GetMoneyPlanner is a production-grade, full-stack personal finance management application. It lets users track income and expenses, set and monitor financial goals, manage monthly budgets, and gain insights through rich data visualizations — all secured with enterprise-grade authentication including TOTP-based 2FA.

Built with a focus on real-world usability, security, and performance.

⚠️ This is NOT open-source software. The source code is available for viewing and learning purposes only. See the License section for details.

• Transaction Tracking — Log income and expenses with categories, notes, and date filters
• Budget Management — Set monthly spending limits and get real-time usage alerts
• Financial Goals — Create savings goals with progress tracking and milestone notifications
• Multi-currency Support — USD, EUR, GBP, INR, BDT, and more

• Interactive Charts — Bar, donut, and line charts powered by Recharts
• Income vs Expense Overview — Monthly and yearly breakdowns
• PDF Export — Export transaction history and reports via jsPDF
• Excel Export — Download spreadsheets using SheetJS

• Credentials Auth — Secure email/password login with bcrypt hashing
• OAuth — Sign in with Google or GitHub via NextAuth.js
• TOTP 2FA — Time-based One-Time Password using Speakeasy & QR codes
• Active Session Management — View and revoke sessions by device and location
• Password Reset — Secure email-based reset flow with time-limited tokens

• Transaction Alerts — Instant email on new transactions
• Budget Alerts — Notified when nearing or exceeding budget limits
• Goal Milestones — Emails at 25%, 50%, 75%, and 100% goal completion
• Security Alerts — Unusual activity and new session notifications
• Customizable Preferences — Toggle each notification type individually

• Dark / Light Mode — System-aware theme with smooth transitions
• Fully Responsive — Mobile-first design, optimized for all screen sizes
• Framer Motion Animations — Page transitions, stagger effects, micro-interactions
• Password Strength Meter — Real-time visual feedback on registration

• Node.js >=18
• MongoDB Atlas account
• Gmail account (for SMTP email)
• Google & GitHub OAuth apps (optional)

# 1. Clone the repository
git clone https://github.com/2000Deba/GetMoneyPlanner.git
cd GetMoneyPlanner
# 2. Install dependencies
npm install
# 3. Set up environment variables
cp .env.example .env.local
# 4. Run the development server
npm run dev

Open http://localhost:3000 in your browser.

Create a .env.local file in the root directory:

# App
NEXTAUTH_URL=http://localhost:3000
NEXTAUTH_SECRET=your_nextauth_secret_here
# MongoDB
MONGODB_URI=mongodb+srv://<user>:<password>@cluster.mongodb.net/getmoneyplanner
# OAuth (optional)
GOOGLE_CLIENT_ID=your_google_client_id
GOOGLE_CLIENT_SECRET=your_google_client_secret
GITHUB_CLIENT_ID=your_github_client_id
GITHUB_CLIENT_SECRET=your_github_client_secret
# Email (Gmail SMTP)
SMTP_HOST=smtp.gmail.com
SMTP_PORT=587
SMTP_USER=your_gmail@gmail.com
SMTP_PASS=your_gmail_app_password
# Admin
ADMIN_EMAIL=admin@yourdomain.com

Note: For Gmail, use an App Password, not your regular password.

• Passwords hashed with bcrypt (never stored in plain text)
• TOTP 2FA secrets encrypted before storage
• Session tokens signed with NEXTAUTH_SECRET
• Password reset tokens are single-use and expire in 1 hour
• Rate limiting on sensitive API routes
• HTTP-only cookies for session management

This project is optimized for Vercel deployment.

# Install Vercel CLI
npm i -g vercel
# Deploy
vercel --prod

Set all environment variables in your Vercel project dashboard under Settings → Environment Variables.

⚠️ Deploying this software without explicit written permission from the author is a violation of the license terms.

Contributions are welcome for educational improvement of the project.

1. Fork the repository (study/learning only)
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

By contributing, you agree that your contribution may be used under the terms of this project's license. See LICENSE for full details.

This project is licensed under a Custom Source-Available License.

See the full LICENSE file for complete terms.

For permission requests: deep2000seal@gmail.com

Debasish Seal

• Portfolio: debasishseal.vercel.app
• GitHub: @2000Deba
• LinkedIn: debasishseal