Welcome to FinanzApp
FinanzApp is an intelligent financial management platform that helps you manage savings, investments, and cryptocurrencies with advanced security and detailed analytics. This guide will walk you through creating your account and setting up your first financial goal.FinanzApp is completely free to use and features multi-language support (Spanish, English, and French).
Prerequisites
Before you begin, ensure you have:- A valid email address
- A modern web browser (Chrome, Firefox, Safari, or Edge)
- Internet connection
Create Your Account
Navigate to the registration page and fill out the form with your details.You must accept the terms and conditions to proceed. Optionally, you can subscribe to email notifications for financial alerts and updates.When you submit the form, the data is sent to the backend via AJAX (
Registration Form Fields
Full Name: Your complete name for account personalizationEmail: A valid email address for account verification and notificationsPassword: Must meet security requirements:- At least 8 characters
- One uppercase letter
- One number
Security and Privacy
Registration includes Google reCAPTCHA v3 protection to prevent automated signups and ensure platform security.
Code Reference
The registration form is implemented inapp/register.php:122-160 with client-side validation:Validation
The form uses real-time validation defined injs/validationUtils.js:18-28:js/registerValidation.js:67-88):Alternative: Sign Up with Google
FinanzApp supports OAuth authentication via Google Sign-In for faster registration:Log Into Your Account
After registration, navigate to the login page to access your dashboard.
Login Process
Enter your credentials on the login form atapp/login.php:121-141:Security Features
The login validation is handled byjs/loginValidation.js:54-76:Session Management
After successful authentication, FinanzApp creates a PHP session to maintain your logged-in state. The session is managed throughconfig/config.php:12-14:Forgot Password?
If you’ve forgotten your password, use the password reset link on the login page to receive recovery instructions via email.Configure Your Profile
Once logged in, personalize your account settings.Display Name: Update your full name displayed across the platformPassword Change: Set a new password with confirmationNotification Preferences: Enable or disable email notifications for financial alerts and goal achievements
User Configuration
Access your user configuration page (app/userConfig.php) to customize:Avatar Selection: Choose from 10 pre-designed avatars or use the defaultAll profile changes are validated on both client and server side to ensure data integrity and security.
Set Your First Financial Goal
Create your first savings goal to start tracking your financial progress.
Financial Goals Feature
FinanzApp allows you to set and track multiple financial goals with:- Goal Name: What you’re saving for (e.g., “Emergency Fund”, “Vacation”, “New Car”)
- Target Amount: Your financial target
- Current Progress: How much you’ve saved so far
- Deadline: Target date to achieve your goal
Goal Tracking
The platform provides:Visual Progress
Interactive charts powered by Chart.js show your progress toward each goal with percentage completion.
Smart Alerts
Receive email notifications when you reach milestone percentages or achieve your goals.
Historical Analysis
Track your saving patterns over time with detailed historical data.
Multiple Goals
Manage unlimited financial goals simultaneously with individual progress tracking.
Email Notifications
Goal achievements trigger automated email notifications via EmailJS integration (app/contact.php and js/email.js):Make sure you’ve enabled notification preferences in your user configuration to receive goal achievement alerts.
Explore the Dashboard
Your personalized dashboard provides a complete overview of your financial health.
Dashboard Features
Interactive Charts: Visualize income vs expenses with customizable Chart.js graphsSavings Overview: See all your goals and their progress at a glanceInvestment Tracking: Monitor your investment portfolio with:- Real-time ROI calculations
- Gains and losses tracking
- Benchmark comparisons
- Live market data
- Integrated conversion calculator
- Portfolio value tracking
- CSV for spreadsheet analysis
- PDF for reports
- Excel for advanced financial modeling
Responsive Design
The dashboard is fully responsive and optimized for:- Desktop computers
- Tablets
- Mobile phones
All dashboard widgets are configurable. Customize your view to focus on the metrics that matter most to you.
Next Steps
Now that you’re set up with FinanzApp, explore these features:Investment Tracking
Add your investment portfolio and track returns over time
Savings Goals
Set and track your savings goals with progress visualization
Crypto Portfolio
Monitor your cryptocurrency investments with real-time data
Export & Reports
Generate financial reports and export data for analysis
Language Support
FinanzApp supports three languages through the configuration system (config/config.php:17-31):
?lang=en, ?lang=es, or ?lang=fr to the URL.
Getting Help
If you need assistance:- Visit the live demo at https://launch.finanzapp.es/
- Check the GitHub repository at github.com/Ballwictb/FinanzApp
- Review the Installation Guide for self-hosting options
This project was developed as a Final Year Project at IES La Arboleda and is licensed under CC BY-NC 4.0.
