Minor Project Report

Expense Tracking System

Submitted by

Shashank Soumik Ranjan Sourabh Saikat Majumder

kumar Tripathi Das Kumar
<226301200> <226301208> <226301210> <226301191>

Course
Bachelor of Technology in Computer Science Engineering

Instructor
Mr. Shashank Sharma

Department
Department of Computer Science and Engineering
Faculty of Engineering and Technology
Gurukula Kangri (Deemed to be University)
Haridwar. (Uttarakhand)
 CERTIFICATE
This is to certify that the project report titled
"Expense Tracking System"
submitted by Shashank Kumar Tripathi(226301200), Soumik Ranjan
Das(226301208) ,Sourabh Kumar(226301210) & Saikat
Majumder(226301191), students of 6th Semester, Department of
Computer Science and Engineering, Faculty of Engineering &
Technology, Gurukula Kangri(Deemed to be University), Haridwar is
the original work completed under my supervision and guidance.
The work has been reviewed and is found to be satisfactory.

Date:

Signature of Instructor
Mr.Shashank Sharma
Assistant Professor
Department of Computer Science and Engineering,
Faculty of Engineering & Technology,
Gurukula Kangri(Deemed to be University),
Haridwar
 ABSTRACT
The Expense Tracking System is a MERN-stack (MongoDB, Express.js,
React.js, and Node.js) based web application that empowers users to
efficiently track and manage their personal or organizational expenses.
This system enables users to categorize expenses, view historical data,
and gain financial insights through reports and analytics. With a focus on
simplicity and usability, this application replaces traditional, manual
methods of budgeting with an intuitive and interactive interface. It
ensures data persistence using MongoDB and secures user access
through robust authentication mechanisms. The system is especially
suitable for individual users, small business owners, or anyone looking
to maintain better control over their finances.

INTRODUCTION
Proper management of financial resources is crucial in both personal
and professional domains. Many individuals and small business owners
still rely on manual entries in notebooks or spreadsheets to track their
daily expenses. Such methods are prone to human error, lack analytical
capability, and are not scalable.
The Expense Tracking System provides a digital solution to these
challenges. It is a user-friendly, full-stack web application that allows
users to record expenses, categorize them, and generate insightful
reports. Built using modern technologies such as React, Node.js,
Express, and MongoDB, this system ensures seamless performance,
dynamic interfaces, and reliable data management.
This project was designed with the objective of providing a free, open-
source solution for expense tracking that can be extended or
customized to suit diverse user needs.
 FEATURES
 User Authentication:
 Sign-up and Login functionality with token-based authentication

(JWT).
 Role-based access control to manage authorization securely.

 Expense Management:
 Add, view, edit, and delete expense entries.

 Each expense includes details such as amount, category, description,

and date.
 Category Management:
 Create, edit, and delete custom categories for organizing expenses.

 Helps users segment and analyze their spending effectively.

 Filtering and Search:

 Filter expenses by category, date range, or keywords.

 Quick search capability to locate specific transactions.

 Reports and Analytics:

 Visual representation of expenses using charts and tables.

 Monthly and yearly summaries to understand financial trends.

 Responsive UI:
 Built using React.js for a modern and dynamic user experience.

 Optimized for mobile and desktop screens.

 Backend API:
 RESTful API with endpoints to perform all CRUD operations.

 Middleware for error handling and validation.

 TECHNOLOGY USED

Frontend:
 Language: JavaScript (ES6+)
 Library: React.js
 Styling: CSS3, Tailwind CSS / Bootstrap
 Routing: React Router DOM
Backend:
 Environment: Node.js
 Framework: Express.js
Database:
 Database: MongoDB
 ODM Library: Mongoose
Others:
 Version Control: Git, GitHub
 Development Tools: VS Code, MongoDB Atlas
 MODULE DESCRIPTIONS
1. User Authentication Module
 Handles user registration, login, logout, and session validation.

 Secures routes using JWT and protects sensitive endpoints.

2. Expense Module
 Allows users to:

o Add new expenses.

o View all or filtered expenses by date or category.

o Update or delete expense entries.

 Each expense is tied to a user and stored in the MongoDB

database.
3. Category Module
 Users can manage their own list of categories (e.g., Food, Rent,

Travel).
 Categories help structure and organize the data for better tracking.

4. Analytics Module
 Provides summary statistics like total spending.

 Charts (Pie and Bar) show distribution by category or date.

 Offers insights for monthly/weekly breakdowns.

5. Error Handling & Notifications

 Robust backend error-handling using middleware.

 Frontend alerts and form validation for a smooth user experience.

 System Architecture
The application follows a client-server architecture.

Frontend (React)

 Handles user interface and user interactions

 Sends API requests to the backend server
 Stores JWT in local storage or cookies

Backend (Express + Node.js)

 Processes API requests

 Verifies JWTs for secure routes
 Performs CRUD operations on the database

Database (MongoDB)

 Stores all persistent data including users, expenses, and categories

 Ensures scalability and flexibility with a document-based model
 SNAPSHOTS
 Login page

 Home Page
 Add Transaction Form

 Analysis
 Register Page
 CONCLUSION
The Expense Tracking System is a robust, modern, and
secure solution to simplify financial tracking and analysis.
Built with the MERN stack, it demonstrates how full-stack
development can be used to create impactful real-world
applications. The intuitive interface, secure authentication,
and insightful reports offer a complete package for users
looking to manage their money better. With potential for
future growth and additional features, this project stands
as a valuable tool for everyday financial management.

FUTURE SCOPE

 Add recurring expenses with auto-schedule

 Budget planner and notifications
 PDF and Excel export options
 Admin dashboard for group or family accounts
 Google authentication or OAuth integration
 Mobile app version using React Native