Trackex — Expense & Revenue Tracker

Trackex is a MERN stack expense and revenue tracking application designed for organizations to monitor transactions, analyze trends, and manage budgets. This upgraded version transforms the original single-store tracker into a real multi-tenant system with polished UX, interactive charts, export capabilities, and advanced reporting.

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Features

Multi-Tenant Support

• Real organization separation via orgId in users, transactions, categories, budgets, and audit logs
• Each user's data is scoped to their organization — no cross-org data leakage
• Admins manage users within their organization only
• Organization displayed in navbar for context

Transactions

• Full CRUD for revenue and expenses
• Categories can be created dynamically
• Date range and category filters
• Drill-down charts: clicking chart elements filters tables dynamically
• Table of top products, categories, and customers
• Net profit computation and analytics per org

Dashboard & Charts

• Line charts for revenue and expenses (7/14/30 days)
• Bar charts for category totals
• Interactive tooltips with delta vs previous periods
• Charts respond to filters, date ranges, and category selection
• Skeleton loaders and empty/error states for better UX

Audit Log

• Tracks create/edit/delete actions for transactions, budgets, and user roles
• Admin-only timeline view of recent activities
• Reusable logging system integrated into backend controllers

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Tech Stack

• Frontend: React, Redux Toolkit, RTK Query, shadcn UI components
• Backend: Node.js, Express, MongoDB Atlas
• Authentication: JWT
• Export/Reports: jsPDF, html2canvas
• Deployment: Vercel

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Getting Started

1. Clone the repo:

   git clone <repo-url>
   cd trackex

2. Install Dependencies

   bun install

3. Set environment variables in .env:

   • MONGO_URL
   • JWT_SECRET_KEY
   • CORS_ORIGIN
   • CLIENT_URL
   • ENABLE_GUEST_LOGIN=true
   • GUEST_LOGIN_EMAIL=guest@trackex.com

4. Start development servers: bun run client & bun run server

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Demo & Guest Access

• Login page includes Continue as Guest for instant access (no email/password/OTP input).
• Backend endpoint: POST /api/auth/guest.
• Endpoint is available only when ENABLE_GUEST_LOGIN=true.
• Demo account is resolved from GUEST_LOGIN_EMAIL (default guest@trackex.com).

Seed demo org + guest data:

cd server
MONGO_URL=<your-mongo-uri> ENABLE_GUEST_LOGIN=true GUEST_LOGIN_EMAIL=guest@trackex.com npm run seed:demo

Demo credentials (fallback login, if needed):

• guest@trackex.com / guest123
• owner@trackex.com / owner123
• maya.manager@trackex.com / guest123
• ravi.manager@trackex.com / guest123
• asha.member@trackex.com / guest123
• noah.member@trackex.com / guest123
• emma.member@trackex.com / guest123

Miscelleanous

My learnings:

• MongoDB Transaction Session
• DB Indexing