SmartFin
The purpose of this project is to develop a comprehensive banking application that includes a finance management dashboard. This application aims to provide users with secure, efficient, and user-friendly tools for managing their banking activities, including account management, fund transfers, bill payments, and expense tracking.
MIT License
π Table of Contents
- π€ Introduction
- βοΈ Tech Stack
- π Features
- π€Έ Quick Start
- πΈοΈ Code Snippets to Copy
- π Assets
- π More
π€ Introduction
Built with Next.js, SmartFin is a financial SaaS platform that connects to multiple bank accounts, displays transactions in real-time, allows users to transfer money to other platform users, and manages their finances altogether.
βοΈ Tech Stack
- Next.js
- TypeScript
- Appwrite
- Plaid
- Dwolla
- React Hook Form
- Zod
- TailwindCSS
- Chart.js
- ShadCN
π Features
π Authentication: An ultra-secure SSR authentication with proper validations and authorization
π Connect Banks: Integrates with Plaid for multiple bank account linking
π Home Page: Shows general overview of user account with total balance from all connected banks, recent transactions, money spent on different categories, etc
π My Banks: Check the complete list of all connected banks with respective balances, account details
π Transaction History: Includes pagination and filtering options for viewing transaction history of different banks
π Real-time Updates: Reflects changes across all relevant pages upon connecting new bank accounts.
π Funds Transfer: Allows users to transfer funds using Dwolla to other accounts with required fields and recipient bank ID.
π Responsiveness: Ensures the application adapts seamlessly to various screen sizes and devices, providing a consistent user experience across desktop, tablet, and mobile platforms.
and many more, including code architecture and reusability.
π€Έ Quick Start
Follow these steps to set up the project locally on your machine.
Prerequisites
Make sure you have the following installed on your machine:
Installation
Install the project dependencies using npm:
npm install
Set Up Environment Variables
Create a new file named .env in the root of your project and add the following content:
#NEXT
NEXT_PUBLIC_SITE_URL=
#APPWRITE
NEXT_PUBLIC_APPWRITE_ENDPOINT=https://cloud.appwrite.io/v1
NEXT_PUBLIC_APPWRITE_PROJECT=
APPWRITE_DATABASE_ID=
APPWRITE_USER_COLLECTION_ID=
APPWRITE_BANK_COLLECTION_ID=
APPWRITE_TRANSACTION_COLLECTION_ID=
APPWRITE_SECRET=
#PLAID
PLAID_CLIENT_ID=
PLAID_SECRET=
PLAID_ENV=sandbox
PLAID_PRODUCTS=auth,transactions,identity
PLAID_COUNTRY_CODES=US,CA
#DWOLLA
DWOLLA_KEY=
DWOLLA_SECRET=
DWOLLA_BASE_URL=https://api-sandbox.dwolla.com
DWOLLA_ENV=sandbox
Replace the placeholder values with your actual respective account credentials. You can obtain these credentials by signing up on the Appwrite, Plaid and Dwolla
Running the Project
npm run dev
Open http://localhost:3000 in your browser to view the project.