NextFinance is a comprehensive personal finance management system built with Laravel framework. It helps individuals and families track expenses, manage budgets, monitor income, and achieve financial goals with ease.

Key Features

Dashboard & Analytics

• Fully responsive, modern dashboard with Dark & Light mode
• Real-time overview of current balance (cash + wallets)
• Upcoming bills and spending trends (weekly/monthly/yearly)
• Interactive charts: doughnut, line, bar charts
• Quick insights (top 3 spending categories, savings progress)
• Real-time alerts for budget overshoot

Budget Planning Module

• Multiple budgets per user (monthly, quarterly, yearly)
• Custom categories and subcategories
• Predictive budgeting based on past spending
• Budget vs Actual comparison graphs
• Budget rollover feature (unused budget moves to next period)
• Recurring budgets support
• Zero-based budgeting
• Envelope budgeting system
• Rolling budgets

Cash & Wallet Management

• Multiple wallets/accounts (bank, cash, card, digital wallets)
• Auto-currency conversion
• Quick transfer between wallets
• Wallet summary with balance history
• Cash category management

Expense Tracking

• Manual + recurring + scheduled expense entries
• Expense tagging & notes
• Attach receipts (PDF/Image)
• Auto-categorization suggestion
• Bulk import from CSV/Excel
• Invoice generation and PDF download

Income Management

• Multi-source income support
• Recurring salary tracking
• Freelance income management
• Investment tracking
• Predictive cashflow based on historical income
• Income tagging & reporting

Financial Calendar

• Calendar view for bills, payments, income, goals
• Notifications & reminders for upcoming transactions
• Drag & drop transaction scheduling
• Color-coded for quick status identification
• Month and Week view options

Goals & Savings

• Create multiple financial goals (short-term, long-term)
• Progress tracking with % completion
• Link goals to budgets & income sources

Investment Tracking

• Track stocks, crypto, mutual funds
• Current portfolio value + profit/loss
• Charts for portfolio allocation
• Risk indicator & growth forecast
• Reminders for investment review

Debt Management

• Track debts, loans, EMI schedules
• Auto reminders for due dates
• Debt payoff forecast
• Prioritize high-interest debt
• Debt category management

Notifications & Alerts

• Overspending alert
• Budget completion alert
• Upcoming bill/income notification
• Goal progress reminder
• Email & in-app notifications

Reports

• Detailed monthly, quarterly, yearly financial reports
• Expense vs Income summary
• Category-wise breakdown
• Export to PDF/CSV
• Charts for visual insights
• Spending trends analysis
• Budget performance reports

Settings & Security

• Profile & preferences
• Multi-currency & timezone support
• Notification preferences
• Security: 2FA, password change
• Data import/export settings
• Theme customization (Dark/Light mode)

Technical Highlights

• Built with Laravel 12 framework
• PHP 8.2+ compatible
• MySQL database
• Responsive design (Mobile, Tablet, Desktop)
• Modern UI with Tailwind CSS
• RESTful API architecture
• CSRF protection & XSS prevention
• SQL injection prevention
• W3C validated HTML
• Cross-browser compatible

Documentation

Comprehensive documentation included with installation guide, customization options, API documentation, and troubleshooting section.

Support

Well-documented code with PHPDoc comments. Clean, maintainable codebase following Laravel best practices.

Core Features

• Dashboard & Analytics: Real-time financial overview with interactive charts and insights
• Budget Planning: Multiple budget types (monthly, quarterly, yearly) with rollover support
• Expense Tracking: Comprehensive expense management with receipt upload and CSV import
• Income Management: Multi-source income tracking with predictive cashflow
• Wallet Management: Multiple wallet/account support with transfer capabilities
• Financial Calendar: Visual calendar with drag & drop scheduling
• Goals & Savings: Financial goal tracking with progress monitoring
• Investment Tracking: Portfolio management with profit/loss calculations
• Debt Management: Debt tracking with payoff forecasts
• Reports & Analytics: Comprehensive financial reports with PDF/CSV export
• Notifications: Real-time alerts for budgets, bills, and goals
• Dark/Light Mode: Theme customization with user preference
• Multi-Currency: Support for multiple currencies
• 2FA Security: Two-factor authentication support
• Invoice Generation: Automatic invoice creation and PDF download

Advanced Features

• Zero-based budgeting
• Envelope budgeting system
• Rolling budgets
• Budget templates
• Recurring transactions
• Bulk CSV/Excel import
• Receipt attachment (images/PDFs)
• Transaction tagging
• Category-wise reporting
• Spending trends analysis

Server Requirements

• PHP: 8.2 or higher
• MySQL: 5.7 or higher / MariaDB 10.3 or higher
• Web Server: Apache 2.4+ or Nginx
• Extensions: PDO, OpenSSL, Mbstring, Tokenizer, XML, Ctype, JSON, BCMath, GD, Fileinfo
• Memory: Minimum 128MB PHP memory limit (256MB recommended)

Framework & Libraries

• Laravel: 12.0
• Bootstrap: 5.x (via CDN)
• jQuery: 3.x (via CDN)
• Chart.js: For interactive charts
• FullCalendar: For calendar functionality

Browser Support

• Chrome (latest)
• Firefox (latest)
• Safari (latest)
• Edge (latest)
• Opera (latest)

Installation Steps

1. Upload Files: Upload all files to your web server via FTP or cPanel File Manager
2. Set Permissions: Set proper permissions (755 for directories, 644 for files)
3. Create Database: Create a MySQL database and user with full privileges
4. Run Installer: Navigate to yourdomain.com/install in your browser
5. Follow Wizard: Complete the installation wizard steps:
   • Check system requirements
   • Configure database connection
   • Create admin account
6. Login: Login with your admin credentials
7. Configure: Set up your preferences, currency, timezone, etc.

Post-Installation

• Delete or rename the /install directory for security
• Update your .env file with production settings
• Set APP_ENV=production and APP_DEBUG=false
• Configure email settings for notifications

Customization

• Edit resources/views/layouts/app.blade.php for layout changes
• Modify public/css/app.css and public/css/layout-styles.css for styling
• Update config/app.php for application settings
• See documentation for detailed customization guide

Documentation

Full documentation is included in the documentation/ folder. Open documentation/index.html in your browser for complete guide.

Support

For support, please refer to the documentation or contact through CodeCanyon support system.