ExpenseFlow - AI-Powered Expense Tracker

A full-stack expense tracking application with dual-mode functionality for transport businesses and personal expense management, plus AI-powered insights and monthly email reports.

Live Demo | Report Bug | Request Feature

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Demo Video

Screenshots

Landing Page

Transport Expense Dashboard

Personal Expense Dashboard

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Problem Statement

Managing expenses—whether personal or for a transport business—is messy. People lose track of where their money goes, budgets get overspent without warning, and transport owners struggle to calculate trip profitability with scattered data.

The core problems:

• No spending visibility — People don't know where their money goes each month
• Budget overspending — No alerts when approaching or exceeding budget limits
• Scattered records — Expenses tracked in notebooks, spreadsheets, or not at all
• Manual tracking — Tedious data entry leads to inconsistent or no tracking
• No business insights — Transport owners can't calculate per-trip profit/loss
• Lost receipts — Paper receipts get lost, making reimbursement and tax filing harder
• No automated reporting — No monthly summaries or AI-powered spending insights

ExpenseFlow solves this by providing:

• A centralized platform to track all expenses with categories
• Real-time budget alerts with visual progress bars
• AI-powered spending analysis and monthly email reports
• Receipt scanning with automatic data extraction
• Dual-mode for both personal and transport business tracking
• Clean dashboards with charts and analytics

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Features

Authentication & Security

• JWT-based auth with httpOnly cookies
• Email verification with OTP
• Password reset with OTP
• Input validation with express-validator
• Multi-tenant data isolation

Transport Mode

• Trip expense tracking with detailed breakdowns
• Fuel, maintenance, and toll management
• Trip-wise profit/loss calculation
• Receipt upload for each trip
• Multiple receipt management per trip

Personal Mode

• Daily expense tracking across 11+ categories
• Budget management with visual progress bars and alerts
• Monthly spending analytics
• Recurring expense support
• Payment method tracking (Cash, UPI, Card, etc.)

AI Features

• Receipt scanning with OpenAI Vision API
• Monthly AI email reports with spending insights
• Automated report generation via cron jobs

General

• Real-time analytics dashboards
• Cloud storage via Cloudinary
• Payment integration with Razorpay
• Responsive brutalist UI design

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Tech Stack

Backend

Technology	Purpose
Node.js v18+	Runtime
Express.js v5	Framework
MongoDB + Mongoose	Database & ODM
JWT	Authentication
Brevo API	Email service
Cloudinary	File storage
Razorpay	Payments
OpenAI API	AI receipt scanning
express-validator	Input validation

Frontend

Technology	Purpose
React 19	UI library
Vite	Build tool
Tailwind CSS v4	Styling (Brutalist UI)
React Router v7	Routing
Context API	State management
Axios	HTTP client
Recharts	Charts
React Icons	Icons

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Quick Start

Prerequisites

• Node.js v18 or higher
• MongoDB (local or Atlas)
• npm or yarn

Installation

1. Clone the repository

git clone https://github.com/sohaildevx/ExpenseFlow.git
cd ExpenseFlow

2. Backend Setup

cd Backend
npm install

Create .env file:

PORT=8000
NODE_ENV=development
MONGODB_URI=mongodb://localhost:27017/expenseflow
JWT_SECRET=your_jwt_secret
CLOUDINARY_CLOUD_NAME=your_cloud_name
CLOUDINARY_API_KEY=your_api_key
CLOUDINARY_API_SECRET=your_api_secret
SENDER_EMAIL=your_email@gmail.com
BREVO_API_KEY=your_brevo_api_key
RAZORPAY_KEY_ID=your_razorpay_key_id
RAZORPAY_KEY_SECRET=your_razorpay_secret
OPENAI_API_KEY=your_openai_api_key
CRON_SECRET=your_cron_secret
LOCALFRONTEND=http://localhost:5173
FRONTEND=https://your-deployed-frontend.vercel.app

3. Frontend Setup

cd Frontend
npm install

Create .env file:

