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A personal budget tracker app with passport local authorization. Add bills and multiple sources of income. See how your expenses break down daily, weekly, monthly, and yearly.

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valerievozza/pocket

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Pocket

A personal budget tracker app with passport local authorization. Add bills and multiple sources of income. See how your expenses break down daily, weekly, monthly, and yearly.

Screenshots

pocket_main Screenshot from 2022-09-30 14-35-49 pocket_budget
Screenshot from 2022-09-30 15-07-06 Screenshot from 2022-09-30 15-07-25 Screenshot from 2022-09-30 15-07-33

Tech Stack

Client: JavaScript, EJS, TailwindCSS

Server: Node, Express, MongoDB

Dependencies: bcrypt, connect-mongo, dotenv, ejs, express, express-flash, express-session, mongodb, mongoose, morgan, nodemon, passport, passport-local, validator

Features

  • Secure login with Passport Auth
  • Add expenses and multiple sources of income
  • Sort expenses by name, category, or cost
  • See how expenses break down on a daily, weekly, monthly, and yearly basis
  • Responsive for desktop & mobile

Installation

Install with npm

  npm install bcrypt connect-mongo dotenv ejs express express-flash express-session mongodb mongoose morgan nodemon passport passport-local validator

Environment Variables

To run this project, you will need to add the following environment variables to your .env file

PORT = <port> (can be any port, ex: 3000)

Database

DB_STRING = <your MongoDB uri>

Optimizations

  • User can select custom frequency for expenses and income streams (every x number of weeks/months)
  • Made table data sortable
  • Added Mongoose virtuals to calculate daily, weekly, monthly, and yearly cost of each expense without having to store all that data in the database
  • Added soft delete so expenses aren't automatically purged from database in case user needs to restore data

Planned Features & Improvements:

  • Calcuate user's remaining funds
  • Add budgeting and saving tips
  • Add confirmation popups for deleting expenses, income, and account

Other Examples of My Work

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mailroom pictogram Screenshot from 2022-09-30 11-42-02
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A personal budget tracker app with passport local authorization. Add bills and multiple sources of income. See how your expenses break down daily, weekly, monthly, and yearly.

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