Stop guessing where your money went. Track it, visualize it, control it.

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📊 The Problem

❌  No clear picture of where money is going each month
❌  Income and expenses tracked in scattered spreadsheets (or not at all)
❌  No way to spot financial patterns until it's too late
❌  Generic finance apps — cluttered, complicated, not built for you

✅ What Ledgerly Does

✔  Single dashboard — total balance, income, and expenses at a glance
✔  30-day income vs expense chart — see trends, not just numbers
✔  Log income sources and expense categories with emoji logos
✔  Secure auth — bcrypt + httpOnly JWT cookies, no localStorage nonsense
✔  Clean MERN architecture — MVC backend, Context API frontend

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🖥️ Dashboard at a Glance

┌──────────────────────────────────────────────────────────────┐
│  💰 Total Balance      📈 Total Income      📉 Total Expenses │
│     ₹ 42,500              ₹ 75,000              ₹ 32,500      │
├──────────────────────────────────────────────────────────────┤
│                                                              │
│   Income vs Expenses — Last 30 Days (Chart.js)              │
│   ▓▓▓▓▓▓▓░░░░░  Income                                      │
│   ▓▓▓░░░░░░░░░  Expenses                                    │
│                                                              │
├──────────────────────────────────────────────────────────────┤
│  Recent Transactions                                         │
│  🍕 Food · ₹450 · Today        💼 Salary · ₹50,000 · Jun 1  │
└──────────────────────────────────────────────────────────────┘

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✨ Key Features

💚 Income Management Add income with source, amount & date Optional emoji/logo per income stream Delete outdated records Aggregated income overview 🔴 Expense Tracking Log expenses by category (Food, Transport, Utilities...) Visual logo/emoji identifier per entry Full expense history with delete Category-level spending breakdown

📈 Analytics Dashboard 30-day Income vs Expense line chart Real-time balance calculation Recent transactions feed MongoDB Aggregation Pipelines for summaries 🔐 Auth & Security bcrypt password hashing httpOnly JWT cookie sessions Protected API routes via middleware CORS + cookie-parser configured

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🏗️ Architecture

Client (React + Vite)
│
├── /Pages          → Landing, Home Dashboard, Income, Expenses
├── /Components     → Reusable UI components
├── /useContext     → Global state (user session, financial data)
└── /utils          → Helper functions

Server (Node + Express) — MVC Pattern
│
├── /Routes         → authRoutes, incomeRoutes, expenseRoutes, dashboardRoutes
├── /Controllers    → Business logic per domain
├── /Models         → Mongoose schemas (Users, Income, Expenses)
└── server.js       → Entry point — Express init, MongoDB connect, middleware

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⚙️ Tech Stack

Frontend

Backend

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🚀 Getting Started

# Clone the repo
git clone https://github.com/Ronit178693/Ledgerly.git
cd Ledgerly/Expense-Tracker

# ── Frontend ──────────────────────────────
npm install
npm run dev                    # → http://localhost:5173

# ── Backend ───────────────────────────────
cd backend
npm install

# Create your .env file
cp .env.example .env
# Fill in: MONGO_URI, JWT_SECRET, PORT

npm run dev                    # → http://localhost:5000

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🗃️ Data Models

📋 Click to expand schema overview

User — name · email · password (bcrypt) · createdAt

Income — user (ref) · source · amount · date · logo

Expense — user (ref) · category · amount · date · logo

Dashboard aggregations computed server-side via MongoDB Aggregation Pipelines — no heavy lifting on the frontend.

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📁 Project Structure

Ledgerly/
└── Expense-Tracker/
    ├── src/
    │   ├── Pages/              # Landing, Home, Income, Expenses
    │   ├── Components/         # Reusable UI
    │   ├── useContext/         # Context API providers
    │   ├── utils/              # Helpers
    │   └── App.jsx             # Route definitions
    └── backend/
        └── src/
            ├── Models/         # Users, Income, Expenses
            ├── Routes/         # auth, income, expense, dashboard
            ├── Controllers/    # Business logic
            └── server.js       # Entry point

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Built with 💚 by Ronit Agrawal