Swipey

A local-first, privacy-focused way to manage credit card spend across multiple banks, built with Next.js and PostgreSQL.

Supports Chase and Capital One CSV exports.

⚠️ Work in progress, local use only. This project is intended to run on your own machine against a local database. API routes have no authentication. If hosted, anyone who can reach the server can read or modify your transactions. The Docker Compose setup ships with default dev credentials that are not safe for any deployed environment. Don't expose this to the public internet as-is.

Features

• Drag & Drop CSV Upload: Upload transaction CSV files with a modern drag-and-drop interface
• Account Management: Create and manage multiple bank accounts
• Transaction Preview: Preview transactions before import with duplicate detection
• Multi-Bank Support: Supports Chase and Capital One CSV formats

Tech Stack

• Frontend: Next.js 14, React, TypeScript, Tailwind CSS
• Backend: Next.js API Routes, Prisma ORM
• Database: PostgreSQL
• File Upload: react-dropzone

Setup

Prerequisites

• Node.js 20+ (use nvm use 20 if you have nvm)
• Docker and Docker Compose
• npm or yarn

Installation

1. Install dependencies:

   npm install

2. Set up the database:

   # Start PostgreSQL with Docker
   docker-compose up -d
   
   # Generate Prisma client
   npm run db:generate
   
   # Run database migrations
   npm run db:push

3. Set up environment variables:

   # Copy the example environment file
   cp env.example .env.local
   
   # The default DATABASE_URL should work with the docker-compose setup

4. Start the development server:

   npm run dev

5. Open your browser: Navigate to http://localhost:3000

Usage

1. Create Accounts

1. Go to the "Accounts" page
2. Click "Add Account"
3. Fill in the account details:
   • Account Name: e.g., "Chase Sapphire ****1234"
   • Bank Type: Select Chase or Capital One
   • Table Key: Unique identifier (e.g., "chase_1234")

2. Import Transactions

1. Go to the main "Upload" page
2. Select an account from the dropdown
3. Drag and drop a CSV file or click to select
4. Preview the parsed transactions
5. Review any duplicate warnings
6. Click "Confirm Import" to save to the database

3. Supported CSV Formats

Chase Bank:

Transaction Date,Post Date,Description,Category,Type,Amount
8/17/25,8/17/25,LYFT   *1 RIDE 08-15,Travel,Sale,-21.1

Capital One:

Transaction Date,Posted Date,Card No.,Description,Category,Debit,Credit
8/17/25,8/17/25,****1234,LYFT   *1 RIDE 08-15,Travel,21.1,

Development

Database Management

# View database in Prisma Studio
npm run db:studio

# Reset database
npm run db:push --force-reset

# Generate new migration
npm run db:migrate

Troubleshooting

Database Connection Issues

• Ensure Docker is running: docker-compose ps
• Check database logs: docker-compose logs postgres
• Verify DATABASE_URL in .env.local

CSV Parsing Issues

• Ensure CSV has correct headers for your bank type
• Check that dates are in MM/DD/YY format
• Verify amount format (no currency symbols)

Build Issues

• Clear Next.js cache: rm -rf .next
• Reinstall dependencies: rm -rf node_modules && npm install
• Check Node.js version: node --version (should be 20+)

Future Enhancements

• Transaction viewing and search
• Export functionality
• Multi-file batch upload