Horizon Banking - With Finance Management

Title: Horizon Banking - With Finance Management

Author: Shaheer Mansoor

Subject: Banking App/Finance

Language: English

Live Preview: Visit Live Website

Source Code: Github Repository

Introduction

A banking 🏦 app with finance 💰 management.

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: A React framework for building server-side rendered and static web applications with built-in routing and performance optimizations.
• TypeScript: A statically typed superset of JavaScript that adds type safety and enhanced development tools.
• Appwrite: An open-source backend-as-a-service platform for building secure, scalable web and mobile applications.
• Plaid: A financial technology service that provides access to users' bank account data and financial transactions.
• Dwolla: A payment platform that enables ACH (Automated Clearing House) payments and money transfers in the U.S.
• React Hook Form: A library for managing form state and validation in React applications using hooks.
• Zod: A TypeScript-first schema validation library for validating and parsing data with a focus on TypeScript integration.
• TailwindCSS: A utility-first CSS framework that allows for rapid design and customization of UI elements.
• Chart.js: A JavaScript library for creating interactive and customizable charts and visualizations.
• ShadCN: A library for building accessible and customizable UI components, integrating with TailwindCSS for styling.

🔋 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

👉 Real-time Updates: Reflects changes across all relevant pages upon connecting new bank accounts.

👉 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

👉 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.

🤸 Quick Start

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

Prerequisites

Make sure you have the following installed on your machine:

Git Node.js npm (Node Package Manager) Cloning the Repository

git clone https://github.com/adrianhajdin/banking.git
cd banking

Installation

Install the project dependencies using npm:

npm 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

npm run dev

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

Thank you so much for reading <3.