Imhotep Financial Manager

Take control of your finances with Imhotep Financial Manager – a powerful, open-source personal finance app built with Django and React. Track transactions, manage budgets, create wishlists, set savings goals, and automate recurring expenses effortlessly. Perfect for individuals seeking a secure, user-friendly way to monitor spending, analyze patterns, and achieve financial freedom.

💰 Features

Core Financial Management

• Financial Tracking: Easily deposit and withdraw funds with detailed transaction history (powered by Django models for robust data handling)
• Smart Categories: Enhanced transaction categorization with intelligent suggestions based on your most frequent categories
• Transaction Analysis: View and analyze your spending patterns with detailed pie charts for expenses and income categories

Automation & Intelligence

• Scheduled Transactions: Set up automated monthly recurring transactions for bills, income, and regular expenses (managed via Django's ScheduledTransaction model)
• Smart Suggestions: Category recommendations based on your transaction history and patterns
• Error Handling: Comprehensive error management system with user-friendly custom error pages

Goal Setting & Planning

• Wishlist Management: Create and prioritize items you want to purchase with detailed tracking (fully integrated with Django's Wishlist model and status updates)
• Goal Setting: Set monthly savings targets to help achieve your financial objectives (using Django's Target model)
• Financial Analytics: Advanced charts and visualizations to understand your spending habits

User Experience

• Multi-Currency Support: Support for multiple currencies with real-time exchange rates
• Responsive Design: Optimized experience across desktop, tablet, and mobile devices
• Enhanced Navigation: Improved mobile navigation with better responsiveness
• Modern UI/UX: Clean, intuitive interface with modern design patterns

Security & Performance

• Advanced Security: CSRF protection, JWT authentication, and enhanced security measures in Django
• Performance Optimized: Fast loading times with React's efficient rendering and Django's robust backend
• Google OAuth: Secure login with Google account integration via Django
• Data Backup: Automated database backup system for data protection
• Docker Support: Containerized deployment for easy setup and scalability
• Data Migration: Includes a Django management command to migrate data from the old version (see migrate_old_data.py)

🖼️ Screenshots

Landing Page

Login Page

Dashboard with transaction overview

Transaction history

Monthly Reports

🔧 Technology Stack

• Frontend: React, Vite, Tailwind CSS
• Backend: Django REST Framework (with models for Transactions, NetWorth, Wishlist, etc.)
• Database: PostgreSQL
• Deployment: Docker, Docker Compose
• Authentication: JWT, Google OAuth

🚀 Quick Start

Prerequisites

• Docker & Docker Compose - Install Docker
• Git - Install Git

Setup with Docker (Recommended)

1. Clone the repository

   git clone https://github.com/Imhotep-Tech/imhotep_finance.git
   cd imhotep_finance

2. Set up environment variables Create .env files for backend and frontend as needed (adapt from your project structure).

3. Launch the application

   docker compose up --build

   This will:

   • Set up PostgreSQL database
   • Build and run the Django backend API
   • Build and run the React frontend
   • Enable hot reloading for development

4. Access the application

   • Frontend: http://localhost:3000
   • Backend API: http://localhost:8000
   • Django Admin: http://localhost:8000/admin/

Manual Setup (Alternative)

1. Clone the repository

   git clone https://github.com/Imhotep-Tech/imhotep_finance.git
   cd imhotep_finance

2. Backend Setup (Django)

   • Install Python 3.11+
   • Create virtual environment and install dependencies
   • Set up PostgreSQL database
   • Run migrations and start server

3. Frontend Setup (React)

   • Install Node.js 20+
   • Install dependencies with npm install
   • Start development server with npm run dev

4. Environment Variables Create .env files with necessary configurations (DATABASE_URL, SECRET_KEY, etc.).

📘 API Docs (Swagger) and Testing

• Swagger UI is available at: /swagger/ (JSON at /swagger.json, ReDoc at /redoc/).
• Authorization in Swagger:
  • Click the "Authorize" button in the top-right.
  • Enter your JWT in this format: Bearer <your_access_token>
  • The header sent will be: Authorization: Bearer <token>.
• Getting a token:
  • Use POST /api/auth/login/ with valid credentials to receive access and refresh tokens.
  • Alternatively, Google OAuth: POST /api/auth/google/authenticate/ with an authorization code.

Recommended API testing client

• While Swagger is great for discovery, it's recommended to use Postman (or Insomnia) for end-to-end flows, collections, and environment-driven testing.
• In Postman, set Authorization type to "Bearer Token" and paste the access token, or add a default header Authorization: Bearer <token> to the collection.

👥 Contributing

We welcome contributions to Imhotep Financial Manager! Here's how you can contribute:

1. Fork the repository and create your feature branch

   git checkout -b feature/amazing-feature
   

2. Make your changes and test them thoroughly

3. Commit your changes

   git commit -m 'Add some amazing feature'
   

4. Push to your branch

   git push origin feature/amazing-feature
   

5. Open a Pull Request describing your changes and their benefits

Development Setup

Follow the Docker or manual setup instructions above. For Docker:

• Hot reloading is enabled for live code changes
• Volumes are mounted for instant updates
• Debug mode is active for both frontend and backend

📝 Code of Conduct

Please read our Code of Conduct to understand the expectations for participation in our community.

📄 License

This project uses a dual-licensing approach:

• GNU Affero General Public License v3.0 (AGPL-3.0) for non-commercial use and contributions
• Commercial License for commercial use, redistribution, or use in commercial products/services

For commercial licensing inquiries, please contact imhoteptech@outlook.com.