WalletWatchers is an application that allows you to view their financial information across multiple financial institutions. Users are able to connect their various accounts, view all of their transactions, filter and sort those transactions in multiple ways, set budgets for various transaction categories, and curate a wishlist of items to spend their savings on.
WalletWatchers is entirely locally hosted, which means that the database is being stored locally on your computer. Aggregation is done through Plaid and the front-end is deployed as a webapp on Next.JS.
Aggregation of financial data and authentication into financial institutions is being handled by Plaid. As such, you must have access to a Plaid development/production account.
Make a copy of .env.example and rename it to .env.
In .env, enter your PLAID_CLIENT_ID, PLAID_SECRET, and PLAID_ENV.
In your terminal,
npm install
npm run dev
Navigate to localhost:3000 in your browser to view the application.
The database is accessible via walletwatchers/sql/big.db
Ensure that you have a Python environment with the Faker package installed (pip install Faker),
and that your database is instantiated.
To instantiate your database, npm run dev and go through the authentication process once.
In your terminal,
cd walletwatchers/utils
`python gen.py --a <number of accounts> --t <number of transactions per account>``
This will generate testing data and populate sql/big.db.
You can also choose to authenticate using Plaid's Sandbox environment, but the data is sparse and lacks most of the metadata(location, time, etc.) that fill in our transactions table.