University of Kwazulu-Natal

Building A Personal Finance Dashboard With Next Js Plaid And Email

Bonisiwe Shabane
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building a personal finance dashboard with next js plaid and email

Stack highlights: Next.js (App Router, RSC), TypeScript, Clerk (auth), Hono (typed API), Drizzle ORM + Neon, TanStack Query/Table, Recharts, Tailwind v4 + shadcn/ui, Sentry. Fintech: Plaid Sandbox integration (link, exchange, accounts, transactions), subscriptions via Lemon Squeezy (Checkout + Customer Portal + webhook, DB status). ⚠️ Educational/demo project. Plaid runs in Sandbox only. Do not connect real bank accounts. /api/accounts, /api/categories, /api/transactions — CRUD, bulk ops, search & pagination.

Frontend: Next.js 15 · React 19 · TypeScript · Tailwind v4 · shadcn/ui · TanStack Query/Table · Recharts API: Hono · Zod · @hono/clerk-auth · Route Handlers (Node runtime) Auth: Clerk DB: Drizzle ORM... Create accounts & collect tokens (fill .env) Managing money can be tedious: endless spreadsheets, manual categorization, and questions without instant answers. I wanted a zero-cost, zero-setup solution that harnesses AI to simplify every step of the personal finance journey. Automated Expense Categorization Transactions from Plaid-linked accounts are auto-tagged by a custom ML model. Real-Time Net Worth & Cashflow See your assets, liabilities, and cashflow update instantly as new data arrives.

AI Chatbot Finance Coach Ask questions like “How much did I spend on dining out this month?” or “What’s the difference between a Roth IRA and Traditional IRA?” and get instant, conversational answers. Personalized Insights & Alerts Weekly AI-generated tips—budget adjustments, savings challenges, and investment suggestions aligned with your goals. We’ve reached 20GB of stored data — thank you for helping us grow! Part 2: https://medium.com/@eibrahim/building-a-personal-finance-dashboard-part-2-new-features-and-improvements-930c8d42277e As a software engineer who loves automation and data visualization, I've always wanted a single dashboard to track all my financial accounts. While there are many great services out there like Mint or Personal Capital, I wanted something that I could fully control and customize.

This led me to build my own personal finance dashboard using Next.js and the Plaid API. This project is designed to run locally on your machine, which allows you to maintain full control over your sensitive financial data. By keeping it local, we avoid the complex security and encryption requirements that would be necessary for a public deployment. This design choice lets us focus on functionality while keeping your financial data private and secure. In this post, I'll walk through how I built this application, the technical decisions I made, and how you can build something similar. A full-stack personal finance tracker built with Next.js, ShadCN UI, and Plaid, allowing users to securely connect their bank accounts and track their real-time transactions.

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