Finance Platform

Welcome to Finance Platform! This platform is designed to help you manage your personal or business finances effectively. With this Finance SaaS Platform, you can track your income and expenses, categorize transactions, assign them to specific accounts, and import transactions using a CSV file.

Features

• Track Income and Expenses: Monitor your financial transactions with ease.
• Categorize Transactions: Organize your transactions by categories for better clarity.
• Account Management: Assign transactions to specific accounts.
• CSV Import: Import transactions from CSV files for quick data entry.

Tech Stack

• Frontend: Next.js, React
• Backend: Hono.js
• CSV Upload: Integrated CSV upload functionality
• Database: PostgreSQL

Usage

1. Track Income and Expenses:

   • Add your income and expense transactions manually or import them from a CSV file.

2. Categorize Transactions:

   • Assign categories to your transactions for better organization.

3. Account Management:

   • Create and manage different accounts, assigning transactions to the appropriate accounts.

4. CSV Import:

   • Import transactions using a CSV file by navigating to the import section and uploading your file.

5. Bank Integration:

   • Connect your bank account using Plaid to automatically import and sync transactions.