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The Expense Tracker is a web-based application built using the MERN stack, designed to help users efficiently manage their income and expenses. It features modules for tracking income, expenses, and visualizing financial data, promoting better financial decision-making. Future enhancements may include AI integration, mobile compatibility, and advanced reporting capabilities.

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Shivani Appi
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12 views

fsd

The Expense Tracker is a web-based application built using the MERN stack, designed to help users efficiently manage their income and expenses. It features modules for tracking income, expenses, and visualizing financial data, promoting better financial decision-making. Future enhancements may include AI integration, mobile compatibility, and advanced reporting capabilities.

Uploaded by

Shivani Appi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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TITLE: EXPENSE TRACKER

A MERN Stack Based Project

SUBMITTED BY:
SINCHANA V
SMRITHI R SHARMA
SHIVANI GIREESH
INTRODUCTION
• The Expense Management System is designed to help
users track their income, expenses, and financial
transactions efficiently.
• It is a web-based application built using the MERN stack
(MongoDB, Express.js, React.js, Node.js) that allows easy
access from any modern web browser.
• The system provides visualizations, detailed reports, and a
user-friendly interface for better financial decision-making.
PROBLEM STATEMENT
Managing money can be tricky without the right tools. Many apps
are either too complex or don’t have important features like
budgeting and tracking expenses, making it hard for people to stay
on top of their finances.

OBJECTIVES
• Provide an intuitive system for tracking income
and expenses.
• Include features such as expense categorization,
budget tracking, and income monitoring to help
users take control of their finances.
• Promote financial awareness and smarter
decision-making.
TECHNOLOGIES
USED
• Frontend: React.js, Redux
• Backend: Node.js, Express.js
• Database: MongoDB
• Libraries: Redux, React Router
• Programming Language: JavaScript
• Tools: Visual Studio
SYSTEM MODULES OVERVIEW
DASHBOARD MODULE INCOME MODULE
Provides an overview Tracks and logs
of the user’s financial different sources of
status, visual charts, income.
and transaction
history.

EXPENSE MODULE
Allows the user to
categorize and
track expenditures
while setting limits
for each category.
DASHBOARD MODULE
CHART MODULE HISTORY MODULE
Displays financial data using pie Tracks past transactions
charts, bar graphs, and other visual and provides insights into
tools to help users easily understand spending patterns.
their financial situation.

INCOME MODULE
INCOME FORM DATE PICKER
Users can input the Enables users to select the
amount and source of income date, making it easy to
income. track earnings over time.
EXPENSE MODULE

EXPENSE FORM BUDGETING

Allows users to record the Users can set limits to


amount spent, categorize ensure they stay within
expenses, and assign their planned spending
purposes to each expense. for various categories.
SYSTEM REQUIREMENTS

SOFTWARE HARDWARE
REQUIREMENTS REQUIREMENTS
• OS: Windows 7 and Above • Processor: PIV 2.8 GHz
or higher
• Database: MongoDB
• RAM: 512 MB
• IDE: Visual Studio
• Disk: 40 GB
• Libraries: Node.js, Express.js,
Redux • Web Browser: Chrome,
Safari, or any modern
• Server: IIS (Internet browser
Information Services)
KEY FEATURES
• User Authentication: Sign in and register to secure user data.

• Financial Dashboard: View and analyze finances through


charts.

• CRUD Operations: Add, edit, and delete income and expenses.

• MongoDB Data Persistence: Ensures data is saved for future


access.

• Responsive UI: React-based user interface optimized


• for all devices.
FUTURE SCOPE
• Integration: Potential to integrate with accounting and payroll
software to provide a comprehensive financial ecosystem.

• AI and ML: Could include automated categorization of expenses


and fraud detection.

• Mobile Compatibility: Develop mobile apps to provide on-the-go


financial management.

• Multilingual and Multi-currency Support: Extend the platform for


global businesses and personal users.

• Advanced Financial Reporting: Detailed insights and trend


analysis for smarter financial decision-making.
CONCLUSION
• Built using the MERN stack, the Expense
Management System provides a solid and efficient
tool for individuals and organizations to manage
finances effectively.

• Future enhancements like AI/ML, mobile support, and


advanced reporting could further improve its
functionality.

• With robust features and a user-friendly interface, the


system has great potential for wide-scale use in both
personal finance and business operations.
REFERENCES
• Smith, J. (2021). Developing an Expense Management System
using the MERN stack. Journal of Software Engineering, 6(2), 56-67.
• Johnson, S. (2020). A User-Centered Design Approach to
Developing an Expense Management System. Proceedings of the
12th International Conference on Human-Computer Interaction,
231-244.
• Brown, E. (2019). Implementing a Cloud-Based Expense
Management System for Small Businesses. Journal of Information
Systems and Technology Management, 16(3), 123-134.
• Lee, K. (2018). Design and Development of an Expense
Management System for Personal Finance. Proceedings of the 8th
International Conference on Computer Science and Information
Technology, 345-356.
• Wilson, R. (2017). An Evaluation of Expense Management Systems
in Large Enterprises. Journal of Enterprise Information
Management, 30(4), 567-578.
THANK YOU

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