Finance SaaS Platform

Live Site

This project is a comprehensive Finance SaaS platform designed to help you track your income and expenses, categorize transactions, and assign them to specific accounts. It also provides features to import transactions using a CSV file, connect to your bank account using Plaid, and monetize the product using Lemon Squeezy.

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

Key Features

• 📊 Interactive Financial Dashboard: Visualize your financial data with customizable charts.
• 🔁 Changeable Chart Types: Switch between different chart types for better insights.
• 🗓 Account and Date Filters: Easily filter transactions by account and date.
• 💹 Detailed Transactions Table: View a comprehensive list of all your transactions.
• ➕ Form to Add Transactions: Quickly add new transactions through an intuitive form.
• 🧩 Customizable Select Components: Tailor the selection options to your needs.
• 💵 Income and Expense Toggle: Toggle between viewing income and expense transactions.
• 🔄 CSV Transaction Imports: Import transactions seamlessly using CSV files.
• 🔥 API via Hono.js: Efficient backend API built with Hono.js.
• 🪝 State Management via Tanstack React Query: Robust state management with React Query.
• 🔗 Bank Account Connections with Plaid: Securely connect your bank account using Plaid.
• 💳 Premium Upgrades via Lemon Squeezy: Monetize your platform with premium features via Lemon Squeezy.
• 🔐 Authentication via Clerk (Core 2): Secure user authentication with Clerk.
• 🗑 Bulk Delete and Search in Transactions: Easily manage transactions with bulk delete and search functionalities.
• ⚙️ Bank Disconnection and Subscription Management: Manage bank connections and subscriptions effortlessly.
• 👤 User Settings Customization: Personalize your user settings.
• 🌐 Built with Next.js 14: Leveraging the power of Next.js for optimal performance.
• 🎨 Styled with TailwindCSS and Shadcn UI: Aesthetic and responsive design with TailwindCSS and Shadcn UI.
• 💾 PostgreSQL & Drizzle ORM: Reliable data storage with PostgreSQL and Drizzle ORM.
• 🚀 Deployed on Vercel: Seamless deployment on the Vercel platform.

Getting Started

To get started with the development server, follow these steps:

1. Install dependencies:

   npm install
   # or
   yarn install
   # or
   pnpm install
   # or
   bun install

2. Run the development server:

   npm run dev
   # or
   yarn dev
   # or
   pnpm dev
   # or
   bun dev

3. Open http://localhost:3000 with your browser to see the result.

You can start editing the page by modifying app/page.tsx. The page auto-updates as you edit the file.

This project uses next/font to automatically optimize and load Inter, a custom Google Font.

Learn More

To learn more about Next.js, take a look at the following resources:

• Next.js Documentation - Learn about Next.js features and API.
• Learn Next.js - An interactive Next.js tutorial.

You can check out the Next.js GitHub repository - Your feedback and contributions are welcome!

Deploy on Vercel

The easiest way to deploy your Next.js app is to use the Vercel Platform from the creators of Next.js.

Check out our Next.js deployment documentation for more details.

Contributing

We welcome contributions to enhance this Finance SaaS Platform. To contribute, follow these steps:

1. Fork the repository on GitHub.

2. Clone your forked repository to your local machine:

   git clone https://github.com/SaketKothari/finance-sass-expense-tracker-platform.git

3. Create a new branch for your feature or bug fix:

   git checkout -b feature/your-feature-name

4. Make your changes to the codebase.

5. Commit your changes with a clear and concise message:

   git commit -m "Add feature: your feature name"

6. Push your changes to your forked repository:

   git push origin feature/your-feature-name

7. Open a Pull Request to the main repository, describing your changes in detail.

8. Respond to any feedback or requests for changes from the project maintainers.

Thank you for your contributions!