PersonalFinance

Overview

An App for tracking and analazyng data from all your banks using Plaid API.
Live version
Client Repo | Backend Repo

The project I build in pair with my friend. I'm responsible for all UI and Front-end architecture, while my friend is building Database and Server

✅ Landing Page
✅ Auth and protected routes
✅ Plaid Link API currently in developement
✅ Overview page
✅ Banks page
🟨 Activity page
🟨 Accounts page

Learn to work in a team.
Design and implement custom UI dashboards and pages
Handle external Server API calls
Implement Plaid API

React
Next.js
TypeScript
Tailwind CSS

Here is the list of the blog posts that I wrote while doing the project:

We separated our work in three parts:

Our internal API - user Authentification
That includes user CRUD operations
User's bank connection - permitting access to user bank data with Plaid API
That includes invoking Plaid UI and going throught it's workflow. The end goal of this workflow is to get access key and save it in our database for future use
Data fetching - requesting and displaing data using Plaid API
Using PLAID keys that cerated during bank connection - make API calls for bank's data aggregate it and display to our dashboards

We have our own Authentification process handled by our Server.

On the Client I built the following pages:

Users can sign in on the landing page with a sign-in popup or on the dedicated /signup page

Without login user will see public - demo version of the app. With login user can access private version of the app.