FroshFunds — Personal Finance Assistant

Live Demo: financial-assistant-nine.vercel.app

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What this does

FroshFunds is a web app for managing your personal finances. You can import bank statements via CSV, view spending dashboards with charts, and get AI-powered insights and suggestions to understand where your money goes and how to improve your habits.

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Stack

• Framework: Next.js 14 (App Router)
• UI: ShadCN/UI + Tailwind CSS
• API: tRPC
• Database: Supabase (PostgreSQL + Auth)
• AI: OpenAI gpt-4o-mini
• Charts: Recharts

Prerequisites

1. A Supabase account
2. An OpenAI API key

Setup

1. Clone the repository and install dependencies:

npm install

2. Copy the environment file:

cp .env.example .env.local

3. Fill in .env.local with your credentials:

   • NEXT_PUBLIC_SUPABASE_URL and NEXT_PUBLIC_SUPABASE_ANON_KEY — Supabase Dashboard > Settings > API
   • SUPABASE_SERVICE_ROLE_KEY — Supabase Dashboard > Settings > API (service_role key)
   • OPENAI_API_KEY — platform.openai.com > API keys

4. Run migrations on Supabase (via CLI):

   # Log in (opens browser)
   supabase login
   
   # Link to your project (use the project ref from the URL: https://<PROJECT_REF>.supabase.co)
   supabase link --project-ref <YOUR_PROJECT_REF>
   
   # Push migrations to create tables
   supabase db push

   Or manually: Supabase Dashboard > SQL Editor > paste the contents of supabase/migrations/20240307120000_initial_schema.sql > Run

5. Ensure the email provider is enabled:

   • Supabase Dashboard > Authentication > Providers > Email

Development

npm run dev

Open http://localhost:3000.

Deploy (Vercel)

1. Connect the repository to Vercel
2. Configure environment variables
3. Deploy

CSV format (transactions)

Date,Description,Amount
2024-01-15,iFood,-45.90
2024-01-14,Salary,5000.00

License

MIT