Monies - Your Complete Financial Management Platform

Track every penny.

Overview

Monies is a comprehensive financial management platform designed to help you take control of your finances. From expense tracking to budget management, debt tracking, and AI-powered financial advice, Monies provides all the tools you need to manage your money effectively in one place.

Features

💰 Dashboard

• Get a complete overview of your financial health
• View income vs. expenses
• Track account balances
• Monitor budget progress

💸 Methods of adding Transactions

• Manually
• Through voice
• Through scan receipt with AI
• Through import of card statement

📊 Transaction Management

• Track all your income and expenses
• Add receipts to transactions
• Set up recurring transactions

📝 Budget Planning

• Create and manage budgets
• Get alerts when approaching budget limits
• Visualize budget utilization
• Track spending patterns

🤝 Personal and Group Expense Management

• Keep track of money you've borrowed or lent
• Maintain a running balance with each person
• Add, edit, and delete transactions
• Clear visual indicators for money owed to you vs. money you owe
• Make groups for group expenses

🤖 Fina - AI Financial Assistant

• Get personalized financial advice
• Ask questions about your spending habits
• Receive budgeting recommendations
• Plan for financial goals

Technology Stack

• Frontend: Next.js, React, Tailwind CSS
• Backend: Next.js API Routes, Server Actions
• Database: PostgreSQL with Prisma ORM
• Authentication: Clerk
• Styling: Tailwind CSS, Shadcn UI
• State Management: React Hooks
• AI Integration: Gemini API

Getting Started

Prerequisites

• Node.js (v18 or higher)
• npm or yarn
• PostgreSQL database

Installation

1. Clone the repository:

   git clone https://github.com/yourusername/monies.git
   cd monies

2. Install dependencies:

   npm install
   # or
   yarn install

3. Set up environment variables: Create a .env file in the root directory with the following variables:

   DATABASE_URL=your_postgresql_connection_string
   DIRECT_URL=your_direct_postgresql_connection_string
   CLERK_SECRET_KEY=your_clerk_secret_key
   NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=your_clerk_publishable_key
   GEMINI_API_KEY=your_gemini_api_key (optional, for AI features)
   RESEND_API_KEY=your_resend_api_key
   ARCJET_KEY=your_arcjet_api_key
   INNGEST_SIGNING_KEY=your_inngest_signing_key
   INNGEST_EVENT_KEY=your_inngest_event_key
   
   NEXT_PUBLIC_CLERK_SIGN_IN_URL=/sign-in
   NEXT_PUBLIC_CLERK_SIGN_UP_URL=/sign-up
   
   

4. Run database migrations:

   npx prisma migrate dev

5. Start the development server:

   npm run dev
   # or
   yarn dev

6. Open http://localhost:3000 in your browser to see the application.

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository
2. Create your feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add some amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

---

Built with ❤️ for better financial management