Monezzy 💸

Monezzy: your money, made wise.

Monezzy is an all-in-one AI-powered personal finance platform to help you track expenses, plan budgets, manage taxes, and gain smart financial insights — no fluff, no unnecessary frameworks, just efficient, server-rendered Node.js tech that respects your data and your peace of mind.

“Let every paisa find its place, and let no rupee go astray.”

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🌟 Features

• Expense tracking with one-time and recurring entries
• Budget planning with overspending alerts (email/SMS)
• Daily summaries via WhatsApp or email
• Smart “AI-lite” financial suggestions
• Income filtering by month/year
• Tax regime comparison (old vs new)
• ITR readiness with OCR-powered Form 16 data extraction
• Clean, minimal UI with EJS templating (no bloated frameworks)
• Server-side rendered architecture for better performance and SEO
• Secure user data handling with MongoDB
• Offline-friendly report downloads
• Modular, future-proof backend
• Designed for traditional separation of concerns (no inline JS styles)

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🚀 Setup & Installation

1️⃣ Clone this repo

git clone https://github.com/yourusername/monezzy.git
cd monezzy

1️⃣ Install Dependencies

npm install

3️⃣ Configure environment: Create a .env file in your root folder with:

MONGO_URI=your_mongodb_connection_string
PORT=3000

4️⃣ Fire it up

npm start

Visit http://localhost:3000 and let the numbers sing.

🛠 Current Progress

• App architecture fully functional
• Expenses and income data models implemented
• Recurring vs one-time expenses separated with own collection
• Income filtering working (month/year)
• Budget alert base functionality coded
• Server-side deletion of entries working
• Tax regime comparison (old vs new) ready
• OCR pipeline for Form16 started, WIP
• EJS templates built, responsive and tested
• Data aggregation pipelines working
• Initial security measures (helmet, input validation) in place
• Manual testing ongoing

🔮 Future Plans

“Code today with a vision for tomorrow.”

• Finish OCR + pre-fill ITR page seamlessly
• Complete budget alerts via SMS/email
• Finalize WhatsApp/daily email summary feature
• Expand AI-lite suggestions with more predictive insights
• Add multilingual support (regional languages)
• Support family accounts and role-based controls
• Add user activity tracking with opt-out
• Harden security with full pen-testing
• Dockerize with multi-stage build
• CI/CD pipelines
• Deploy to a cloud (AWS / Fly.io / GCP)
• Write robust unit/integration test suites
• Release stable v1.0

🧪 Testing

For now: manual exploratory testing only. Planned test strategy:

• Unit tests (Jest)
• Integration tests (Supertest)
• Security and input validation tests
• Regression test scripts
• coming soon, once the base features lock.

🖇 Deployment Plan

• Containerize with Docker
• Use MongoDB Atlas in production
• Setup Nginx reverse proxy
• Cloud deployment on AWS, GCP, or Fly.io
• Automate environment variables using .env
• Add CI/CD pipelines for automated testing + deployment

👀 Tech Stack

• Node.js
• Express.js
• MongoDB (with Mongoose)
• EJS
• CSS
• JWT
• Bcrypt
• Nodemailer (email)
• OCR using Tesseract.js
• Gemini Flash 2.0 API
• WhatsApp Business API (planned)
• Docker (planned)
• CI/CD (planned)

👥 Team

Name	Role	Email
Subham Kumar Ojha	Lead Developer	ojhas6667@gmail.com
Rik Maity	Backend Developer	rikmaity522@gmail.com
Shivanjan Saha	Frontend Developer	shivanjan2004@gmail.com
Arpit Debnath	Team Member	arpitdebnath226@gmail.com

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“built by team BrainRot.”