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Personal Project to manage finances and budget using API's from Plaid.

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Jshmill/AutoBudgetApp

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Auto Budget App

Setup

1. Backend

Navigate to the backend directory, create a virtual environment, and install dependencies.

cd backend
python3 -m venv venv
source venv/bin/activate
pip install -r requirements.txt
cd ..

2. Frontend

Navigate to the frontend directory and install Node.js dependencies.

cd frontend
npm install
cd ..

3. Permissions

Ensure the run script is executable.

chmod +x run.sh

Running the App

To start both the backend and the frontend, simply run:

./run.sh

Running in Sandbox Mode

To run the app in sandbox mode, set the PLAID_ENV environment variable to sandbox before running the app.

When signing into the bank, choose continue as guest, choose the Plaid bank, and use the following credentials:

  • Username: user_good
  • Password: pass_good

For your phone number, use 415-555-0011. The phone number verification code is 123456.

Repackaging the app

To repackage the app, run the following command:

cd frontend
npm run dist
cd ..

Built app lives in frontend/release/AutoBudget-0.0.0-arm64.dmge

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Personal Project to manage finances and budget using API's from Plaid.

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