Finance Platform

Welcome to my Finance Platform project! This platform is designed to help you manage your personal or business finances effectively. With this Finance SaaS Platform, you can track your income and expenses, categorize transactions, assign them to specific accounts, set budgets, receive spending insights, and import transactions using a CSV file. Additionally, it integrates with Plaid to connect to your bank account and uses Lemon Squeezy for monetization.

Features

• Track Income and Expenses: Monitor your financial transactions with ease.
• Categorize Transactions: Organize your transactions by categories for better clarity.
• Account Management: Assign transactions to specific accounts.
• CSV Import: Import transactions from CSV files for quick data entry.
• Budget Management: Set monthly budgets and receive notifications when thresholds are reached.
• AI-Powered Insights: Get AI-driven insights into your monthly spending patterns.

Tech Stack

• Frontend: Next.js, React
• Backend: Hono.js
• Database: PostgreSQL

Installation

1. Clone the repository:

   git clone https://github.com/ameya051/spenz.git
   cd spenz

2. Install dependencies:

   pnpm install

3. Set up environment variables:

   Create a .env.local file in the root directory and add the following:

   DATABASE_URL=
   NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=
   CLERK_SECRET_KEY=
   NEXT_PUBLIC_CLERK_SIGN_IN_URL=
   NEXT_PUBLIC_CLERK_SIGN_IN_FALLBACK_REDIRECT_URL=
   NEXT_PUBLIC_CLERK_SIGN_UP_FALLBACK_REDIRECT_URL=
   NEXT_PUBLIC_APP_URL=
   CLERK_SECRET_KEY=
   CLERK_PUBLISHABLE_KEY=
   GEMINI_API_KEY=
   GMAIL_CLIENT_ID=
   GMAIL_CLIENT_SECRET=
   GMAIL_REFRESH_TOKEN=
   GMAIL_USER=

4. Run the application:

   pnpm dev

Usage

1. Track Income and Expenses:

   • Add your income and expense transactions manually or import them from a CSV file.

2. Categorize Transactions:

   • Assign categories to your transactions for better organization.

3. Account Management:

   • Create and manage different accounts, assigning transactions to the appropriate accounts.

4. CSV Import:

   • Import transactions using a CSV file by navigating to the import section and uploading your file.

5. Manage Budgets:

   • Navigate to the budgets section to create monthly budgets for different categories and get notified about your spending.

6. View Insights:

   • Check the dashboard or insights section for AI-powered analysis of your spending habits.