An AI integrated personal financial dashboard enabling users to connect multiple accounts and analyze their entire financial landscape.
The BreadBox source code requires two .env files:
- One in
/Backend - One in
/Frontend
MONGO_URL=
# Get your Plaid API keys from the dashboard: https://dashboard.plaid.com/team/keys
PLAID_CLIENT_ID=
# PLAID_SECRET=
PLAID_SECRET=
# Use 'sandbox' to test with fake credentials in Plaid's Sandbox environment
# Use 'development' to test with real credentials while developing
# Use 'production' to go live with real users
# To test these institutions with live data, get production approval first at https://dashboard.plaid.com/overview/production
# Once approved, set your environment to 'development' to test.
PLAID_ENV=sandbox
# PLAID_PRODUCTS is a comma-separated list of products to use when
# initializing Link, e.g. PLAID_PRODUCTS=auth,transactions.
# see https://plaid.com/docs/api/tokens/#link-token-create-request-products for a complete list.
PLAID_PRODUCTS=transactions, accounts
# See https://plaid.com/docs/api/tokens/#link-token-create-request-country-codes for a complete list
PLAID_COUNTRY_CODES=US
# PLAID_REDIRECT_URI is optional for this Quickstart application.
# If you're not sure if you need to use this field, you can leave it blank
PLAID_REDIRECT_URI=
OPENAI_API_KEY=
OPENAI_ORG_KEY=
OPENAI_ASSISTANT_ID=
# Port definition for the backend
BACKEND_PORT=3001
# Assuming you stick with localhost when developing and not using an entirely different endpoint like in production,
# MAKE SURE THE PORT IS THE SAME ONE YOU DEFINED IN YOUR /Backend .env FILE (http://localhost:[BACKEND_PORT])
REACT_APP_BACKEND_URL = http://localhost:3001
# API Key used for the crypto widget (https://site.financialmodelingprep.com/)
REACT_APP_FMP_API =
Port definition for the frontend
FRONTEND_PORT = 3005
From then on you can cd in the root of the folder (/breadbox-web) and run npm test to run the backend and frontend simultaneously.