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Banking application powered by NextJS and FastAPI. Connect in real time with your bank via Plaid APIs. It lets you manage your budgets and spending categories, and several bank accounts can be connected at the same time and accessed by different users.

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CEDAV - Banking App

Banking application powered by NextJS and FastAPI. Connect in real time with your bank via Plaid APIs.

It lets you manage your budgets and spending categories, and several bank accounts can be connected at the same time and accessed by different users.

Dashboard in dark and light mode

Application

Functionalities:

  • Directly connected to your bank account to fetch bank data
  • Automatically categorizes transactions
  • Budgeting tools
  • Expense tracking by category
  • Multiple accounts connected

Technologies:

  • NextJS
  • Chakra UI
  • TypeScript
  • Vercel
  • Plaid API
  • Python
  • Supabase
  • Prisma ORM

Frontend Repository: https://github.com/davidmonnom/banking-frontend


Please note that this application is not yet in production. If you try to connect to it, you'll get an access error. However, you can download it and add your own API identifier via Google & Plaid.

Setup

Here are the necessary environment variables to place in the .env file

DATABASE_URL="postgres database"

PLAID_REDIRECT_URI=https://cedav.be
PLAID_CLIENT_ID=
PLAID_SECRET=
PLAID_SANDBOX_SECRET=
PLAID_ENV=development
PLAID_PRODUCTS=transactions,auth

GOOGLE_CLIENT_ID=
GOOGLE_SECRET=
ALLOWED_USER="email addresses of allowed users"

Create a new python environment. Install dependencies with pip install -r requirement.txt. Start the server with uvicorn app.main:app --port 1997 --host 0.0.0.0.

Follow the frontend server installation instructions.

Screenshots

Dashboard

Dashboard in dark and light mode Dashboard in dark and light mode

Transaction

Transaction in dark and light mode Transaction in dark and light mode

Category

Category in dark and light mode Category in dark and light mode

Saving

Saving in dark and light mode Saving in dark and light mode

Video

Watch the video

History

Initially, this application was created as a challenge to myself. It's not finished yet, and some features are still missing.

Here are the initial wireframes

Dashboard

image

Incomes

image

Expenses

image

Recurring expenses

image

Settings

image

About

Banking application powered by NextJS and FastAPI. Connect in real time with your bank via Plaid APIs. It lets you manage your budgets and spending categories, and several bank accounts can be connected at the same time and accessed by different users.

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