Keep track of where your money goes.
- create and manage income sources
- automatic income tracking
- manage checking and savings balances
- view analytics and charts to see spending habits
- add, update, delete transactions
- search, sort, filter transactions
- set up recurring transactions
- quick add recurring transactions
You can either use this project on it's website or by spinning a seperate instance on your local machine.
Clone the repository
git clone https://github.com/sidsurakanti/finance-analytics-app.git
Navigate to the project directory
cd finance-analytics-app
Install dependencies
npm i --legacy-peer-deps # use legacy peer deps b/c some packages don't have support for React 19 yet
Create a new .env.local file and populate it
# auth.js
# just a random string for jwt auth, run: openssl rand -base64 32
AUTH_SECRET=""
# see: https://github.com/settings/developers
# set your callback url as http://[origin]/api/auth/callback/github
AUTH_GITHUB_ID=""
AUTH_GITHUB_SECRET=""
# see: https://console.cloud.google.com/apis/credentials/
AUTH_GOOGLE_ID=""
AUTH_GOOGLE_SECRET=""
# db
# refer to @vercel/postgres docs: https://vercel.com/docs/storage/vercel-postgres/quickstart
POSTGRES_URL=""
POSTGRES_PRISMA_URL=""
POSTGRES_URL_NON_POOLING=""
POSTGRES_USER=""
POSTGRES_HOST=""
POSTGRES_PASSWORD=""
POSTGRES_DATABASE=""
Start up the server
npm run dev
Your app should now be running on http://localhost:3000
.
Refer to CONTRIBUTING.md
- Clean up code
- Write a better README
- Look into Plaid's API to auto-fetch transactions from user's credit cards
If you need help with anything or want to request new features, you can reach me on discord 👍