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https://github.com/aaronjai/banking_saas_platform
Full stack banking app that employs finance management, connects multiple bank accounts, real-time transactions and allow money transfers.
https://github.com/aaronjai/banking_saas_platform
appwrite dwolla nextjs14 plaid reacthookform sentry tailwindcss typescript zod
Last synced: 5 days ago
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Full stack banking app that employs finance management, connects multiple bank accounts, real-time transactions and allow money transfers.
- Host: GitHub
- URL: https://github.com/aaronjai/banking_saas_platform
- Owner: AaronJai
- License: mit
- Created: 2024-07-11T05:09:26.000Z (6 months ago)
- Default Branch: main
- Last Pushed: 2024-08-02T14:18:40.000Z (5 months ago)
- Last Synced: 2024-10-31T21:06:15.320Z (about 2 months ago)
- Topics: appwrite, dwolla, nextjs14, plaid, reacthookform, sentry, tailwindcss, typescript, zod
- Language: TypeScript
- Homepage: https://moneymate-mocha.vercel.app
- Size: 1.26 MB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- License: LICENSE
Awesome Lists containing this project
README
# MoneyMate
A financial SaaS platform that employs finance management, connects multiple bank accounts, real-time transactions and allow money transfers.
# Usage (via deployed link):
On sign-up ensure you follow placeholder format for State, DOB and SSN.
When linking, username is user_good and password is user_pass.
this is using a SANDBOX. Development and Production keys are paid through dwolla.
Chase checking and savings account works best.
# Tech Stack
### Next.js
React framework for server-side rendering, group routes, nested layouts, server actions, etc.
### Horizon
A platform that connects to multiple bank accounts, also displaying real-time transactions and also allows money transfer to other users.
It uses a secure SSR authentication.
### Plaid
For payments, works world-wide, great for banking APIs.
### Appwrite
Used to build our backend
Authentication, databases, functions, storage, messaging, etc.
### Sentry
Application monitoring software that analyses performance and makes our bank more secure
Session Replay - 'get to root cause of an issue by watching replays of real user sessions'
(removes sensitive data in replay).
### Form management
**Typescript**, **React Hook Form**, **Zod**
### Responsivity - modern responsive UI
**Chart.js** - allows us to create any kind of chart,
**ShadCN** - component library e.g., simple buttons, alerts, etc.
**TailwindCSS** - utility-first CSS framework; custom styling without having to need separate CSS files
# Features
• **Authentication**: Implement ultra-secure SSR authentication with comprehensive validations and authorization.
• **Connect Banks**: Integrate with Plaid for linking multiple bank accounts.
• **Home Page**: Display an overview of the user account, including total balance across connected banks, recent transactions, and spending by category.
• **My Banks**: Provide a complete list of all connected banks with respective balances and account details.
• **Transaction History**: Offer pagination and filtering options to view transaction history across different banks.
• **Real-time Updates**: Reflect changes across all relevant pages when new bank accounts are connected.
• **Funds Transfer**: Enable users to transfer funds using Dwolla, including required fields and recipient bank ID.
• **Responsiveness**: Ensure the application adapts seamlessly to various screen sizes and devices, providing a consistent user experience on desktop, tablet, and mobile platforms.
This is a [Next.js](https://nextjs.org/) project bootstrapped with [`create-next-app`](https://github.com/vercel/next.js/tree/canary/packages/create-next-app).
## Usage (locally):
Follow these steps to set up the project locally on your machine.
**Prerequisites**
Make sure you have the following installed on your machine:
- [Git](https://git-scm.com/)
- [Node.js](https://nodejs.org/en)
- [npm](https://www.npmjs.com/) (Node Package Manager)
**Cloning the Repository**
```bash
git clone https://github.com/AaronJai/banking_saas_platform
cd banking_saas_platform
```
**Installation**
Install the project dependencies using npm:
```bash
npm install
```
**Set Up Environment Variables**
Create a new file named `.env` in the root of your project and add the following content:
```env
#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](https://appwrite.io/?utm_source=youtube&utm_content=reactnative&ref=JSmastery), [Plaid](https://plaid.com/) and [Dwolla](https://www.dwolla.com/)
**Running the Project**
```bash
npm run dev
```
Open [http://localhost:3000](http://localhost:3000) in your browser to view the project.