget Goals & Alerts	Set monthly budget limits and receive overspending warnings
Reports & Insights	Show net savings, top categories, and monthly summaries
CSV Export	Export transaction history and budget summaries to .csv

---

📂 Database Schema

Database Name: personal_finance_db

CREATE TABLE users (
    user_id INT AUTO_INCREMENT PRIMARY KEY,
    username VARCHAR(100) UNIQUE,
    password_hash VARCHAR(255)
);

CREATE TABLE accounts (
    account_id INT AUTO_INCREMENT PRIMARY KEY,
    user_id INT,
    name VARCHAR(100),
    balance DECIMAL(10,2),
    created_at DATETIME,
    FOREIGN KEY (user_id) REFERENCES users(user_id)
);

CREATE TABLE categories (
    category_id INT AUTO_INCREMENT PRIMARY KEY,
    user_id INT,
    name VARCHAR(100),
    created_at DATETIME,
    FOREIGN KEY (user_id) REFERENCES users(user_id)
);

CREATE TABLE transactions (
    transaction_id INT AUTO_INCREMENT PRIMARY KEY,
    account_id INT,
    category_id INT,
    amount DECIMAL(10,2),
    type VARCHAR(10),
    timestamp DATETIME,
    note TEXT,
    created_at DATETIME,
    FOREIGN KEY (account_id) REFERENCES accounts(account_id),
    FOREIGN KEY (category_id) REFERENCES categories(category_id)
);

CREATE TABLE budgets (
    budget_id INT AUTO_INCREMENT PRIMARY KEY,
    user_id INT,
    year INT,
    month INT,
    amount DECIMAL(10,2),
    created_at DATETIME,
    UNIQUE(user_id, year, month),
    FOREIGN KEY (user_id) REFERENCES users(user_id)
);

---

🖥️ Sample Output (Console Snapshot)

=== Personal Finance Manager ===
1. Login
2. Register
3. Exit

=== Dashboard ===
1. View Transactions
2. Add Transaction
3. View Top Categories
4. View Net Savings
5. Set Monthly Budget
6. Export to CSV
7. Manage Accounts
8. Manage Categories
9. Logout

---

🧑‍💻 How to Run

1. Install Java 17+ and MySQL Server
2. Create the database and tables using the provided schema.sql
3. Configure your database credentials in DBUtil.java
4. Compile and launch the app:

javac -d bin src/personalfinancemanager/FinanceApp.java
java -cp bin personalfinancemanager.FinanceApp

---

🧾 CSV Export Example

A sample file will be saved inside the exports/ directory as:

transactions_20250701_113212.csv

Example contents:

TransactionID,Type,Amount,CategoryID,Timestamp,Note
1,EXPENSE,1200.00,3,2025-07-01 10:21:00,Monthly Electricity Bill
2,INCOME,5000.00,1,2025-07-01 09:00:00,Salary Credit

---

🤝 Contributing

Pull requests are welcome! Feel free to fork the repository and submit improvements.

Contributions are welcome! Follow these steps:

1. Fork the project.
2. Create a feature branch:

   git checkout -b feature-name

3. Commit your changes:

   git commit -m "Add feature description"

4. Push to the branch:

   git push origin feature-name

5. Open a pull request.

---

📧 Contact

For queries or suggestions:

• 📩 Email: spreveen123@gmail.com
• 🌐 LinkedIn: www.linkedin.com/in/preveen-s/

---

🌟 Show Your Support

If you like this project, please consider giving it a ⭐ on GitHub!