Finance SaaS Platform

This project was made with the “Code With Antonio” tutorial.

Welcome to the Finance SaaS Platform project! This comprehensive README will guide you through the project setup, key features, technologies used, and how to contribute. This project aims to provide a robust financial management system with extensive functionalities, including income and expense tracking, transaction categorization, CSV import, bank account connectivity, and monetization options.

Table of Contents

1. Key Features
2. Technologies Used
3. Project Setup
4. Usage
5. Contributing
6. License
7. Screenshots/Demo
8. Prerequisites
9. Folder Structure
10. Acknowledgments

Key Features

• 📊 Interactive Financial Dashboard: Visualize financial data with various chart types.
• 🔁 Changeable Chart Types: Customize the way financial data is displayed.
• 🗓 Account and Date Filters: Filter transactions by account and date.
• 💹 Detailed Transactions Table: View and manage individual transactions.
• ➕ Form to Add Transactions: Easily add new transactions.
• 🧩 Customizable Select Components: Tailor select components to fit user needs.
• 💵 Income and Expense Toggle: Switch between income and expense views.
• 🔄 CSV Transaction Imports: Import transactions from CSV files.
• 🔥 API via Hono.js: Efficient API management using Hono.js.
• 🪝 State Management via Tanstack React Query: Manage application state seamlessly.
• 🔗 Bank Account Connections with Plaid: Connect and manage bank accounts.
• 💳 Premium Upgrades via Lemon Squeezy: Monetize the platform with premium features.
• 🔐 Authentication via Clerk (Core 2): Secure user authentication.
• 🗑 Bulk Delete and Search in Transactions: Perform bulk operations and search transactions.
• ⚙️ Bank Disconnection and Subscription Management: Manage bank connections and subscriptions.
• 👤 User Settings Customization: Personalize user settings.
• 🌐 Built with Next.js 14: Leverage the latest features of Next.js.
• 🎨 Styled with TailwindCSS and Shadcn UI: Modern and responsive UI design.
• 💾 PostgreSQL & Drizzle ORM: Robust database management.
• 🚀 Deployed on Vercel: Effortless deployment and scaling.

Technologies Used

• Clerk: Authentication solution.
• Hono: Lightweight API framework.
• Drizzle ORM: ORM for database interactions.
• Neon DB: Scalable cloud database.
• Logoipsum: Placeholder logos for branding.
• Next.js 14: React framework for server-side rendering.
• TailwindCSS: Utility-first CSS framework.
• Shadcn UI: Component library for modern UI.
• Tanstack React Query: Data-fetching library for React.
• Plaid: Financial data connectivity.
• Lemon Squeezy: E-commerce platform for selling digital products.
• Vercel: Deployment platform.

Project Setup

Follow these steps to set up the project locally:

Clone the repository:

git clone https://github.com/JosueIsOffline/finance-saas-platform.git
cd finance-saas-platform

## Getting Started
First, run the development server:

```bash
npm run dev
# or
yarn dev
# or
pnpm dev
# or
bun dev