WEALTHWISE Prototype

WealthWise

Next.js money dashboard. Import a CSV or PDF statement, chart it, or load the bundled sample. You run the app. No Plaid. No live bank login.

View on GitHub Clone and run
WealthWise. Sample statement
DASHBOARDSample data
INCOME
$5,200
Sample CSV salary row
EXPENSES
$3,477.74
Sum of sample outflows
NET
$1,722.26
Same six sample rows
Cashflow · sample month
IMPORT

CSV or PDF statements

Drop a bank CSV on the dashboard. PDF statements go through an optional Mistral OCR route when you set an API key. There is no Plaid hookup and no live bank login.

CHARTS

What the rows add up to

Income, expenses, cashflow, and category breakdowns from the transactions you imported or from the sample file. Recharts on a Next.js App Router dashboard.

SAMPLE DATA

A starter statement

The dashboard boots with a small sample CSV you can also download. Those figures are demo rows, not a connected account and not a claimed balance.

AUTH

Supabase email login

Login and signup pages are in the app. They need your own Supabase project. Protected routes redirect to login when there is no session.

Clone it. Run it.

Working prototype. Next.js 14, TypeScript, Tailwind, Drizzle, Supabase. MIT license. Bun for install and scripts. Copy .env.example before you start. You need a Postgres URL for migrate, and Supabase keys for login.

git clone https://github.com/Sdefendre/Wealthwise.git
cd Wealthwise
bun install
bun run dev