Arbor — Personal Finance Manager

Arbor is a full-stack personal finance application built as a showcase project. It lets users track transactions, manage budgets, monitor account balances, and export financial reports.

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Screenshots

Coming soon.

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Features

Implemented

• User registration & login with JWT authentication
• Email verification on registration (token-based, via email)
• Password reset via email (request + confirm flow)
• Logout with token invalidation
• Custom user model (email-based login)
• Default categories created automatically on registration
• Account management with automatic balance recalculation
• Full CRUD for transactions, accounts, categories, and budgets
• Budget limit warnings via notifications
• Dashboard with charts (income vs. expenses bar chart, expenses by category donut chart)
• Transactions page with filters (month, type, search) grouped by calendar week
• Budget progress bars with warning and over-budget states
• Accounts, Categories, Notifications pages
• Settings with profile management
• Animated splash screen on first load
• Responsive auth pages with animated panel transitions (Framer Motion)
• Legal notice and privacy policy pages
• Inactivity detection (auto-logout)

Planned

• PDF & CSV export (Celery + ReportLab/WeasyPrint)
• CSV import for transactions
• Dark / Light mode
• CI/CD with GitHub Actions
• Deployment
• Error tracking with Sentry

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Tech Stack

Backend

Technology	Version
Python	3.12+
Django	6.0.3
Django REST Framework	3.17.0
SimpleJWT	5.5.1
Celery	5.6.2
PostgreSQL (psycopg2)	2.9.11
Redis	7.x
python-dotenv	1.2.2

Frontend

Technology	Version
React	19
TypeScript	5.9
Vite	8
Tailwind CSS	4
Framer Motion	12
Zustand	5
TanStack Query	5
Recharts	3
React Router DOM	7
React Hook Form	7
Zod	4
Axios	1
Lucide React	1

Infrastructure

• PostgreSQL & Redis via Podman / Docker Compose
• Vite dev proxy for local API forwarding

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Project Structure

arbor/
├── backend/
│   ├── apps/
│   │   ├── users/          # Custom user model, auth endpoints, email templates
│   │   ├── accounts/       # Account management
│   │   ├── categories/     # Transaction categories
│   │   ├── transactions/   # Income & expense transactions
│   │   ├── budgets/        # Monthly budgets
│   │   └── notifications/  # Budget warnings
│   ├── config/             # Django settings, URLs, WSGI
│   ├── manage.py
│   └── requirements.txt
├── frontend/
│   ├── src/
│   │   ├── api/            # Axios API functions
│   │   ├── components/     # Reusable UI components (auth, layout, modals)
│   │   ├── context/        # React context (e.g. page transitions)
│   │   ├── hooks/          # Custom hooks (e.g. inactivity detection)
│   │   ├── pages/          # Page-level components
│   │   ├── store/          # Zustand stores
│   │   ├── types/          # TypeScript type definitions
│   │   └── utils/          # Utility functions
│   ├── package.json
│   └── vite.config.ts
└── docker-compose.yml      # PostgreSQL & Redis

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Local Setup

Prerequisites

• Python 3.12+
• Node.js 20+
• Podman or Docker with Compose

1. Start PostgreSQL & Redis

podman-compose up -d
# or
docker compose up -d

2. Backend

cd backend
python -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt

Create a .env file in backend/ (see .env.example):

SECRET_KEY=your-secret-key
DEBUG=True
ALLOWED_HOSTS=localhost,127.0.0.1

DB_NAME=arbor
DB_USER=postgres
DB_PASSWORD=your-password
DB_HOST=localhost
DB_PORT=5432

REDIS_URL=redis://localhost:6379/0

FRONTEND_URL=http://localhost:5173
CORS_ALLOWED_ORIGINS=http://localhost:5173,http://127.0.0.1:5173

# Email — console backend for local dev (prints to terminal)
EMAIL_BACKEND=django.core.mail.backends.console.EmailBackend
DEFAULT_FROM_EMAIL=noreply@arbor.app

# Email — SMTP (uncomment for real email delivery)
# EMAIL_BACKEND=django.core.mail.backends.smtp.EmailBackend
# EMAIL_HOST=smtp.example.com
# EMAIL_PORT=587
# EMAIL_USE_TLS=True
# EMAIL_HOST_USER=your@email.com
# EMAIL_HOST_PASSWORD=your-password

Run migrations and start the server:

python manage.py migrate
python manage.py createsuperuser
python manage.py runserver

3. Frontend

cd frontend
npm install
npm run dev

The Vite dev server runs on http://localhost:5173 and proxies all /api requests to the Django backend at http://localhost:8000.

4. Celery Worker (optional)

cd backend
source .venv/bin/activate
celery -A config worker -l info

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API Overview

Method	Endpoint	Description
POST	/api/auth/register/	Register a new user
POST	/api/auth/login/	Login → returns JWT tokens
POST	/api/auth/token/refresh/	Refresh access token
POST	/api/auth/logout/	Logout (blacklist refresh token)
GET/PATCH	/api/auth/me/	Get or update user profile
POST	/api/auth/change-password/	Change password
POST	/api/auth/password-reset/	Request password reset email
POST	/api/auth/password-reset/confirm/	Confirm password reset with token
GET	/api/auth/verify-email/<uidb64>/<token>/	Verify email address
GET/POST	/api/accounts/	List or create accounts
GET/PUT/DELETE	/api/accounts/<id>/	Manage a specific account
GET/POST	/api/categories/	List or create categories
GET/POST	/api/transactions/	List or create transactions
GET/POST	/api/budgets/	List or create budgets
GET	/api/notifications/	List notifications

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Status

Last updated: May 2026

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License

© 2026 Robby Runge. All rights reserved.

This source code is made publicly available for portfolio and demonstration purposes only. See LICENSE for details.