VITE_API_URL=http://localhost:8000
VITE_RAZORPAY_KEY_ID=your_razorpay_key_id

4. Run the app

# Backend
cd Backend
npm run dev

# Frontend (new terminal)
cd Frontend
npm run dev

5. Access

• Frontend: http://localhost:5173
• Backend: http://localhost:8000

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Project Structure

Ai-Expense-Tracker/
├── Backend/
│   ├── __tests__/              # Unit tests
│   ├── config/
│   │   ├── cronJobs.js         # Cron job scheduler
│   │   ├── EmailTemplate.js    # Email HTML templates
│   │   ├── nodeMailer.js       # Brevo email service
│   │   └── Razorpay.js         # Razorpay config
│   ├── controllers/
│   │   ├── AiReportController.js
│   │   ├── budget.controllers.js
│   │   ├── expense.controllers.js
│   │   ├── razorpay.controllers.js
│   │   ├── trip.controllers.js
│   │   └── user.controllers.js
│   ├── DB/
│   │   └── Db.js               # MongoDB connection
│   ├── middleware/
│   │   └── auth.js             # JWT auth middleware
│   ├── model/
│   │   ├── budget.model.js
│   │   ├── expense.model.js
│   │   ├── razorpay.model.js
│   │   ├── tripeExpenses.js
│   │   └── user.model.js
│   ├── routes/
│   │   ├── budget.route.js
│   │   ├── expense.route.js
│   │   ├── razorpay.Route.js
│   │   ├── report.route.js
│   │   ├── trip.routes.js
│   │   └── user.routes.js
│   ├── service/
│   │   ├── AiAnalyzer.js       # AI analysis service
│   │   └── OpenAi.js           # OpenAI API integration
│   ├── utils/
│   │   ├── cloudinary.js       # Cloudinary upload
│   │   └── jsonAuth.js         # JWT token utilities
│   ├── app.js                  # Express app setup
│   ├── server.js               # Server entry point
│   └── package.json
│
└── Frontend/
    ├── Expense/                # Personal expense pages
    │   ├── AddExpense.jsx
    │   ├── AllExpensesPage.jsx
    │   ├── Budget.jsx
    │   ├── ExpenseDasboard.jsx
    │   └── page.js
    ├── src/
    │   ├── Components/
    │   │   ├── Footer.jsx
    │   │   ├── Header.jsx
    │   │   ├── Hero.jsx
    │   │   ├── ServerWaking.jsx
    │   │   └── index.js
    │   ├── config/
    │   │   └── Axios.js
    │   ├── context/
    │   │   ├── AuthContext.jsx
    │   │   ├── razorpayContext.jsx
    │   │   ├── SimpleExpenseContext.jsx
    │   │   └── TripContext.jsx
    │   ├── pages/
    │   │   ├── AddTrip.jsx
    │   │   ├── AllTrips.jsx
    │   │   ├── Dashboard.jsx
    │   │   ├── EditTrip.jsx
    │   │   ├── ForgotPage.jsx
    │   │   ├── Home.jsx
    │   │   ├── Login.jsx
    │   │   ├── SignUp.jsx
    │   │   ├── VerifyEmail.jsx
    │   │   ├── SupportButton.jsx
    │   │   ├── SupportPage.jsx
    │   │   ├── View.jsx
    │   │   └── pages.js
    │   ├── routes/
    │   │   ├── AppRoutes.jsx
    │   │   └── ProtectedRoute.jsx
    │   ├── App.jsx
    │   └── main.jsx
    ├── public/
    │   └── calendar-dollar.svg
    ├── index.html
    ├── vercel.json
    ├── vite.config.js
    └── package.json

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API Endpoints

Authentication (/user)

Method	Endpoint	Description
POST	/register	Create new account
POST	/login	User login
POST	/logout	User logout
GET	/getCurrentUser	Get authenticated user
POST	/send-reset-otp	Request password reset OTP
POST	/verify-reset-otp	Verify reset OTP
POST	/reset-password	Reset password with OTP
POST	/verify-email	Verify email with OTP
POST	/resend-verification-otp	Resend verification OTP

Trip Expenses (/trip)

Method	Endpoint	Description
POST	/trip-expense	Create new trip
GET	/trip-expenses	Get all user trips
GET	/trip-expense/:id	Get single trip
PUT	/:id	Update trip
DELETE	/:id	Delete trip
POST	/:id/receipt	Upload receipt
DELETE	/:id/receipt/:receiptId	Delete receipt
GET	/:id/receipts	Get all receipts

Personal Expenses (/expense)

Method	Endpoint	Description
POST	/	Create expense
POST	/scan-receipt	Scan receipt with AI
POST	/:id/receipt	Upload receipt
GET	/	Get all expenses
GET	/statistics	Get spending analytics
GET	/:id	Get single expense
PUT	/:id	Update expense
DELETE	/:id	Delete expense

Budget Management (/budget)

Method	Endpoint	Description
POST	/addBudget	Create budget
GET	/getBudget/:id	Get single budget
GET	/getAllBudgets	Get all budgets
PUT	/updateBudget/:id	Update budget
DELETE	/deleteBudget/:id	Delete budget

Payments (/razorpay)

Method	Endpoint	Description
POST	/create-order	Create payment order
POST	/verify-payment	Verify payment
GET	/supporters	Get supporters list
GET	/payments	Get payment history

Reports (/report)

Method	Endpoint	Description
POST	/cron/simple-reports	Generate simple reports (cron)
POST	/cron/transport-reports	Generate transport reports (cron)
GET	/test-smtp	Test email config

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Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

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License

This project is licensed under the MIT License - see the LICENSE file for details.

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