Assessfy Pvt. Ltd Beginner 5 milestones 100 marks

Personal Finance Tracker Web App with Budget Alerts

Target year: SE Sem 3-4 (Mini-Project-I) AICTE: 2 credits · ~50 hrs Bloom: Apply MU CBCS: IT403 Mini-Project 1A/1B

Real-world project · AICTE-aligned · AI-graded · Audit-ready certificate

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Core skills

About this project

Build a full-stack expense tracker where users log daily expenses, categorize automatically based on merchant name, set monthly category budgets, and get email/in-app alerts when 80% of budget is consumed. Include monthly + yearly trend charts.

Course Learning Outcomes (CLOs):
CLO1: Apply full-stack development principles end-to-end.
CLO2: Design a relational schema for transactional + budget data.
CLO3: Implement role-based authentication + per-user data isolation.
CLO4: Deploy a working web app to a cloud PaaS.

Industry/societal relevance: Indian fintech (CRED, Jupiter, Fi.Money, Slice) all build expense-tracking core features; portfolio-relevant for SDE-intern roles.

Milestones

1. Schema + Wireframes

15 marks 5d

ER diagram for users / transactions / categories / budgets. Submit Figma/Excalidraw wireframes for 4 key screens.

2. Auth + CRUD

20 marks 10d

Signup + login + per-user isolation. CRUD on transactions + categories. Unit tests for auth boundaries.

3. Auto-Categorization

20 marks 12d

Simple merchant-name → category mapping. Fallback to user-defined rules. Test on 50 sample transactions.

4. Budget + Alerts

25 marks 14d

Monthly budget per category. Trigger email + in-app notification at 80% + 100%. Test edge cases (overflow, multi-currency).

5. Charts + Deploy + Report

20 marks 9d

Monthly/yearly trend charts. Deploy to Render. Submit 6-page report + 3-min demo video.

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Skills you'll learn

Full-stack web (Flask/Django + HTML/CSS/JS)MySQL/PostgreSQLREST APIsEmail integration (SMTP)Charting (Chart.js / Plotly)Basic auth

Tools used

Python 3.11 + Flask (or Django)PostgreSQLBootstrap 5Chart.jsGmail SMTPHeroku/Render (deploy)GitHub

Prerequisites

Python basics; SQL CRUD; HTML/CSS/JS intro; one MVC framework helpful

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Personal Finance Tracker Web App with Budget Alerts

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