ASSET mamanegentr

1. Personal Asset Management
System with Java OOP and
JDBC

2. Table of
Contents
01 Introduction 02 OOP Design
05 User Interface
04
System
Architecture
Database
Design with
JDBC
06 Code Examples
03

3. Introduction
01

4. Overview
Managing personal finances effectively is critical for
achieving long-term financial stability and independence; a
systematic approach is required.
Personal Finance Management Importance
Key features including transaction recording, categorization,
reporting, and user authentication enhance financial
management capabilities.
Features Highlight
The goal is to create a user-friendly system for tracking
income, expenses, assets, and liabilities, providing a
comprehensive financial overview.
System Goals

5. Scope
System Boundaries
The system focuses exclusively on
personal finance management;
external investment
functionalities are explicitly
excluded.
01
Target Users
Designed for individuals looking to
efficiently manage their finances,
regardless of financial expertise.
02

6. OOP Design
02

7. Core Classes
Account class includes attributes like account ID, type
(checking, savings), balance, and methods for deposit,
withdrawal, and balance inquiry.
Account Class Details
Transaction class includes attributes like transaction ID,
date, amount, description, category, and account
association; crucial for detailed tracking.
Transaction Class
Details
Category class includes attributes such as category ID,
name (food, rent), and budget limits; enables effective
expense tracking and budgeting.
Category Class Details

8. Class Relationships
Account objects hold a list of
Transaction objects, enabling access
to all transactions of that account;
this provides detailed transaction
history.
Account-Transaction
Relationship
Each Transaction object is linked to a
Category object, which categorizes
expenses for detailed financial
analysis and budget tracking.
Transaction-Category
Relationship
Associating a User object with
multiple Account objects and controls
accesses to financial data; ensures
data privacy.
User-Account Relationship

9. Inheritance and Polymorphism
Using polymorphism enables handling
different transaction types like deposits and
withdrawals uniformly, simplifying
transaction processing.
Subclasses like CheckingAccount and
SavingsAccount extend the Account class,
implementing specific functionalities like
interest calculation.
Account Type Hierarchy
Transaction Type Handling

10. Database Design with JDBC
03

11. Database Schema
Accounts Table
Structure
Accounts table storing
account details:
`account_id` (INT,
PRIMARY KEY),
`account_type` (VARCHAR),
`balance` (DECIMAL), plus
user association.
Transactions Table
Structure
Transactions table storing
transaction details:
`transaction_id` (INT,
PRIMARY KEY),
`account_id` (INT,
FOREIGN KEY), `date`
(DATE), and `amount`
(DECIMAL).
Categories Table
Structure
Categories table includes
`category_id` (INT,
PRIMARY KEY), category
name (VARCHAR), and
optional budget limit.

12. JDBC Implementation
01 02 03
Connecting to Database
Establishing JDBC connection
using
`DriverManager.getConnectio
n()` with database URL,
username, and password for
data access.
CRUD Operations
Using `PreparedStatement` to
perform operations like
adding accounts, recording
transactions, and updating
balances; essential for
managing data.
Handling SQL Exceptions
Implementing `try-catch`
blocks around database
operations for robust error
handling; ensures data
integrity.

13. System Architecture
04

14. Layered Architecture
Presentation Layer
The presentation layer
handles user interactions,
displays data, and gets
user inputs; enhances
user experience.
Business Logic Layer
The business logic layer
contains application logic,
such as transaction
processing, account
management, and
reporting; ensures data
consistency.
Data Access Layer
The data access layer
manages interactions with
the database, executing
queries and data retrieval;
offers abstraction from
database implementation.

15. Component Diagram
Key Components Overview
Includes components like `User Interface`,
`Account Manager`, `Transaction Processor`, and
`Database Connector`; shows system modularity.
Component Interactions
Details how the components interact with each
other, demonstrating how data flows through the
system; displays system dependencies.

16. User Interface
05

17. Main Dashboard
Navigation
Clear navigation options
enable users to easily
access account
management, transaction
recording, and reporting
features.
02
Key Information
Display
Shows account summaries,
recent transactions, and
budget status for an at-a-
glance financial overview.
01

18. Transaction Recording
Input Fields
Captures essential information
such as date, amount,
description, and category;
important for maintaining
detailed records.
01
Category Selection
Category selection links
transactions to predefined
categories for comprehensive
expense tracking and budget
adherence.
02

19. Reporting
Report Generation
Generates reports on income, expenses, and net
worth, aiding informed financial decisions.
Visualization
Charts and graphs provide visual insights into
spending patterns and financial trends for
improving financial awareness.

20. Code Examples
06

21. Connect to Database
Code snippet demonstrating database
connection setup using JDBC; replace
placeholders with real database credentials.
JDBC Configuration

22. Add Transaction
Prepared Statement Configuration
Code snippet for adding new transaction into database; demonstrates usage
of Prepared Statements.

23. Get Account Balance
Code snippet for retrieving account balance via
SQL query; shows balance retrieval
implementation.
SQL Query

24. Testing and Validation
07

25. Unit Tests
Account Class Tests
Tests to ensure account
functionalities correctly
perform
deposit/withdrawals and
balance calculations;
confirms proper account
operation.
02
Transaction Class
Tests
Tests to ensure transaction
calculations accurately
record amounts and
categories; validates
calculation accuracy.
01

26. Integration Tests
Ensures that data consistency is maintained
throughout the system; crucial for financial
data reliability.
Verifies that system components work
together correctly, from user input through
database updates; checks system
connectivity.
End-to-End Testing
Data Integrity Checks

27. User Acceptance Testing
User Feedback
Gathers user feedback on system usability and
functionality, ensuring it meets requirements;
prioritizes user experience.
Issue Resolution
Addresses user-reported issues, enhancing the
system to meet user expectations and satisfaction;
improves system reliability.

28. Conclusion
08

29. Summary
Summarizes the successful development of a
personal asset management system using Java
OOP and JDBC for finance tracking.
Accomplishments
Recaps the achievement of goals, effective
financial tracking, budget management, and
financial insights delivery.
Project Goals Achieved

30. Future Enhancements
Possible Improvements
Scalability
Includes online banking
integration, investment tracking,
mobile app availability, and
advanced reporting features;
enhances user experience.
Discusses future scalability and
adaptation to incorporate new
features and handle larger
datasets; crucial for future
growth.

31. •Thank you for
watching