Task & Finance Manager

A full-stack MERN application for managing daily tasks and tracking monthly finances with visual reports.

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Features

Task Management

• ✅ Add, edit, delete tasks
• ✅ Mark tasks as completed
• ✅ View by day, week, or month
• ✅ Categories (Work, Study, Personal, etc.)
• ✅ Search and filter tasks

Finance Tracking

• ✅ Add income & expenses
• ✅ Categorize (Food, Rent, Transport, etc.)
• ✅ Monthly summary with charts
• ✅ Visual charts (bar/pie charts)
• ✅ Balance tracking

Dashboard

• ✅ Combined view of today's tasks + current month's financial summary
• ✅ Interactive charts and visualizations
• ✅ Filter/search functionality
• ✅ Monthly/yearly selection

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Tech Stack

• Frontend: React 18 with Vite, Context API, Recharts
• Backend: Node.js + Express.js
• Database: MongoDB with Mongoose
• Styling: Custom CSS

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Project Structure

task-finance-manager/
├── client/                 # React frontend
│   ├── src/
│   │   ├── components/
│   │   ├── pages/
│   │   ├── context/
│   │   ├── App.jsx
│   │   └── main.jsx
│   └── package.json
└── server/                 # Node.js backend
    ├── models/
    ├── routes/
    ├── controllers/
    ├── server.js
    └── package.json

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Setup Instructions

Prerequisites

• Node.js (v14 or higher)
• MongoDB (local or Atlas)

Backend Setup

cd server
npm install
mongod # if running locally
npm start

Backend runs on http://localhost:5000

Frontend Setup

cd client
npm install
npm run dev

Frontend runs on http://localhost:3000

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API Endpoints

Tasks

• POST /api/tasks - Create a new task
• GET /api/tasks - Get all tasks
• GET /api/tasks/:id - Get a specific task
• PUT /api/tasks/:id - Update a task
• DELETE /api/tasks/:id - Delete a task

Finance

• POST /api/finance - Create a new finance entry
• GET /api/finance - Get all finance entries
• GET /api/finance/summary - Get monthly summary
• DELETE /api/finance/:id - Delete a finance entry

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Database Schema

Task Schema

{
  title: String (required),
  description: String,
  category: String (default: "General"),
  date: Date (default: Date.now),
  status: String (enum: ["pending", "completed"], default: "pending")
}

Finance Schema

{
  type: String (enum: ["income", "expense"], required),
  amount: Number (required),
  category: String (default: "General"),
  description: String,
  date: Date (default: Date.now)
}

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Usage

1. Dashboard: View overview of tasks and finances with charts
2. Tasks: Add, manage, and track your daily tasks
3. Finance: Record income and expenses, view monthly summaries

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Features Implemented

• ✅ Complete CRUD operations for tasks and finances
• ✅ Real-time data updates with React Context
• ✅ Interactive charts and visualizations
• ✅ Search and filter functionality
• ✅ Responsive design
• ✅ Monthly financial summaries
• ✅ Task completion tracking
• ✅ Category-based organization

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Future Enhancements

• User authentication
• Data export functionality
• Advanced filtering options
• Recurring tasks
• Budget tracking and alerts
• Mobile app version

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Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Test thoroughly
5. Submit a pull request

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License

MIT License - feel free to use this project for learning and development.