Finance SaaS Expense Tracker Platform

Overview

A comprehensive personal finance management platform that helps users track income and expenses, categorize transactions, manage multiple accounts, and connect directly to their bank accounts for seamless financial tracking.

Key Features

• Interactive Dashboard: Dynamic financial dashboard with real-time data visualization
• Changeable Charts: Switch between different chart types for better insights
• Account Filters: Filter transactions by specific accounts and date ranges
• Transaction Management: Detailed transactions table with bulk delete and search
• CSV Import: Import transactions from CSV files for easy migration
• Bank Integration: Connect bank accounts directly using Plaid
• Income/Expense Toggle: Easily categorize transactions as income or expenses
• Premium Upgrades: Monetization via Lemon Squeezy subscriptions
• User Settings: Customizable user preferences and subscription management

Why I Built This

I wanted to create a modern, feature-rich finance tracking solution that:

• Provides real-time insights into personal finances
• Eliminates manual data entry through bank connections
• Offers a clean, intuitive interface for financial management
• Demonstrates full-stack development with modern technologies
• Implements secure authentication and payment processing

Tech Stack

• Next.js
• TypeScript
• React
• Tailwind CSS
• Shadcn UI
• PostgreSQL & Drizzle ORM
• Hono.js (API)
• TanStack React Query
• Plaid (Bank Connections)
• Lemon Squeezy (Payments)
• Clerk (Authentication)
• Vercel (Deployment)

Technical Highlights

• Built type-safe APIs using Hono.js with full TypeScript support
• Implemented efficient state management with TanStack React Query
• Integrated Plaid for secure bank account connections
• Set up Lemon Squeezy for subscription-based premium features
• Used Drizzle ORM for type-safe database operations with PostgreSQL
• Deployed on Vercel with optimized performance

Problem Solved

Managing personal finances across multiple bank accounts is tedious and time-consuming. Most people lose track of their spending, struggle with manual data entry, and lack real-time visibility into their financial health. This platform solves these problems by automating transaction imports, providing instant bank connectivity via Plaid, and offering visual insights through interactive dashboards.

What Makes It Unique

Unlike basic expense trackers, this platform offers direct bank integration through Plaid API, eliminating manual entry entirely. The multi-account architecture with Zustand state management allows users to manage finances across different banks in one place. The combination of Hono.js for APIs and TanStack Query for client state creates a lightning-fast, type-safe experience that's rare in finance apps.

Impact

• Personal Growth: Mastered modern full-stack patterns including Hono.js APIs, Drizzle ORM, and Plaid SDK integration - skills I now use in production projects
• Real-World Application: Built a production-ready SaaS with actual payment processing, demonstrating end-to-end product development capability
• Portfolio Value: Showcases advanced technical skills including third-party API integration, subscription management, and complex state handling

Future Plans

• Add AI-powered spending insights and recommendations
• Implement budget goals and tracking
• Add recurring transaction management
• Mobile app development