jaffar-hussein/finplan

FinPlan is a web application that helps users plan their finances by providing tools for financial goal planning, debt planning, and retirement planning. With FinPlan, users can set financial goals, track their progress, and get advice on how to improve their financial habits.

FinPlan

FinPlan is a web application that helps users plan their finances by providing tools for financial goal planning, debt planning, and retirement planning. With FinPlan, users can set financial goals, track their progress, and get advice on how to improve their financial habits.

Features

• User authentication with Devise
• Financial goal planning and tracking
• Debt planning and tracking
• Retirement planning and tracking
• Dashboard for quick access to financial information

Technologies Used

• Ruby on Rails (Backend)
• PostgreSQL (Database)
• ReactJS (Frontend)
• Jest and Minitests (Testing Framework)
• Devise (Authentication)
• Raleway (Deployment)

Getting Started

1. Clone the repository to your local machine
2. Install Ruby on Rails and PostgreSQL on your machine
3. Install the necessary gems by running bundle install
4. Set up the database by running rails db:create and rails db:migrate
5. Start the Rails server by running rails server
6. Navigate to localhost:3000 in your web browser to access the application

Future Improvements

• Financial habits questionnaire for new users
• Integration with APIs for financial data and retirement planning tools (e.g. Personal Capital)
• Addition of financial advice and recommendations based on user data
• Integration with more payment gateways for payment of debts and financial goals

finplan's Issues

Landing page

A landing page without the Nav bar and a user who has not signed up

JWT integration for frontend

Questionnaire for the Landing Page

creation of the skeleton React router

New react application setup and deploment CI/CD

Retirement Page

Authentification Login and Signup

Should cover the Auth pages and should authenticate with the backend

User Profile Page

Authentification (Login and Logout)

Navigation Bar

Add an independent and reusable navigation bar in its own component.

User Dashboard

Loans Page styling and iNtegration

Styling of the Auth pages