Your Intelligent Financial Companion
FinSight is a secure and modern fintech dashboard built with Next.js and TypeScript, designed to empower users with clear, actionable insights into their financial health. It seamlessly integrates banking APIs and transactional tools to make money management smart, intuitive, and transparent.
Built as a full-stack project with real-world use cases, FinSight leverages real-time banking integrations, responsive design, and user-first UX principles.
- 🔐 Secure SSR Authentication with Appwrite
- 💳 Bank Account Linking with Plaid
- 📅 Real-time Transaction Updates and categorization
- 💵 Funds Transfer using Dwolla
- 🔄 Automated Expense Breakdown
- 📊 Interactive Charts with Chart.js
- 📊 Custom Analytics Dashboard
- 🔎 Clean, responsive UI using TailwindCSS + ShadCN
- 📈 Personalized Financial Insights
| Layer | Tech Used |
|---|---|
| Frontend | Next.js, TypeScript, TailwindCSS, ShadCN |
| Backend/Auth | Appwrite |
| API Integration | Plaid (transactions), Dwolla (transfers) |
| Forms & Schema | React Hook Form, Zod |
| Charts | Chart.js |
# 1. Clone the repository
https://github.com/yourusername/finsight.git
cd finsight
# 2. Install dependencies
yarn install
# or
npm install
# 3. Set up environment variables
cp .env.example .env.local
# Update .env.local with Appwrite, Plaid, and Dwolla credentials
# 4. Run the development server
npm run devVisit http://localhost:3000 to view the app.
Add a preview screenshot or GIF of the dashboard here
You can deploy FinSight on platforms like:
- Vercel (Recommended)
- Render (with Appwrite self-hosted)
- Netlify (with API proxy setup)
Make sure to define the following in your .env.local file:
NEXT_PUBLIC_APPWRITE_ENDPOINT=
NEXT_PUBLIC_APPWRITE_PROJECT=
NEXT_PUBLIC_APPWRITE_DATABASE=
NEXT_PUBLIC_APPWRITE_COLLECTION=
PLAID_CLIENT_ID=
PLAID_SECRET=
DWOLLA_APP_KEY=
DWOLLA_APP_SECRET=finsight/
├── components/ # Reusable UI components
├── pages/ # Route components (Next.js)
├── lib/ # Utility functions and API logic
├── styles/ # Global and module styles (Tailwind)
├── hooks/ # Custom React hooks
├── public/ # Static assets
└── .env.local # Local environment config
- Fork the repo
- Create a new branch:
git checkout -b feature/myFeature - Commit your changes:
git commit -m "Added feature" - Push:
git push origin feature/myFeature - Create a Pull Request
This project is licensed under the MIT License. See the LICENSE file.
FinSight — Helping You Make Smarter Financial Decisions 🌟