Caesar Financial Tracker

Personal financial management system built with Spring Boot and React

Author

Caesar James LEE

Features

1. sort records by:
   • date
   • price
   • name
   • keyword
   • category
   • type
2. filter and search records dynamically
3. import multiple records using:
   • CSV
   • TSV
   • Excel
   • JSON
4. export all records in:
   • CSV
   • TSV
   • Excel
   • JSON
5. summary charts powered by recharts
6. view statistics by:
   • date
   • price
   • type
   • category
7. interactive tooltips and responsive charts

Version History

version	status	stack	description
alpha.1.0	released	Spring Boot + React + TypeScript	first released version
alpha.1.1	released	Spring Boot + React + TypeScript	fix record readAll API, beautify UI, fix mobile UI bugs, block bots
alpha.1.2	developing	Spring Boot + React + TypeScript	include Oauth2 login and email APIs

License

This project is licensed under the MIT License

Technology Stack

Backend

Components

Component	Version
Java	21.0.9
Maven	3.9.12
Spring Boot	4.0.1
Lombok	1.18.42
JSON Web Token	0.13.0
Apache POI	5.5.1
OpenCSV	5.12.0

Features

• RESTful API architecture
• JWT-based authentication
• CSR (Controller-Service-Repository) pattern
• file import/export handling
• secure data validation

Frontend

Components

Component	Version
Node.js	24.11.1
TypeScript	5.9.3
Vite	7.2.4
React	19.2.4
React Router	7.13.1
Axios	1.13.6
Tailwind CSS	4.2.1
Emoji Picker	4.18.0
flag-icons	7.5.0
Lucide Icons	0.562.0
Moment	2.30.1
React Hot Toast	2.6.0
Recharts	3.7.0
Date Fns	4.1.0
Date Fns tz	3.2.0

Features

• fully typed with TypeScript
• responsive UI with Tailwind CSS
• dynamic charts and analytics
• modular component architecture
• axios-based API integration
• modern Vite build system

Database

Component	Version
MySQL	8.4

Getting Started

    cd backend; mvn clean install spring-boot:run; cd ../frontend;npm install run dev

Improvements To DO List

• cim#1: support oauth2 login
• cim#2: support dark/light toggle
• cim#3: support i18n
• cim#4: support custom date/price format rules
• cim#5: track records from third party apps (Paypal/credit card/debit card...)
• cim#6: use email to activate account
• cim#7: report to email
• cim#8: use cloudflare to accelerate/secure web
• cim#9: use CI/CD to test automatically
• cim#10: use react native to build Android & iOS apps
• cim#11: block bots
• cim#12: integrate advertisements