https://github.com/abdullah0dev/banking
financial SaaS platform that connects to multiple bank accounts, displays transactions in real-time
https://github.com/abdullah0dev/banking
Last synced: 7 months ago
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financial SaaS platform that connects to multiple bank accounts, displays transactions in real-time
- Host: GitHub
- URL: https://github.com/abdullah0dev/banking
- Owner: Abdullah0Dev
- License: mit
- Created: 2024-07-13T05:59:21.000Z (almost 2 years ago)
- Default Branch: main
- Last Pushed: 2024-07-13T06:03:35.000Z (almost 2 years ago)
- Last Synced: 2024-12-28T19:46:02.646Z (over 1 year ago)
- Language: TypeScript
- Homepage: https://0banking.netlify.app/
- Size: 820 KB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- License: LICENSE
Awesome Lists containing this project
README
A Fintech Bank Application
## 📋 Table of Contents
1. 🤖 [Introduction](#introduction)
2. ⚙️ [Tech Stack](#tech-stack)
3. 🔋 [Features](#features)
4. 🤸 [Quick Start](#quick-start)
## 🤖 Introduction
Built with Next.js, Horizon 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.
## ⚙️ 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.
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/Abdullah0Dev/banking.git
cd banking
```
**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.