💰 Wealth – AI Finance Platform

Wealth is a full-stack AI-powered finance management platform built using Next.js, Prisma, React Hook Form, Zod, Clerk, ShadCN UI and Inngest. It empowers users to track income and expenses, scan receipts using AI, analyze spending patterns and receive smart financial insights via email — Wealth offers a fully responsive, secure and visually stunning financial management experience.

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🌐 Live Demo

Check out the working version of this project in action! Explore the features and experience the full UI/UX flow.

🚀 Try the Live Demo on Vercel →

📽️ Watch Demo Video

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🚀 Features

✅ Core Functionality

• 💸 Multi-Account Support – Track income and expenses across multiple accounts.
• 📁 Smart Categorization – Automatically categorizes your transactions.
• 🧾 AI Receipt Scanner – Upload a receipt and let AI extract and fill transaction details.
• 🔁 Recurring Transactions – Manage subscriptions, salaries, etc. with recurring support.
• 📝 Transaction History – View, search, filter, and bulk-delete transactions.
• 🧮 Budget Planning – Set monthly budgets and monitor usage visually.

📊 Analytics & Visualization

• 📈 Spending Charts – Interactive graphs based on category, timeframe, and frequency.
• 🧠 AI Monthly Insights – Automatically receive monthly financial summaries via email.
• 📬 Budget Alerts – Email notifications when spending approaches your limit.

🔒 Security & Infrastructure

• 🛡 Arcjet Protection – Implements shields, bot protection, and rate limiting.
• 👥 Authentication via Clerk – Secure and seamless sign-in/sign-up with Google.
• 🧪 Validated Forms – All forms managed via React Hook Form + Zod validation.

🎨 Beautiful UI/UX

• 🧩 Modern Landing Page – (Smooth animations, testimonials)
• 📱 Responsive Dashboard – (Works on mobile & desktop)
• 📝 Form Validation – (React Hook Form + Zod)

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📸 Screenshots

🏠 Landing Page with Scroll Animations

📊 User Dashboard with Budget Progress

📋 Recent Transactions and Accounts Linked

📈 Bar Graph of All Past Transactions

🧾 All Transactions with Details

🧠 Add Transactions Using AI-Powered Receipt Scanner

🚨 Budget Alerts via Email

📧 Monthly Financial Report - Overview

📊 Monthly Report - Category Breakdown

💡 Monthly Report - AI Insights

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🧱 Tech Stack

Layer	Tools & Libraries
Frontend	Next.js 15, ShadCN UI, Tailwind CSS
Backend	Prisma ORM, PostgreSQL, Inngest (Cron Jobs)
Auth	Clerk
Forms	React Hook Form + Zod
AI	Receipt Scanning using Gemini API
Email	React Email, Resend
Security	Arcjet (bot protection, shield, rate limiting)
Hosting	Vercel

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🧠 AI-Powered Use Cases

• Receipt Parsing – Upload receipts, auto-extract info, and create transactions.
• Smart Alerts – Get notified when 90%+ of budget is used.
• Monthly Reports – Receive detailed AI insights on spending trends and advice.

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🗂 Folder Structure

wealth/
├── .next/
│
├── actions/
│   ├── account.js
│   ├── budget.js
│   ├── dashboard.js
│   ├── seed.js
│   ├── send-email.js
│   └── transaction.js
│
├── app/
│   ├── auth/
│   │   ├── sign-in/
│   │   │   └── [[...sign-in]]/page.jsx
│   │   ├── sign-up/
│   │   │   └── [[...sign-up]]/page.jsx
│   │   └── layout.js
│   │
│   ├── main/
│   │   ├── account/
│   │   │   ├── _components/
│   │   │   │   ├── account-chart.jsx
│   │   │   │   └── transaction-table.jsx
│   │   │   └── [id]/page.jsx
│   │   │ 
│   │   ├── dashboard/
│   │   │   ├── _components/
│   │   │   │   ├── account-card.jsx
│   │   │   │   ├── budget-progress.jsx
│   │   │   │   └── transaction-overview.jsx
│   │   │   ├── layout.js
│   │   │   └── page.jsx
│   │   │ 
│   │   ├── transaction/
│   │   │   ├── _components/
│   │   │   │   ├── recipt-scanner.jsx
│   │   │   │   └── transaction-form.jsx
│   │   │   ├── create/page.jsx
│   │   │   └── layout.js
│   │
│   ├── api/
│   │   ├── ingest/route.js
│   │   └── seed/route.js
│   │
│   ├── lib/
│   │   └── schema.js
│   │
│   ├── favicon.ico
│   ├── global.css
│   ├── layout.js
│   ├── not-found.jsx
│   └── page.jsx
│
├── components/
│   └── ui/
│       ├── create-account-drawer.jsx
│       ├── header.jsx
│       └── hero.jsx
│
├── data/
│   ├── categories.js
│   └── landing.js
│
├── emails/
│   └── template.jsx
│
├── hooks/
│   └── use-fetch.js
│
├── lib/
│   ├── arcjet.js
│   ├── checkUser.js
│   ├── prisma.js
│   ├── utils.js
│   ├── ingest/
│   │   ├── client.js
│   │   └── functions.js
│   └── generated/
│       └── prisma/
│
├── node_modules/
│
├── prisma/
│   ├── migrations/
│   │   └── _create_models/
│   │       └── migration.sql
│   └── schema.prisma
│
├── public/
│   ├── banner.jpeg
│   └── logo.png

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🧪 Inngest Cron Functions

• monthlyReport – Runs on the 1st of each month
• budgetAlert – Triggered when budget usage > 90%
• dailyInsight – Sends summary and visual stats
• recurringTransactionHandler – Checks and records recurring txns

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📧 Automated Emails & Cron Jobs

• Budget Alerts - When nearing spending limit
• Monthly AI Reports - Sent on the 1st of every month
• Recurring Transactions - Auto-processed via cron

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🔐 Security Features

• Bot Detection, shield and rate limiting - Middleware security using Arcjet
• Protected Routes - Clerk middleware
• Secure and optimized deployment - Vercel

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💡 Future Improvements

• Mobile App (React Native)
• Bank Sync (Plaid API)
• Investment Tracking (Stocks, Crypto)

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📜 License

MIT © Md Abdullah Anwar

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