Monetas

Demo

URL: https://monetas-athulp01.vercel.app username: demo+clerk_test@monetas.github password: monetas1234

Features

• Automatically detects transactions in realtime by parsing emails.
  • List of supported banks and wallets -
    1. HDFC accounts
    2. HDFC credit cards
    3. ICICI credit cards
    4. Axis credit cards
    5. Amazon pay wallet
• Supports importing of transactions from bank statements.
  • List of supported banks
    1. HDFC account statement - CSV format
    2. HDFC credit card statement - PDF format
• Stock and mutual fund portfolio tracking.
• Budgeting
• Analytics

Installation

Self Hosting

1. Edit docker-compose.yml to fill all missing env vars. Refer here for more info.
2. Run docker-compose up -d --build
3. Navigate to http://localhost:3000

Vercel

Vercel provides free hosting and postgres db with 500MB storage under their hobby plan.

1. Signup for Vercel
2. Create a free postgres database by following these instructions.
3. Navigate to the created database. Copy the value of POSTGRES_URL_NON_POOLING, which is available under .env.local tab under quickstart section.
4. Run the below command from the repo root.

pnpm install
DIRECT_URL=<POSTGRES_URL_NON_POOLING> DATABASE_URL=$DIRECT_URL pnpm db:migrate
DIRECT_URL=<POSTGRES_URL_NON_POOLING> DATABASE_URL=$DIRECT_URL pnpm db:seed

5. Setup auth by following this section
6. Install vercel cli by running npm i -g vercel
7. Run vercel login and follow the instructions.
8. Run the below command to deploy the app. Make sure to replace the values of NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY and CLERK_SECRET_KEY with the values obtained in step 5.

# Replace the values of NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY and CLERK_SECRET_KEY with the values obtained in step 5
# When prompted for the project directory, enter apps/nextjs
vercel -b NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=<placeholder> -e NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=<placeholder> -e CLERK_SECRET_KEY=<placeholder>

9. Go to vercel dashboard and navigate to the project which was created from the above step, click on storage tab and then link the database created in step 2 to the project.
10. Integrations are disabled by default. If you want to enable them, follow this section and then add the env vars to vercel project and then redeploy.

Other Cloud Provider

Monetas can be deployed to cloud like any other nextjs app. Refer the nextjs deployment instructions here.

Auth setup

Monetas uses Clerk for authentication. Follow the below steps to setup auth.

1. Signup for Clerk
2. Follow the quickstart guide to setup Clerk.

Integrations setup

Gmail

Monetas can automatically detect transactions in realtime by parsing emails. This feature is powered by Gmail API. Follow the below steps to setup this integration.

1. Obtain OAuth2 credentials for accesing Google APIs by following this link. Redirect URL should be set to BASE_URL/api/gmail/oauth/callback
2. Set the value of NEXT_PUBLIC_GMAIL_OAUTH_CLIENT_ID, NEXT_PUBLIC_GMAIL_OAUTH_SECRET and NEXT_PUBLIC_GMAIL_OAUTH_REDIRECT_URL env vars to the values obtained in the previous step.
3. Enable Gmail push notifications by following this guide. Set the value of PUB_SUB_TOPIC_NAME env var to the topic name which you have created.
4. After linking the domain, you can enable this integration by navigating to Settings -> Integrations.

Telegram

Monetas can send the real-time transaction notifications(only works if gmail integration is in place) to telegram. Using the telegram bot interface, you can edit the transaction and then verify and add it to monetas.

1. Obtain bot token from BotFather
2. Generate a secret token eg: openssl rand -base64 32
3. Run the below command to set the webhook.

TELEGRAM_API_KEY=<botToken> BASE_URL=<baseUrl> TELEGRAM_SECRET_TOKEN=<secretToken> ./scripts/setup-telegram.sh

4. Follow this guide to link your domain to the bot. This is required for the telegram login widget to work.
5. Set the value of TELEGRAM_API_KEY, TELEGRAM_SECRET_TOKEN and NEXT_PUBLIC_TELEGRAM_BOT_NAME env vars to the values obtained from the previous steps.
6. After linking the domain, you can enable this integration by navigating to Settings -> Integrations.

Environment variables

Certainly, here are expanded descriptions for each of the environment variables in Markdown format:

Required

1. DATABASE_URL: The URL of the postgres database. Its recommended to use a connection pooler like pgBouncer since the db connection limit can get exhausted quickly in a serverless environment.

2. DIRECT_URL: The direct connection URL of the database(without pooler). This is used for performing migrations and seeding. (DATABASE_URL and DIRECT_URL can be same)

3. BASE_URL: The base URL of your application

4. NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY, CLERK_SECRET_KEY: Follow this section

Optional

1. NEXT_PUBLIC_GMAIL_OAUTH_CLIENT_ID, NEXT_PUBLIC_GMAIL_OAUTH_SECRET, PUB_SUB_TOPIC_NAME and NEXT_PUBLIC_GMAIL_OAUTH_REDIRECT_URL: Follow this section.
2. TELEGRAM_API_KEY, TELEGRAM_SECRET_TOKEN and NEXT_PUBLIC_TELEGRAM_BOT_NAME: Follow this section.