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Expense Tracker

A full-stack personal finance management application for tracking expenses, managing budgets, setting savings goals, and monitoring SIP (Systematic Investment Plan) investments.

🚀 Features

• User Authentication: Secure registration, login, and JWT-based session management.
• Expense Tracking: Add, edit, delete, and categorize expenses with advanced filtering and analytics.
• Budget Management: Set monthly and category-wise budgets, monitor spending, and receive alerts.
• SIP Management: Create, track, and analyze SIP investments with projections and reminders.
• Goal Setting: Define savings goals, estimate completion dates, and monitor progress.
• Analytics Dashboard: Visualize spending patterns, investment growth, and financial health with interactive charts.
• Automated Reminders: Email notifications for SIP payments, overdue actions, and monthly summaries.
• Responsive UI: Modern, mobile-friendly React frontend with custom theming and animations.
• Admin Dashboard: (Optional) Overview of users, investments, and payments for administrators.

🛠️ Tech Stack

• Frontend: React, Vite, Chart.js, Framer Motion, Styled Components, Tailwind CSS
• Backend: Node.js, Express.js, MongoDB (Mongoose), JWT, Nodemailer, node-cron
• APIs: RESTful endpoints for all resources (expenses, budgets, SIPs, goals, payments)
• Other: React Query, Axios, React Router, Hot Toast notifications

📦 Structure

Expense tracker/
├── Backend/   # Node.js/Express/MongoDB API
├── Frontend/  # React/Vite/Tailwind UI
└── README.md

📝 How to Run

1. Clone the repository.
2. Set up environment variables for both frontend and backend (see respective README files).
3. Install dependencies and start both servers:
   • Backend: cd Backend && npm install && npm run dev
   • Frontend: cd Frontend && npm install && npm run dev
4. Access the app at http://localhost:5173.

📈 Demo

• Add, edit, and analyze expenses.
• Set and monitor budgets and savings goals.
• Manage SIP investments with projections and reminders.
• Visualize your financial health with interactive dashboards.

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📄 Resume Summary (for your CV)

Expense Tracker (Full-Stack Personal Finance Platform)
React, Node.js, Express, MongoDB, Chart.js, Tailwind CSS

• Designed and developed a comprehensive personal finance management system enabling users to track expenses, set budgets, manage SIP investments, and achieve savings goals.
• Implemented secure authentication, RESTful APIs, and automated email reminders for SIP payments and overdue actions.
• Built a modern, responsive dashboard with advanced analytics and interactive data visualizations using React, Chart.js, and Framer Motion.
• Integrated recurring expense automation, goal estimation, and real-time notifications to enhance user engagement and financial awareness.
• Ensured robust backend architecture with Node.js, Express, MongoDB, and JWT-based security.

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Expense Tracker Backend

A comprehensive RESTful API backend for managing personal expenses, payments, SIPs, and budgets.

🚀 Setup and Installation

1. Clone the repository
2. Install dependencies:

cd Backend
npm install

3. Create a .env file with the following variables:

PORT=8000
MONGODB_URI=your_mongodb_connection_string
ACCESS_TOKEN_SECRET=your_access_token_secret
REFRESH_TOKEN_SECRET=your_refresh_token_secret
ACCESS_TOKEN_EXPIRY=1d
REFRESH_TOKEN_EXPIRY=10d

4. Start the server:

npm run dev

📁 Project Structure

Backend/
├── src/
│   ├── controllers/
│   │   ├── users.controllers.js
│   │   ├── expense.controllers.js
│   │   ├── Payment.controller.js
│   │   ├── SIP.controller.js
│   │   ├── budget.controller.js
│   │   └── adminController.js
│   ├── models/
│   │   ├── Users.models.js
│   │   ├── Expense.models.js
│   │   ├── Payment.models.js
│   │   ├── SIP.models.js
│   │   └── Budget.models.js
│   ├── routes/
│   │   ├── user.routes.js
│   │   ├── expense.routes.js
│   │   ├── payment.routes.js
│   │   ├── sip.routes.js
│   │   ├── budget.routes.js
│   │   └── admin.routes.js
│   ├── middleware/
│   │   └── auth.middleware.js
│   ├── cronJobs/
│   │   └── cronJobs.js
│   ├── db/
│   │   └── index.js
│   ├── app.js
│   └── server.js
├── package.json
└── README.md

