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: 7 months 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 (over 1 year ago)
- Default Branch: main
- Last Pushed: 2025-03-21T12:26:32.000Z (7 months ago)
- Last Synced: 2025-03-21T13:37:15.702Z (7 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.
# Update 27/02/2025
Found that quick transaction history and transaction history tab not working. Issue in line 44 of TransactionsTable.tsx where transaction is passing as undefined so the map function isn't working. Haven't had much time looking into it.
# 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.