Built with Next.js, Foti Banking is a full stack financial 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.
Active URL: foti-banking-app.vercel.app
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To check out the application with a test account, you can use the following credentials -> email: rayred@fotibanking.com, pw: abcd1234
If you want to create you own account without connecting your bank information, you can use Plaid's test credentials to add dummy bank accounts to your profile:
- Step 1: Click 'Continue' and select Chase as the institution.
- Step 2: Click 'Continue to log in' and enter the following login information -> username: user_good, password: pass_good.
- Step 3: Select 'Mobile' when promted to verify your identity and click 'Get code'.
- Step 4: Click 'Submit' without entering any security code.
- Next.js
- TypeScript
- Appwrite
- Plaid
- Dwolla
- React Hook Form
- Zod
- TailwindCSS
- Chart.js
- ShadCN
👉 Authentication: 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.
and many more, including code architecture and reusability.
Follow these steps to set up the project locally on your machine.
Prerequisites
Make sure you have the following installed on your machine:
Cloning the Repository
git clone https://github.com/fotinh0/foti-banking-app.git
cd foti-banking-app
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.