TaskForce Wallet 🚀

TaskForce Wallet is a personal finance management application designed to help users track their income, expenses, budgets, and financial goals. With a clean and intuitive interface, users can manage their finances effectively and gain insights into their spending habits.

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Hosted URLs 🌐

• Frontend: https://taskforce-challenge.vercel.app/
• Backend: https://taskforce-challenge.onrender.com/api-docs/

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Features ✨

• User Authentication 🔐

  • Register, login, and change password.
  • JWT-based authentication for secure access.

• Budget Management 💰

  • Create, update, and delete budgets.
  • Track spending against budget limits.
  • Receive notifications when budgets are exceeded.

• Transaction Tracking 📊

  • Add, edit, and delete transactions.
  • Categorize transactions (e.g., Food, Transport, Entertainment).
  • View transaction history with filters.

• Category Management 🔂

  • Create and manage categories and subcategories.
  • Update or delete subcategories.

• Financial Reports 📈

  • Generate detailed financial reports.
  • Export reports as CSV for offline analysis.

• Dashboard Overview 🔥

  • Visualize income, expenses, and category-wise spending.
  • Interactive charts for better insights.

• Currency Conversion 💱

  • Convert transaction amounts to different currencies using real-time exchange rates.

• Dark Mode 🌙

  • Toggle between light and dark themes for a personalized experience.

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Tech Stack 🛠️

Frontend

• React ⚛️
• TypeScript 📘️
• Tailwind CSS 🎨
• React Router 🔣
• Chart.js 📊
• Axios 🌐

Backend

• Node.js 🟢
• Express.js 🚂
• MongoDB 🍃
• Mongoose 🐪
• JWT 🔑
• Swagger 📝

Testing

• Jest 🧪
• Supertest 🚀

Tools

• Vite ⚡
• Winston 📝 (Logging)
• Resend 📧 (Email Notifications)

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Installation 🛠️

Prerequisites

• Node.js (v16 or higher)
• MongoDB (local or cloud instance)
• API key for Open Exchange Rates
• Resend API Key (for email notifications)

Steps

1. Clone the Repository

   git clone https://github.com/manziosee/taskforce-challenge.git
   cd taskforce-wallet

2. Install Dependencies

   cd frontend && npm install
   cd ../backend && npm install

3. Set Up Environment Variables

   • Create a .env file in the backend directory with the following content:

     PORT=5000
     MONGO_URI=mongodb+srv://<username>:<password>@cluster0.mongodb.net/taskforce-wallet?retryWrites=true&w=majority
     JWT_SECRET=your_jwt_secret_key
     OPEN_EXCHANGE_RATES_API_KEY=your_api_key
     RESEND_API_KEY=your_api_key
     EMAIL_FROM=email_address

4. Run the Application

   • Start the backend:

     cd backend && npm run dev

   • Start the frontend:

     cd frontend && npm run dev

5. Access the Application

   • Frontend: https://taskforce-challenge.vercel.app
   • Backend API: http://localhost:5000
   • Swagger Docs: https://taskforce-challenge.onrender.com/api-docs/

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API Documentation 📝

The API is documented using Swagger. You can access the documentation at:

https://taskforce-challenge.onrender.com/api-docs/

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Testing 🧪

Run tests using Jest:

cd backend && npm test

Contributing 🤝

Contributions are welcome! Please follow these steps:

1. Fork the repository.
2. Create a new branch (git checkout -b feature/your-feature).
3. Commit your changes (git commit -m 'Add some feature').
4. Push to the branch (git push origin feature/your-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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Acknowledgments 🙏

• Open Exchange Rates for currency conversion.
• Lucide Icons for beautiful icons.

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Contact 📧

For questions or feedback, feel free to reach out:

• Email: oseemanzi3@gmail.com
• GitHub: https://github.com/manziosee

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Happy budgeting! 💸✨