FastReckon: Best Practice for Personal Financial Management

FastReckon offers a sophisticated solution for personal financial management by incorporating the corporate practice of double-ledger accounting, all while ensuring a user-friendly experience.

🚀 Key Features

• Easy Bookkeeping Input: Streamlined forms for quick and easy data entry.
• Comprehensive Financial Reports: Generate insightful reports to analyze your financial health.
• Double-Ledger Accounting: Stay organized and accountable with a robust accounting method.
• User-Friendly Interface: Designed with user experience in mind, making finance management accessible to everyone.

🌟 Benefits

• Stay Organized: Keep your financial transactions organized in one place.
• Informed Decision Making: Utilize in-depth analysis and reports to make smarter financial decisions.
• Customizable: Tailor the application to fit your specific financial needs.

📦 Installation

To get started with FastReckon, follow these steps:

1. Clone the repository:

   git clone https://github.com/Thee5176/FastReckon.git
   cd FastReckon

2. Set Credential Key for Environment files

   DJANGO_SECRET_KEY='7i&$x%%lq3v-cebdutn2^$b@#k76d*e*m*-b%ksgnmns4-@!+5'
   DJANGO_DEBUG='False'
   
   POSTGRES_USER='fastreckon-admin'
   POSTGRES_PASSWORD='password'
   POSTGRES_DB='fastreckon'
   
   SENDGRID_PASSWORD=''
   
   SOCIALACCOUNT_GOOGLE_CLIENT_ID=''
   SOCIALACCOUNT_GOOGLE_SECRET=''
   
   SOCIALACCOUNT_GITHUB_CLIENT_ID=''
   SOCIALACCOUNT_GITHUB_SECRET=''
   

3. Run SetUp Script

   docker compose build
   docker compose up -d
   docker-compose exec web python manage.py migrate
   docker-compose exec web python manage.py loaddata _testdata/backup.json

4. Visit Landing Page localhost:8009

• username: admin
• password: Pass_1234

📈 Development

Set up Phrase

• branch : setup

• objective : set up developing environment

  • User management(login/logout/password)
  • Custom user admin interface
  • Create base
  • Static files management using Whitenoise
  • Email notification using SendGrid
  • Beautiful templates using Bootstrap
  • hosting with Gunicorn on Heroku

MVP Phrase

• branch : main

• objective :

  • Implement CRUD operations for transaction management
  • Create a normalized model for transaction data
  • transaction records in a user-friendly table view
  • Import CSV file to the database for easy bulk uploads

📄 License

This project is licensed under the MIT License. See the LICENSE file for more details.

📫 Contact

For questions, feedback, or support, feel free to reach out:

• Email: theerapong5176@gmail.com