Expensify (JWT + CSV Import + Charts)

A full‑stack MERN expense tracker that lets users sign up / log in, manage categories, add/edit/delete expenses, import expenses from CSV, and view spending breakdowns using interactive charts.

Features

• ✅ Authentication (JWT) – secure sign up / login
• ✅ Categories – create/delete custom categories (unique per user)
• ✅ Expenses CRUD – add, update, delete, list (latest first)
• ✅ CSV Import – bulk-import expenses (auto-creates missing categories)
• ✅ Charts – pie, bar, and line charts of spending
• ✅ Persisted Login – Redux Persist keeps you signed in

Tech Stack

Frontend

• React (Vite)
• Redux Toolkit + Redux Persist
• Axios (token interceptor)
• styled-components
• MUI X Charts + MUI Date Pickers
• PapaParse (CSV parsing)

Backend

• Node.js + Express
• MongoDB + Mongoose
• JWT auth
• bcrypt password hashing

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Getting Started (Local)

1) Backend

cd server
cp .env.example .env
npm install
npm run dev

Server runs on http://localhost:5100
Health check: GET /health

2) Frontend

cd client
cp .env.example .env
npm install
npm run dev

Client runs on http://localhost:5173

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CSV Import Format

Your CSV should include these headers:

dateStr,description,amount,categoryName
01/15/2026,Coffee,4.75,Food
01/16/2026,Bus pass,112,Transport

Notes:

• amount must be numeric
• If categoryName doesn't exist yet, it will be created automatically

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API Overview

• POST /api/auth/signup

• POST /api/auth/login

• GET /api/auth/me

• GET /api/categories

• POST /api/categories

• DELETE /api/categories/:id

• GET /api/expenses

• POST /api/expenses

• PUT /api/expenses/:id

• DELETE /api/expenses/:id

• POST /api/expenses/import/csv

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Project Structure

server/
  Controllers/
  Middleware/
  Models/
  Routes/
client/
  src/
    Components/
    Pages/
    api/
    store/