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README.md

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📋 Table of Contents

  1. 🤖 Introduction
  2. ⚙️ Tech Stack
  3. 🔖 Features

🤖 Introduction

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
  • 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.