Financial Dashboard Tool

The Elementary MBA (TEMBA)

TEMBA is the sound of breaking down barriers when you escape poverty. Welcome to the The Elementary MBA Financial Dashboard Tool! This project is designed to help users manage their financial accounts, track transactions, optimize credit card payments, and project savings and growth. Below, you'll find an overview of the tool, how to use the code, and how to get in touch with me for contributions, hiring opportunities, or feedback.

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Table of Contents

• The Elementary MBA (TEMBA)
  • Table of Contents
  • About the Tool
  • Project Roadmap
    • Current Features
    • Upcoming Features
  • Setup and Usage
    • Prerequisites
    • Installation
  • Contributing
  • Contact Information

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About the Tool

The Financial Dashboard Tool is a web-based application built with Next.js and MongoDB. It allows users to:

• View and manage financial accounts (e.g., credit cards, checking, savings, loans, retirement accounts).
• Track transactions and categorize spending.
• Optimize credit card payments and reduce interest costs.
• Project savings and growth over time.
• Tag and analyze vendors for better financial insights.
• Set reminders for payments and other financial tasks.

Audience: Hiring managers, potential clients, and future users who need an intuitive, data-driven financial management tool.

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Project Roadmap

Current Features

1. User Authentication:
   • Login, Sign Up, and Sign Out functionality.
   • Conditional navigation menu based on authentication status.
2. Dashboard:
   • Displays mock financial data for four accounts.
3. Consolto Chat Integration:
   • Real-time customer support via an embedded chat widget.
4. Tool Description Component:
   • Short FAQ and contact links for LinkedIn, GitHub, and email.

Upcoming Features

1. Dynamic Data Integration:
   • Connect the tool to real-time financial account data.
2. Transaction Tagging and Categorization:
   • Enable users to classify and analyze spending habits.
3. Credit Card Payment Optimization:
   • Help users minimize interest by recommending optimal payment strategies.
4. Projected Savings and Growth Module:
   • Provide actionable insights for long-term financial planning.
5. Vendor Tracking and Analytics:
   • Offer detailed reports on spending with specific vendors.
6. Reminders and Alerts:
   • Notify users of upcoming payments and financial deadlines.

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Setup and Usage

Prerequisites

• Node.js (v16 or higher)
• MongoDB (local or cloud instance)
• A modern web browser

Installation

1. Clone the repository:

   git clone https://github.com/dapperAuteur/temba-fin-dashboard.git
   cd temba-fin-dashboard

2. Install dependencies:

   npm install

3. Configure environment variables:
   • Create a .env file in the root directory.
   • Add the necessary variables for database and authentication (e.g., MONGO_URI, NEXTAUTH_SECRET).
4. Start the development server:

   npm run dev

5. Open your browser and navigate to http://localhost:3000.

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Contributing

We welcome contributions to enhance the tool's features and usability. If you're interested in contributing:

1. Fork the repository.
2. Create a new branch for your feature or bug fix:

   git checkout -b feature-name

3. Commit your changes and push to your forked repository.
4. Submit a pull request with a clear description of your changes.

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Contact Information

Have questions, feedback, or opportunities? Reach out to me via:

• LinkedIn:
• GitHub:
• Email:

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Thank you for exploring the Financial Dashboard Tool! I'm excited to build something impactful and look forward to your feedback and collaboration.