ExTrackify - Personal Finance Manager

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 with OTP email verification.
• Expense Tracking: Add, edit, delete, and categorize expenses with advanced filtering, sorting, and pagination.
• Budget Management: Set monthly and category-wise budgets, monitor spending against limits.
• SIP Management: Create, track, and analyze SIP investments with projections, analytics, and payment reminders.
• Goal Setting: Define savings goals, estimate completion dates based on saving rate, and monitor progress.
• Bill Management: Track recurring bills with payment reminders, category grouping, and monthly totals.
• Analytics Dashboard: Interactive charts for expense breakdown, weekly/monthly trends, and SIP growth.
• Automated Reminders: Email notifications for SIP payments, overdue actions, and monthly summaries.
• Responsive UI: Modern, mobile-friendly React frontend with animations.

Tech Stack

• Frontend: React 19, Vite 6, Chart.js, Recharts, Framer Motion, TanStack React Query, Tailwind CSS
• Backend: Node.js, Express.js, MongoDB (Mongoose), JWT, Nodemailer, node-cron
• Deployment: Vercel (Frontend), Render (Backend), Docker

Structure

ExTrackify/
├── 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 Backend (see Backend/.env.example).
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.

API Endpoints

All endpoints prefixed with /api/v1. See individual route files for details:

• Auth: register, login, logout, refresh-token, forgot/reset password, OTP
• Expenses: CRUD + summary, chart data (category, weekly, monthly)
• SIPs: CRUD + analytics, projections, chart data, upcoming payments
• Budgets: per-category and overall budget CRUD + status
• Goals: CRUD + estimate completion, analytics
• Bills: CRUD + mark paid, summary, category grouping, monthly totals
• Admin: dashboard stats