Overview

Keep track of where your money goes.

Features

• 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
• google and github sign in

Stack

Getting started

You can either use this project on it's website or by spinning a seperate instance on your local machine.

Prerequisites

• Node.js
• npm
• React

Installation

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=""

Spin up the server

npm run dev

Your app should now be running on http://localhost:3000.

Awards

• Placed #1 @ FBLA States for Coding and Programming.
• Finaled FBLA Nationals.

Contributing

Refer to CONTRIBUTING.md

Roadmap

• Clean up code
• Write a better README
• Polish the app
• Look into Plaid's API to auto-fetch transactions from user's credit cards

Support

If you need help with anything or want to request new features, you can reach me on discord 👍