Tracksy - MERN Stack Finance Tracker

A full-stack personal finance tracking application built with MongoDB, Express.js, React, and Node.js.

Features

• User authentication (register/login)
• Track income and expenses
• Categorize transactions
• Set and monitor budgets
• Financial reports and analytics
• Secure and private data storage

Tech Stack

Backend

• Node.js - Runtime environment
• Express.js - Web framework
• MongoDB - Database (MongoDB Atlas)
• Mongoose - ODM for MongoDB
• JWT - Authentication
• bcryptjs - Password hashing

Frontend

• React - UI library
• React Router - Navigation
• Tailwind CSS - Styling
• shadcn/ui - UI components
• Lucide React - Icons

Getting Started

Prerequisites

• Node.js (v14 or higher)
• MongoDB Atlas account
• npm or yarn

Installation

1. Clone the repository ```bash git clone cd tracksy ```

2. Install Backend Dependencies ```bash cd server npm install ```

3. Install Frontend Dependencies ```bash cd ../client npm install ```

4. Configure Environment Variables

Create a .env file in the server directory: ```env MONGODB_URI=mongodb://atlas-sql-6900f19ac558922b8432b469-aabfet.a.query.mongodb.net/myVirtualDatabase?ssl=true&authSource=admin JWT_SECRET=your-secret-key-here PORT=5000 NODE_ENV=development ```

Create a .env file in the client directory: ```env REACT_APP_API_URL=http://localhost:5000/api ```

Running the Application

1. Start the Backend Server ```bash cd server npm run dev ``` The server will run on http://localhost:5000

2. Start the Frontend (in a new terminal) ```bash cd client npm start ``` The app will run on http://localhost:3000

API Endpoints

Authentication

• POST /api/auth/register - Register new user
• POST /api/auth/login - Login user
• GET /api/auth/me - Get current user

Transactions

• GET /api/transactions - Get all transactions
• POST /api/transactions - Create transaction
• PUT /api/transactions/:id - Update transaction
• DELETE /api/transactions/:id - Delete transaction
• GET /api/transactions/stats - Get transaction statistics

Categories

• GET /api/categories - Get all categories
• POST /api/categories - Create category
• PUT /api/categories/:id - Update category
• DELETE /api/categories/:id - Delete category

Budgets

• GET /api/budgets - Get all budgets
• POST /api/budgets - Create budget
• PUT /api/budgets/:id - Update budget
• DELETE /api/budgets/:id - Delete budget

Users

• PUT /api/users/profile - Update user profile
• PUT /api/users/password - Update password

Database Schema

User

• name, email, password (hashed)
• currency preference
• timestamps

Transaction

• user reference
• type (income/expense)
• amount, category, description
• date, timestamps

Category

• user reference
• name, type (income/expense)
• color, icon
• timestamps

Budget

• user reference
• category reference
• amount, period (monthly/yearly)
• month, year
• timestamps

Security Features

• Password hashing with bcryptjs
• JWT token authentication
• Protected API routes
• User data isolation
• Input validation

Deployment

Backend (Heroku/Railway/Render)

1. Set environment variables
2. Deploy from GitHub or CLI
3. Ensure MongoDB Atlas IP whitelist includes deployment server

Frontend (Vercel/Netlify)

1. Build the React app: npm run build
2. Deploy the build folder
3. Set REACT_APP_API_URL to your backend URL

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

This project is licensed under the MIT License.