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PocketBook

Personal finance tracker with receipts & analytics

In short: PocketBook (FinTech) is a case study from Daniyal Alam’s portfolio: Personal finance tracker with receipts & analytics. Core stack: React 19, TypeScript, Vite.

A full-stack expense tracker with receipt image uploads, interactive analytics, multi-period reporting and CSV export — React 19 frontend, Express + PostgreSQL backend.

Industry
FinTech
Scope
Polished, shipped applications
Core stack
React 19 · TypeScript · Vite · MUI

The problem

People lack a simple, modern way to track spending and visualise financial trends.

The solution

An intuitive responsive app with Cloudinary receipt uploads, real-time dashboards, and reporting by category and time period, secured with JWT and rate limiting.

Technical challenges

The engineering problems this build had to get right.

  • Financial reporting across time aggregations
  • Efficient receipt image processing
  • Optimistic UI sync

Architecture

Frontend
React 19 + TypeScript + Vite + MUI + Redux Toolkit
Backend
Node.js + Express 5
Database
PostgreSQL (Sequelize)
Infrastructure
Cloudinary, Multer, JWT, Helmet, Swagger

Implementation — what shipped

JWT auth & secure sessions
Expense CRUD with categories & tags
Drag-drop receipt uploads (Cloudinary)
Interactive Chart.js / Recharts dashboards
Daily→yearly reports & savings tracking
CSV export
Dark/light themes

Engineering notes

Lesson for similar FinTech builds: design for financial reporting across time aggregations and efficient receipt image processing up front — these are the parts that are expensive to retrofit once the feature list grows.

Technologies

  • React 19
  • TypeScript
  • Vite
  • MUI
  • Express
  • PostgreSQL
  • Sequelize
  • Cloudinary
  • Chart.js
  • JWT

Building something similar?

A 30-minute discovery call is enough to scope the approach and a realistic budget.