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https://github.com/sanjeev662/personal-finance-manager
The Personal Finance Tracker is a web-based application designed to assist users in tracking and managing their daily expenses.
https://github.com/sanjeev662/personal-finance-manager
mongodb nodejs reactjs
Last synced: 5 days ago
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The Personal Finance Tracker is a web-based application designed to assist users in tracking and managing their daily expenses.
- Host: GitHub
- URL: https://github.com/sanjeev662/personal-finance-manager
- Owner: sanjeev662
- Created: 2024-08-10T18:25:26.000Z (3 months ago)
- Default Branch: main
- Last Pushed: 2024-08-11T07:54:22.000Z (3 months ago)
- Last Synced: 2024-08-11T20:09:05.681Z (3 months ago)
- Topics: mongodb, nodejs, reactjs
- Language: JavaScript
- Homepage: https://personal-finance-manager-topaz.vercel.app
- Size: 4.93 MB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
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Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# Personal Finance Tracker using MERN Stack
## Project Description:
The Personal Finance Tracker is a web-based application designed to assist users in tracking and managing their daily expenses. This system is built using the MERN stack (MongoDB, Express.js, React.js, and Node.js) to create a scalable, responsive, and user-friendly application.
## Objectives:
1. Simplify expense tracking for individuals.
2. Provide detailed insights into spending patterns to enable better financial management.
3. Offer a platform for users to create, update, and delete expenses and categories.
4. Offer a platform for users to set savings goals with a target amount and a target date.
5. Generate comprehensive reports based on user-defined time periods and categories.
## Features
- User Authentication and Authorization:
Allow users to sign up and log in to their personal accounts using secure authentication mechanisms.
Implement role-based access control for administrative tasks.
- Expense and Category Management:
Enable users to create, update, and delete expense entries and categories.
Track expenses by date, category, and description.
Support attaching receipts or other relevant documents to expense entries.
- Dashboard and Reporting:
Provide a visual dashboard displaying an overview of the user's expenses, including total expenses, expenses by category, and recent transactions.
Generate reports based on selected date ranges and categories, displaying pie charts and bar graphs to help users understand their spending patterns.
- Responsive User Interface:
Design a clean, responsive user interface that works seamlessly across desktop, tablet, and mobile devices.
Utilize React.js for building reusable UI components and managing state effectively.
## Technical Architecture:
- Frontend:
Utilize React.js for building the user interface, tsparticle library for awesome background effect and used other libraries like unique-names-generator, react-datepicker, moment
Implement responsive design using CSS frameworks like Bootstrap and Material-Icons.
- Backend:
Use Node.js and Express.js to build a RESTful API for handling client requests and serving as the application's backend.
Implement authentication and authorization using JSON Web Tokens (JWT) and middleware to protect endpoints.
- Database:
Store all data, including user information, expense entries, and categories, in MongoDB, a NoSQL database.
Implement Mongoose ORM for schema definition and validation.
- Deployment:
Deploy the application to a cloud provider applications.
frontend has deployed on Vercel and backend on Render.
Set up Continuous Integration and Continuous Deployment (CI/CD) pipelines for automated builds and deployments.
## Environment Variables
To run this project, you will need to add the following environment variables to your .env file in backend folder
create config folder and add config.env file in it and all all env variables there.
`MONGO_URL` : Your MongoDB Connection String
`PORT`: PORT number
## Tech Stack
**Client:** React, Redux, react-bootstrap, Material Icons, tsparticles
**Server:** Node, Express
**Database:** MongoDB
