Quantifi AI - Smart Expense Tracker

Quantifi AI is a modern, full-stack financial management application designed to help users track their income and expenses with ease. It leverages Artificial Intelligence to provide actionable financial insights, categorize transactions automatically, and offer a conversational assistant for financial queries.

🚀 Problem & Solution

The Problem: Managing personal finances can be tedious, with scattered data and a lack of actionable insights.
The Solution: Quantifi AI centralizes financial tracking, offers real-time analytics, and uses AI to simplify categorization and provide personalized financial advice.

🏗 Architecture

The application follows a standard MERN (MongoDB, Express, React, Node.js) architecture:

• Frontend: React (Vite) SPA hosted on Vercel.
• Backend: RESTful API with Node.js & Express hosted on Render.
• Database: MongoDB Atlas for persistent data storage.
• AI Service: Integration with AI providers (e.g., OpenAI/Gemini) for insights.

🛠 Tech Stack

Frontend

• Framework: React.js (Vite)
• Styling: Tailwind CSS
• State Management: Context API
• Routing: React Router DOM
• HTTP Client: Axios
• Visualization: Recharts

Backend

• Runtime: Node.js
• Framework: Express.js
• Database: MongoDB (Mongoose ODM)
• Authentication: JWT (JSON Web Tokens)
• File Handling: Multer
• Data Export: SheetJS (XLSX)

✨ Features

• Secure Authentication: JWT-based Sign-up/Login & Profile Management.
• Dashboard & Analytics: Real-time balance summary and visual spending charts.
• Transaction Management: Add, Edit, Delete, and Filter Income/Expenses.
• AI-Powered Assistant: Chat interface for financial queries and insights.
• Smart Categorization: AI-suggested categories for transactions.
• Data Export: Download financial reports as Excel (.xlsx) files.
• Receipt Uploads: Attach images to transactions.

🚀 Getting Started

Prerequisites

• Node.js (v16+)
• MongoDB Atlas Account
• Git

Setup & Installation

1. Clone the repository

   git clone https://github.com/krishivsaini/ExpenseTracker.git
   cd ExpenseTracker

2. Backend Setup

   cd backend
   npm install

   Create a .env file in backend/:

   PORT=8000
   MONGO_URI=your_mongodb_connection_string
   JWT_SECRET=your_jwt_secret
   CLIENT_URL=http://localhost:5173
   GEMINI_API_KEY=your_ai_api_key

   Start the server:

   npm start

3. Frontend Setup

   cd ../frontend/expensetracker
   npm install

   Start the development server:

   npm run dev

📦 Deployment

Backend Deployment (Render)

1. Create a new Web Service on Render.
2. Connect your repository and set the Root Directory to backend.
3. Set Build Command to npm install and Start Command to npm start.
4. Add Environment Variables: MONGO_URI, JWT_SECRET, GEMINI_API_KEY, and CLIENT_URL (set to your frontend URL).

Frontend Deployment (Vercel)

1. Import your project on Vercel.
2. Set the Root Directory to frontend/expensetracker.
3. Add Environment Variable: VITE_API_BASE_URL (set to your Render backend URL).
4. Deploy!

📂 Project Structure

ExpenseTracker/
├── backend/                 # Node.js & Express Server
│   ├── config/              # DB connection
│   ├── controllers/         # Business logic
│   ├── middleware/          # Auth & Upload checks
│   ├── models/              # Mongoose Schemas
│   └── routes/              # API Endpoints
│
└── frontend/expensetracker/ # React Vite Application
    ├── src/
    │   ├── components/      # Reusable UI components
    │   ├── context/         # Global State
    │   ├── pages/           # Main Views
    │   └── utils/           # Helpers & API setup

🗺 Roadmap

• Mobile App (React Native)
• Budget Planning & Alerts
• Multi-currency Support
• Recurring Transactions

📄 License

This project is licensed under the MIT License.