Expense Management System

🌐 GitHub Repo

https://github.com/Prakashsaw/Expense-Management-System

🚀 Live Demo

https://expense-management-system-prakash.netlify.app/

📌 Description

The Expense Management System is a web-based application designed to help users efficiently track and manage their financial transactions.
It provides features like user authentication, expense tracking, and data visualization to ensure a seamless budgeting experience.

🔹 Key Functionalities:

• User Authentication: Secure login & registration with email verification.
• Password Security: Bcrypt encryption for passwords and JWT token-based authentication.
• Password Recovery: Forgot password functionality with email-based reset link.
• Expense Management: Add, edit, delete, and categorize expenses with filtering options.
  • Search Transactions: Search for specific transactions quickly.
  • Export to Excel: Download filtered expenses with a date-based filename.
• Financial Insights: View expenses weekly, monthly, yearly, and through custom date ranges.
• Data Analytics: Expense visualization with charts & graphs.

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🛠 Tech Stack

Frontend:

• React.js, Bootstrap, Ant Design, CSS

Backend:

• Node.js, Express.js, Nodemailer

Database:

• MongoDB

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⚙️ Run Locally

Step 1: Clone the project

git clone https://github.com/Prakashsaw/Expense-Management-System.git

Step 2: Navigate to the project directory

cd Expense-Management-System

Step 3: Install dependencies

Install dependencies for the frontend

cd client/
npm install

Install dependencies for the backend

cd server/
npm install

Step 4: Set up environment variables

Create a .env file inside the server/ directory and add the following:

MONGO_URL=
PORT=

BCRYPT_SALT=
JWT_SECRETE_KEY=
EXPIRE_IN=

EMAIL_HOST=
EMAIL_PORT=
EMAIL_USER=
EMAIL_PASS=
EMAIL_FROM=

FAST2SMS_API_KEY=

Step 5: Start the application

Start the frontend

// Open a new terminal
cd client
npm run start

Start the backend

// Open a new terminal
cd server
npm run start

Step 6: Access the app

Once the setup is complete, the app will be running on your local system.

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🔥 Features

• 🔒 Secure User Authentication: Register, log in, and log out securely.

• 📧 Email Verification: Verify accounts via a confirmation link sent to the email.

• 🔑 Password Management: Forgot password functionality with email reset link.

• 📝 User Profile Management: Update profile details and change passwords after login.

• 💰 Transaction Management:

  • Add, edit, and delete financial transactions with confirmation prompts.
  • Categorize transactions into income or expenses.
  • 🔍 Search Transactions: Quickly search for transactions using keywords.
  • 📤 Export to Excel: Download filtered transactions as an Excel file with a date-based filename.

• 📊 Financial Overview:

  • View transaction history weekly, monthly, and yearly.
  • Filter transactions by custom date range.
  • Filter by income, expenses, or both.

• 📈 Data Analytics: Interactive graphs & charts for expense tracking.

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📸 Screenshots

Authentication & User Management

Feature	Screenshot
Homepage
User Sign Up
User Lofin
Forgot Password
User Profile Menu
Update User Profile
Change User Password

Expense Management

Feature	Screenshot
Expense Home Page
Add Expense
Filter Expense
Edit and Update Expense
Delete Expense Warning
Expense Analytics

Contact Us

Feature	Screenshot
Contact Us
Copy Right

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🛠 Made By

• @Prakashsaw

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📝 License & Agreement

License

This project is licensed under the MIT License.
You are free to use, modify, and distribute this software as long as you include the original license.

Usage Agreement

By using this software, you agree to the following:

• You will not use this project for any illegal or unethical activities.
• If modified and redistributed, proper credit must be given to the original creator.
• The software is provided "as-is", without any guarantees of functionality or security.

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🌟 If you like this project, don't forget to star the repo! ⭐