What Problem Does It Solve?
It solves multiple problems by eliminating the need for manual pen-and-paper record keeping and providing a digital solution, allowing financiers to manage data from anywhere. It also removes the need for manual EMI calculations, as the application automatically shows pending amounts, paid amounts, and remaining balances, making the process faster, more accurate, and efficient.
Solution Overview
This is a daily-based loan full stack application (MERN Stack) that allows financiers to manage EMI entries like a ledger account, track client payments, identify due or missed payments, and monitor how much amount is pending or needs to be paid.
Testing Account
- Email : sartaj@gmail.com
- Password : 123
Key Features
- Financier can create new clients
- View a list of all clients
- View detailed client profiles
- Update client information
- Delete client (soft delete with automatic permanent deletion after 30 days)
- Restore deleted clients within 30 days
- Mark clients as Defaulter or Regular
- Add single EMI entry for a client
- Edit EMI entries
- Delete individual EMI records
- Bulk (bundle) EMI entry for multiple clients
- Print daily transaction sheet
- View automatically calculated financial data
Tech Stack
MongoDBExpress.jsReactNode.jsMongooseBcryptjsjsonwebtokendotenvnode-cronViteTailwindCSSAxiosReact RouterReact Hot ToastTypeScriptCookie parserAxios
Deployment
- Frontend: VPS server
- Backend: VPS server
- Database: VPS sever
Future Improvements
- N/A