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https://github.com/kv4biz/transactly
Simplify Your Finances, Track Every Transaction.
https://github.com/kv4biz/transactly
appwrite banking-applications fintech full-stack fullstack-development nextjs nextjs14 plaid sentry tailwindcss
Last synced: 4 days ago
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Simplify Your Finances, Track Every Transaction.
- Host: GitHub
- URL: https://github.com/kv4biz/transactly
- Owner: kv4biz
- Created: 2024-08-30T11:15:12.000Z (4 months ago)
- Default Branch: main
- Last Pushed: 2024-09-14T12:04:42.000Z (3 months ago)
- Last Synced: 2024-10-31T20:07:08.350Z (about 2 months ago)
- Topics: appwrite, banking-applications, fintech, full-stack, fullstack-development, nextjs, nextjs14, plaid, sentry, tailwindcss
- Language: TypeScript
- Homepage: https://transactly.vercel.app
- Size: 2.95 MB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# Transactly
Transactly is a comprehensive financial banking application that connects all your banking accounts in one place, enabling you to seamlessly manage and track all your transactions. Built with modern web technologies, Transactly provides a secure, user-friendly, and responsive interface for monitoring your financial activities.
## Features
- **Unified Banking Accounts**: Connect and manage multiple banking accounts from different financial institutions in one centralized platform.
- **Transaction Management**: View, categorize, and track all your transactions with detailed insights.
- **Real-Time Data**: Get up-to-date information on your accounts and transactions with real-time data synchronization.
- **Visual Analytics**: Analyze your financial data through interactive charts and graphs.
- **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.
- **Secure Environment**: Data security is our top priority, ensuring all your financial information is protected.
- **Error Monitoring**: Continuous monitoring and error tracking to ensure a smooth user experience.
## Tech Stack
- **Next.js**: A React framework for server-rendered and static web applications.
- **Appwrite**: A secure backend server for Web, Mobile, and Flutter developers that provides a set of integrated APIs.
- **Plaid**: A financial services tool that enables seamless access to banking accounts.
- **Dwolla**: A payment services provider that facilitates bank transfers.
- **Zod**: A TypeScript-first schema declaration and validation library.
- **TailwindCSS**: A utility-first CSS framework for creating responsive designs.
- **Chart.js**: A JavaScript library for creating interactive and visually appealing charts.
- **ShadCN**: A customizable UI component library for building modern web applications.
## Installation
1. Clone the repository:
```bash
git clone https://github.com/kv4biz/transactly.git
cd transactly
```
2. Install the dependencies:
```bash
npm install
```
3. Set up environment variables:
Create a new file named `.env` in the root of your project and add the following content:
```bash
#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/), [Plaid](https://plaid.com/), and [Dwolla](https://www.dwolla.com/) platforms.
4. Run the development server:
```bash
npm run dev
```
Open [http://localhost:3000](http://localhost:3000) with your browser to see the application in action.
## Usage
- **Connecting Accounts**: Users can securely link their banking accounts through the Plaid integration.
- **Transaction Monitoring**: After connecting accounts, users can view and manage their transactions within the app.
- **Data Visualization**: Financial data is presented through dynamic and interactive charts powered by Chart.js.
- **Funds Transfer**: Transfer funds between accounts using Dwolla, with all required fields and recipient bank ID.
- **Error Reporting**: Any errors encountered by users are automatically logged and reported to Sentry for immediate resolution.
## Contributing
We welcome contributions to improve Transactly! To get started:
1. Fork the repository.
2. Create a new branch (`git checkout -b feature-branch-name`).
3. Make your changes and commit them (`git commit -m 'Add some feature'`).
4. Push to the branch (`git push origin feature-branch-name`).
5. Open a pull request.
## License
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
## Contact
For any inquiries, please reach out to [[email protected]](mailto:[email protected] ).