Skip to content

A Fintech Bank Application - 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.

Notifications You must be signed in to change notification settings

dmitriyyan/jsm-banking

Repository files navigation


Project Banner
nextdotjs typescript tailwindcss appwrite

A Fintech Bank Application

⚙️ 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.

This is a Next.js project bootstrapped with create-next-app.

Follow these steps to set up the project locally on your machine.

Prerequisites

Make sure you have the following installed on your machine:

Installation

Install the project dependencies using pnpm:

pnpm install

Set Up Environment Variables

Create a new file named .env in the root of your project and add the following content:

#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, Plaid and Dwolla

Running the Project

pnpm run dev

Open http://localhost:3000 in your browser to view the project.

Screens

Sign-in

image

Sign-up

image

Main

image

My banks

image

Transaction History

image

Payment Transfer

image

About

A Fintech Bank Application - 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.

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published