Project Overview
Anchi (Personal Finance Tracker) is a private, modern web application for recording, organizing, analyzing, and planning personal finances. Built as a monorepo containing a NestJS REST API, a Next.js App Router frontend, and shared TypeScript type packages.
Key Features
🔐 Strict Role-Based Security
Enforces Session Verification and endpoint-level role checks (Admin or User). An automated audit log records all user registrations, templates applied, and security settings changes.
📋 Financial Bootstrap Templates
Provides preset configurations (e.g., Freelancer Starter, College Student Budget) containing preset categories. Includes calculators for standard rules like the 50/30/20 Rule and the 60% Solution that allocate budgets based on monthly income.
📊 Dynamic Assets Dashboard
Calculates aggregates of assets and liabilities (Savings, Checking, Credit Cards) in real-time, visualizing net worth progress and account balances.
🛠️ Hybrid Data Persistence
Utilizes PostgreSQL 15 via TypeORM for primary database storage, with an automated fallback to a local db.json database if the relational server is offline.
Technology Stack
- Frontend: Next.js (App Router), React 19, Tailwind CSS, Lucide Icons, TanStack Query, Zod.
- Backend: NestJS, Swagger/OpenAPI, class-validator.
- Database: PostgreSQL 15, TypeORM (entity-based migrations).