TrackWise is a modern financial management application designed to help users track expenses and income, manage budgets, and set financial goals. The platform offers real-time bank account integration, enabling Pro plan users to fetch live transaction details and balance updates via Plaid. It also supports CSV imports and advanced analytics, reports for comprehensive financial tracking.
This solution is built to scale, featuring multi-tenancy support, and MongoDB sharding for optimized data management.
- User Authentication: Email-based registration, OAuth login, and Two-Factor Authentication (2FA).
- Expense and Income Management: Add, view, and filter transactions with recurring transaction support.
- Bank Integration: Real-time transaction and balance updates via Plaid.
- Advanced Analytics: Dashboard with detailed insights and visualizations (spending breakdown, income trends, etc.).
- Budgeting and Goals: Set monthly budgets and financial goals with progress tracking.
- Notifications: Budget alerts, payment reminders, and activity summaries.
- CSV Imports: Import financial data with validation and mapping.
- Subscription Plans: Plan management with recurring payments, and usage limits.
- Node.js with TypeScript
- Express js (for high-performance APIs)
- MongoDB with Sharding (for scalability)
- Redis (for caching and notifications)
- React.js
- Tailwind CSS