What it is.
MoneyMate helps users understand monthly cash flow, identify spending patterns and compare everyday expenses against a plan through account and browser-based demo modes.
CASE STUDY / 05
MoneyMate
Personal finance / Full stack
Year to confirm
verified
MoneyMate brings income, expenses, budgets, savings goals, EMIs and personal lending into one responsive financial workspace.
LOADING LIVE PREVIEWMoneyMate
SCROLL & EXPLOREOPEN FULL SITE
02 / AT A GLANCE
A focused build,
documented honestly.
- Category
- Personal finance / Full stack
- Project type
- Full-stack personal finance application
- Technology
- React 19 · TypeScript · Vite · Tailwind CSS · React Router · Recharts · React Hook Form · Zod · Node.js · Express 5 · MongoDB · Mongoose · Playwright
What it addresses.
Keep interconnected balances, recurring entries, budgets, savings, repayments and lending calculations accurate while supporting both persisted accounts and local demo data.
How it comes together.
A React and TypeScript interface shares validated finance rules with an Express API. Account data is stored in MongoDB, while demo changes remain in browser storage. Zod validation, revision checks and secure cookie sessions protect persisted state.
06 / THE EXPERIENCE
PRODUCT
DETAILS.
- Monthly dashboard and spending insights
- Income, expenses and recurring entries
- Budgets and savings goals
- EMIs and amortization schedules
- Personal lending, repayments and proof attachments
- Reports, forecasts and CSV export
- Browser-based demo mode
- Responsive light and dark themes
07 / WHAT I LEARNED
I learned that financial products need explicit calculation rules, strong validation and careful state handling so every total remains explainable and consistent.
08 / EXPLORE
LIVE WEBSITE