Paisable

Paisable is a full-stack personal finance management app built with React (frontend), Node.js/Express (backend), MongoDB (database), and enhanced with Google Gemini AI for OCR-based receipt scanning. It helps users track income, expenses, receipts, and visualize financial analytics via charts.

Features

• Authentication – JWT-based login & signup
• Transactions Management – Add income and expenses with categories
• Analytics & Charts – Visual breakdown by category, income/expense trends
• Receipt Management – Upload receipts and automatically extract expense details using Google Gemini OCR
• Full-Stack Deployment Ready – Backend on Render, frontend on Netlify
• Account Settings – View your profile and delete your account permanently from the app.

Deployment Links

• Frontend: Netlify
• Backend: Render

Tech Stack

Frontend:

• React + Vite
• React Router
• Axios
• TailwindCSS

Backend:

• Node.js + Express
• MongoDB + Mongoose
• JWT Authentication
• Multer (for file uploads)
• Google Gemini AI SDK (for OCR)

Dev Tools:

• Nodemon
• dotenv

Hosting:

• Frontend → Netlify
• Backend → Render
• Database → MongoDB Atlas

Project Structure

.
├── backend/
│ ├── server.js # Express app entry
│ ├── package.json
│ ├── config/
│ │ └── db.js
│ ├── routes/
│ │ ├── authRoutes.js
│ │ ├── transactionRoutes.js
│ │ ├── receiptRoutes.js
| | └── userRoutes.js
│ ├── middleware/
│ ├── controllers/
│ ├── models/
│ └── uploads/ # static served files (receipts)
│
├── docs/
│ ├── openapi.yaml
│
├── frontend/
│ ├── src/
│ │ ├── pages/
│ │ ├── components/
│ │ ├── contexts/
│ │ └── api/
│ │ └── config/
│ │ └── hooks/
│ ├── App.jsx
│ ├── main.jsx
│ ├── package.json
│ ├── vite.config.js
│ ├── tailwindcss.config.js
│
└── README.md

Getting Started

Fork the repository

Before cloning, make sure to fork the repository to your GitHub account.

1. Go to the GitHub repo page: https://github.com/Code-A2Z/paisable
2. Click Fork in the top-right corner.

Clone your fork

git clone https://github.com/your-username/paisable.git
cd paisable

Backend Setup

cd backend
npm install

Create a .env file in the backend/ folder:

PORT=5000
MONGO_URI=your-mongodb-atlas-uri
JWT_SECRET=your-secret-key
GEMINI_API_KEY=your-gemini-api-key
KEEP_ALIVE_URL=http://localhost:5000

Start the backend:

npm run dev

Backend will run on → http://localhost:5000

Frontend Setup

cd frontend
npm install

Create a .env file in the frontend/ folder:

VITE_API_URL=http://localhost:5000/api

Start the frontend:

npm run dev

Frontend will run on → http://localhost:5173

API Documentation

The full API reference is defined in OpenAPI 3.0 format.

See the file → docs/openapi.yaml

You can:

• Open it in Swagger Editor
• Import into Postman or Insomnia

Core API Endpoints

Auth

• POST /api/auth/signup → Register new user
• POST /api/auth/login → Login user
• GET /api/auth/me → Fetch logged-in user profile

Transactions

• GET /api/transactions → Get all transactions (paginated)
• POST /api/transactions → Create a new transaction
• GET /api/transactions/summary → Get income, expense, balance, and recent transactions
• GET /api/transactions/charts → Get data for dashboard charts
• GET /api/transactions/categories/expense → Get unique expense transaction categories
• GET /api/transactions/categories/income → Get unique income transaction categories
• DELETE /api/transactions/category → Delete a custom category

Analytics

• GET /api/analytics/summary → Income vs Expense summary
• GET /api/analytics/categories → Expense breakdown by category

Receipts

• POST /api/receipts/upload → Upload receipt, trigger Gemini OCR, and create a transaction in one step

Users

• DELETE /api/users/account → Delete the authenticated user account permanently

Deployment

Backend → Render

• Configure Start Command: npm start
• Add environment variables in Render dashboard
• Example deployed backend: https://your-backend.onrender.com

Frontend → Netlify

• Build Command: npm run build
• Publish Directory: dist
• Environment Variable: VITE_API_URL=https://your-backend.onrender.com/api

Contributing

Contributions are what make the open-source community such an amazing place to learn, inspire, and create. Any contributions you make are greatly appreciated.

Please refer to our Contributing Guide for detailed instructions on how to get started with your contribution.

Contributors

We'd like to extend our heartfelt thanks to everyone who has contributed to Paisable — whether through code, design, documentation, bug reports, or ideas. Your efforts make this project better for everyone. 💖

🙌 Individual Acknowledgments

• @archa8 – Project Developer & Maintainer
• @Avdhesh-Varshney - Maintainer

Want to see your name here? Check out our Contributing Guide and submit your first pull request!

License

This project is licensed under the MIT License.

Author

Developed by Archa