udayglobuslive/expense_tracker repository overview

⁠Expense Tracker (Flask + MongoDB)

⁠Features Implemented

• Email signup + login (verification via 6-digit code)
• Upload credit card statements as password-protected PDF (primary) or CSV (legacy)
  • PDF: decrypts with provided password, extracts text, (initial heuristic parsing implemented)
  • CSV: auto column detection
• Store transactions normalized in MongoDB
• View monthly summary, recent transactions, all transactions, manage cards
• Dockerized app + MongoDB + MailDev (for email testing)

⁠Quick Start (Dev)

# build & run
docker compose up --build
# App: http://localhost:5000
# MailDev UI: http://localhost:1080 (view verification emails)

⁠Environment Variables

• MONGO_URI (default mongodb://mongo:27017/expense_tracker)
• SECRET_KEY
• MAIL_SERVER (default mail)
• MAIL_PORT (default 1025)
• MAIL_DEFAULT_SENDER
• MAIL_USERNAME / MAIL_PASSWORD if using authenticated SMTP

⁠PDF Parsing Notes

• Provide the PDF password on upload.
• App extracts text and attempts to identify transaction lines (date + description + amount).
• Unparsed PDF text stored in raw_statements for future improved parsing.

⁠Future Enhancements

See conversation.md.