Introduction

Unity is a financial SaaS platform built with Next.js. It links multiple bank accounts, displays real-time transactions, enables user-to-user transfers, and provides a unified interface for managing personal finances.

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Tech Stack

• Next.js
• TypeScript
• Appwrite
• Plaid
• Dwolla
• TailwindCSS
• Chart.js
• shadcn/ui
• React Hook Form + Zod

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Features

• Authentication: Server-side authentication with strict validation and authorization.
• Bank Connections: Plaid integration for linking multiple bank accounts.
• Dashboard: Aggregated balance, recent transactions, and categorized spending insights.
• My Banks: Full list of connected accounts with balances and details.
• Transaction History: Pagination and filtering across all linked institutions.
• Real-Time Sync: Immediate updates throughout the app when new accounts are added.
• Funds Transfer: Dwolla-powered transfers with required fields and recipient bank verification.
• Responsive UI: Consistent experience across desktop, tablet, and mobile.
• Additional improvements in architecture, modularity, and code reusability.

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Quick Start

Follow these steps to run the project locally.

Prerequisites

Make sure you have:

• Git
• Node.js
• A package manager (npm, pnpm, or bun)

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Cloning the Repository

git clone https://github.com/WLL1am/banking-app.git
cd banking-app

Install Dependencies

npm install

**Environment Variables

Create a .env file following the sample in the project root:

# 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

Running the Project

npm run dev

Your application will be available at:

http://localhost:3000