FundPulse Tracker

A full stack web application that offers a comprehensive financial management solution designed around a calendar-based interface. Helps clients track financial transactions across multiple accounts via a calendar based interface and a transaction overview interface.

Purpose

Many business owners and individuals struggle with managing multiple bank accounts and the scattered transaction records associated with them. FundPulse was created to consolidate this data into a clear and user-friendly interface, making financial tracking simple and organized.

Features:

• Multiple bank account management.

• A calendar interface that displays the balance and withdraws of every day of the month.

• A transaction overview interface for a given date, allowing users to view and edit all transactions for that day and providing a snapshot of their financial activity.

• User accounts; signin, signout, and signup.

Local Build

Dotnet needs to be installed first, please refer to https://dotnet.microsoft.com/en-us/download

Build Commands:

git clone https://github.com/wolvido/FundPulse-Tracker.git

• After cloning or downloading the sample you must first setup your local sql database. Please create a local SQL server instance.
• After you have created a local SQL server instance, rewrite the default connection strings in FundPulse-Tracker/BmsKhameleon/appsettings.Development.json to point to the local SQL Server instance.
  • eg. "DefaultConnection": "YourLocalDatabaseConnectionString".

After a local database has been setup, and it's connection string established in appsettings.Development.json, proceed with bash commands:

cd FundPulse-Tracker

dotnet restore

dotnet build

dotnet tool install --global dotnet-ef

cd bmskhameleon

dotnet tool restore

dotnet ef database update --context AccountDbContext

dotnet ef database update --context IdentityDbContext

dotnet run

• Then, check the assigned localhost in the console (eg. http://localhost:5299) and paste in the browser.
• use the default username: BMSAdminDefault241 and password: BMSKeyDefault33.
• click the main logo to navigate to the bank accounts page.