🤖 Introduction Built with Next.js, PressmoneyNau 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.
if you're getting started and need assistance or face any bugs, contact me: [email protected] or +2348140678421
⚙️ Tech Stack: Next.js TypeScript Appwrite Plaid Dwolla React Hook Form Zod TailwindCSS Chart.js ShadCN
🔋 Features 👉 Authentication: An ultra-secure SSR authentication with proper validations and authorization
👉 Connect Banks: Integrates with Plaid for multiple bank account linking
👉 Home Page: Shows general overview of user account with total balance from all connected banks, recent transactions, money spent on different categories, etc
👉 My Banks: Check the complete list of all connected banks with respective balances, account details
👉 Transaction History: Includes pagination and filtering options for viewing transaction history of different banks
👉 Real-time Updates: Reflects changes across all relevant pages upon connecting new bank accounts.
👉 Funds Transfer: Allows users to transfer funds using Dwolla to other accounts with required fields and recipient bank ID.
👉 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.
🤸 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:
Git Node.js npm (Node Package Manager) Cloning the Repository
git clone https://github.com/adrianhajdin/banking.git cd banking 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= PLAID_PRODUCTS= PLAID_COUNTRY_CODES=
#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.