🔗 API Endpoints

Authentication Routes

• POST /api/users/register - Register new user
• POST /api/users/login - Login user
• POST /api/users/logout - Logout user
• POST /api/users/refresh-token - Refresh access token
• PUT /api/users/profile - Update user profile
• DELETE /api/users/delete - Delete user account
• POST /api/users/change-password - Change password
• GET /api/users/get-currentUser - Get current user details

Expense Routes

• GET /api/expenses - Get all expenses
• POST /api/expenses - Create new expense
• GET /api/expenses/summary - Get expense summary
• PUT /api/expenses/:id - Update expense
• DELETE /api/expenses/:id - Delete expense
• GET /api/expenses/chart/category-summary - Get category-wise summary
• GET /api/expenses/chart/weekly-summary - Get last 7 days summary
• GET /api/expenses/chart/monthly-summary - Get last 6 months summary

Payment Routes

• POST /api/payments - Create payment
• GET /api/payments - Get all payments
• GET /api/payments/:id - Get payment by ID
• PUT /api/payments/:id - Update payment
• DELETE /api/payments/:id - Delete payment

SIP Routes

• POST /api/sips - Create new SIP
• GET /api/sips - Get all SIPs
• GET /api/sips/active - Get active SIPs
• GET /api/sips/chart - Get SIP chart data
• GET /api/sips/:id - Get SIP by ID
• PUT /api/sips/:id - Update SIP
• DELETE /api/sips/:id - Delete SIP
• GET /api/sips/:id/projection - Get SIP projection

Budget Routes

• POST /api/budgets - Set/update budget
• GET /api/budgets - Get budget
• GET /api/budgets/status - Get budget status
• POST /api/budgets/overall - Set/update overall budget
• GET /api/budgets/overall - Get overall budget

Admin Routes

• GET /api/admin/dashboard - Get admin dashboard data

🔒 Authentication

The API uses JWT (JSON Web Tokens) for authentication:

• Access Token: Short-lived token for API access
• Refresh Token: Long-lived token for generating new access tokens

Include the token in the Authorization header:

Authorization: Bearer <your_token>

💻 Technologies Used

• Runtime: Node.js
• Framework: Express.js
• Database: MongoDB with Mongoose ODM
• Authentication: JWT (jsonwebtoken)
• Password Hashing: bcrypt
• Environment Variables: dotenv
• Task Scheduling: node-cron

🔧 Features

• User authentication with JWT
• Expense tracking with categories
• Payment management
• SIP investments tracking
• Budget management
• Admin dashboard
• Automated recurring expenses
• Data visualization endpoints
• Password hashing and security
• Input validation and sanitization

🚀 API Response Format

Success Response:

{
  "success": true,
  "data": {},
  "message": "Operation successful"
}

Error Response:

{
  "success": false,
  "error": "Error message"
}

📝 Error Handling

The API implements centralized error handling with appropriate HTTP status codes:

• 400: Bad Request
• 401: Unauthorized
• 403: Forbidden
• 404: Not Found
• 500: Internal Server Error

🧪 Testing the API

Prerequisites

• Postman or Insomnia REST client
• Running backend server
• MongoDB connection

Setup

1. Import the API collection from tests/api-collection.json
2. Create an environment in your REST client with these variables:
   • baseUrl: http://localhost:8000
   • accessToken: (will be set after login)
   • sipId: (will be set after creating a SIP)

Test Flow

1. Register a new user
2. Login to get access token
3. Set the access token in your environment
4. Test other endpoints using the authenticated requests

Available Test Cases

• Authentication flow
• Expense CRUD operations
• SIP management
• Budget settings
• Payment processing

🔗 API Documentation

Authentication Endpoints

POST /api/auth/register
POST /api/auth/login
POST /api/auth/logout
POST /api/auth/refresh-token

Expense Endpoints

POST   /api/expenses
GET    /api/expenses
GET    /api/expenses/:id
PUT    /api/expenses/:id
DELETE /api/expenses/:id
GET    /api/expenses/summary

SIP Endpoints

POST   /api/sips
GET    /api/sips
GET    /api/sips/:id
PUT    /api/sips/:id
DELETE /api/sips/:id

Budget Endpoints

POST   /api/budgets
GET    /api/budgets
POST   /api/budgets/overall
GET    /api/budgets/status

Payment Endpoints

POST   /api/payments
GET    /api/payments
GET    /api/payments/:id
PUT    /api/payments/:id
DELETE /api/payments/:id

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