Budgees Expense Tracker

Budgees Expense Tracker is a web application developed to help users track their expenses efficiently. It allows users to upload bank statement files, categorize transactions, view detailed reports, and manage their financial data seamlessly.

Features

• Upload Bank Statements: Users can upload their bank statement files in CSV format.
• Categorize Transactions: The application utilizes AI to categorize transactions automatically based on the provided details.
• View Detailed Reports: Users can view categorized transactions, analyze spending patterns, and track their expenses over time.
• Manage Purchases: Users can add, edit, and delete purchases, as well as manage categories.
• Responsive Design: The frontend is built using React.js, ensuring a responsive and user-friendly experience across devices.

Technologies Used

• Frontend: React.js, Bootstrap
• Backend: Node.js, Express.js
• Database: MongoDB
• AI Integration: OpenAI API for transaction categorization
• Security: Helmet, CORS, Express Rate Limit, Session Management with Redis

Installation

1. Clone the repository for the frontend and backend:

git clone https://github.com/andevrrr/ExpenseTracker-React-Bootstrap.git
git clone https://github.com/andevrrr/ExpenseTracker-NodeJs.git

2. Navigate to the project directories:

cd ExpenseTracker-React-Bootstrap
cd ExpenseTracker-NodeJs

3. Install dependencies for both frontend and backend:

npm install

4. Set up environment variables: Provide values for environment variables.
5. Start the frontend and backend servers:

npm start

Open your browser and visit http://localhost:3000 to access the application.

Usage

• Upload Bank Statement: Navigate to the upload page and select your bank statement file in CSV format.
• Categorize Transactions: The application will automatically categorize transactions using AI. Users can review and edit categories if needed.
• View Reports: Explore detailed reports, track expenses, and analyze spending patterns over time.
• Manage Purchases: Add, edit, or delete purchases as necessary to maintain accurate financial records. License

This project is licensed under the MIT License.