Portfolio Details

Project information

  • Category: Financial Software
  • Client: Exclusive
  • Project date: 12 May 2025
  • Project URL: Exclusive
  • Project Repository: Exclusive

About the System

SisFinança - Complete Financial Management System

Robust web-based financial management system optimized for personal finance control. Developed with modern technologies (Node.js, React, PostgreSQL), offering a complete and intuitive interface with mobile-first approach and PWA support.

📱 Mobile-First PWA!
Progressive Web App with offline support, optimized for mobile devices with native app-like experience.

🚀 Main Features

User Authentication
  • Secure registration and login
  • JWT token-based authentication
  • Protected routes
  • Password recovery system
  • Session management
  • Multi-device support
Interactive Dashboard
  • Financial overview at a glance
  • Income and expense charts
  • Category breakdown
  • Featured financial goals
  • Real-time balance updates
  • Monthly comparisons
Transaction Management
  • Income and expense registration
  • Category organization
  • Advanced filters
  • Complete transaction history
  • Recurring transactions
  • Bulk operations
Category Management
  • Custom category creation
  • Personalized colors
  • Budget per category
  • Spending limits
  • Category-based reports
  • Icon customization

✨ Advanced Features

  • 🎯 Define financial objectives
  • 📊 Progress tracking with visual indicators
  • 📅 Deadlines and milestones
  • ⭐ Priority levels
  • 🔔 Notifications for approaching goals
  • 💰 Automatic savings calculations

Detailed Analysis:
  • Period-based reports
  • Interactive charts (Chart.js)
  • Category comparisons
  • Trend analysis
Financial Insights:
  • Spending patterns
  • Budget vs actual
  • Cash flow analysis
  • Data export (Excel/PDF)

  • 🔐 JWT authentication
  • 🔑 Bcrypt password encryption
  • 🛡️ CSRF protection
  • ✅ Input validation (Formik + Yup)
  • 🧹 Data sanitization
  • 🔒 Secure API endpoints

  • 📱 Responsive design for all devices
  • 🌐 Progressive Web App capabilities
  • ⚡ Fast loading and performance
  • 📴 Offline mode support
  • 🏠 Add to home screen
  • 🔔 Push notifications

🛠️ Technology Stack

Backend
Node.js
Express
Sequelize ORM
JWT & Bcrypt
Frontend
React
Redux Toolkit
Material-UI
Chart.js
Database
PostgreSQL
Sequelize
Migrations
Seeders
Tools
Formik + Yup
Axios
NPM/Yarn
Git

📦 Installation Guide

Backend Setup
cd backend
npm install

# Configure .env file
PORT=5000
JWT_SECRET=your_secret_key
DB_HOST=localhost
DB_USER=postgres
DB_PASS=your_password
DB_NAME=sisfinanca
DB_PORT=5432

# Run migrations
npx sequelize-cli db:migrate

# Start server
npm run dev
Frontend Setup
cd frontend
npm install

# Start application
npm start

# Build for production
npm run build

💻 System Requirements

  • Node.js (v14 or higher)
  • PostgreSQL (v12 or higher)
  • NPM or Yarn
  • Modern web browser
  • 4GB RAM minimum

🎨 UI/UX Features

  • Material-UI components
  • Responsive design
  • Dark/Light theme support
  • Smooth animations
  • Intuitive navigation
  • Accessibility compliant