[ ARCHITECTURE CASE STUDY ]

Personal Finance Manager Case Study | Sarthak Joshi — Backend Developer

Financial Analytics & Relational Backend

Overview & Domain

Explore Personal Finance Manager: full-stack system managing 1,000+ monthly transactions with PostgreSQL and Prisma ORM built by Sarthak Joshi.

Primary Technology Stack: React.js, Node.js, Express.js, PostgreSQL, Prisma ORM, TanStack Query, Zustand

The Engineering Challenge

Users need real-time data persistence, monthly budget aggregations, and clear analytical charts without page reloads or data discrepancy. Financial calculations demand strict atomicity and transactional integrity to eliminate lost updates.

Architectural Solution

Architected a relational database schema using PostgreSQL and Prisma ORM transactional queries. Integrated TanStack Query and Zustand for optimistic UI updates, backed by analytical aggregation endpoints.

Technical Architecture & System Specifications

  • Relational PostgreSQL schema with foreign key cascades, unique constraints, and ACID-compliant transaction boundaries.
  • Prisma ORM data access layer with optimized batch queries and column projections eliminating N+1 performance bottlenecks.
  • RESTful analytical endpoints delivering category-wise spending distributions and monthly budget pacing metrics.
  • TanStack Query caching layer paired with Zustand client-side store for optimistic UI transaction updates.
  • JWT-authenticated security boundary isolating financial ledgers per user account.

Measured Performance & Production Metrics

  • 95% data precision across monthly budget forecasting and category expense breakdowns.
  • Successfully manages 1,000+ monthly financial transactions per active profile.
  • Sub-80ms analytical query response times through indexed relational aggregations.

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