Avancio

A mobile-first application for tracking credit card statements using Plaid API integration.

Features

• Connect bank accounts via Plaid
• View all connected accounts
• Display statements as Apple Wallet-style cards
• View current balance and payment due dates
• Expandable cards showing transaction details and previous statements

Setup

1. Install dependencies:

npm run install-all

2. Set up environment variables:

• Copy .env.example to .env in the server directory
• Add your Plaid API credentials

3. Run the application:

npm run dev

Plaid Setup

1. Sign up at https://plaid.com
2. Get your API keys (Client ID, Secret, and Environment)
3. Add them to server/.env
4. Important: Make sure to include liabilities in your PLAID_PRODUCTS to get credit card balances and due dates:

   PLAID_PRODUCTS=liabilities
   

Push Notifications Setup

1. Generate VAPID keys for push notifications:

   cd server
   npx web-push generate-vapid-keys

2. Add the generated keys to server/.env:

   VAPID_PUBLIC_KEY=your_public_key_here
   VAPID_PRIVATE_KEY=your_private_key_here
   VAPID_SUBJECT=mailto:[email protected]
   

3. Restart the server after adding the keys.

Tech Stack

• Backend: Node.js, Express, Plaid SDK, SQLite
• Frontend: React, CSS3
• Design: Apple Wallet-inspired card UI