Personal Finance Explorer

A powerful, privacy-focused personal finance dashboard that turns your Google Sheets into a rich, interactive explorer. Built with Next.js, Google OAuth 2.0, and high-performance charting.

Try the Live Demo

Want to see the app in action? Visit the live demo to experience the full functionality with sample data.

Note: The demo is deployed with sample data for demonstration purposes. Currently, to use your own financial data, you should deploy your own instance with your Google Sheet.

Features

• Google Sheets Integration: Directly syncs with your Google Spreadsheet. The app does not store any of your data on its servers.
• Interactive Dashboard: Get a high-level overview of your spending, income, and net flow with dynamic charts.
• Detailed Transaction Explorer: Search, filter, and drill down into every transaction.
• Multi-dimensional Filtering: Filter by date range, month/year, and categories.
• Privacy First: Authenticate with Google OAuth and keep your data in your own spreadsheet.

Screenshots

Transactions Explorer

Finance Analysis

Categories

Category Deep Dive

Development getting started

Prerequisites

• Node.js 18.x or later
• A Google Cloud Project with the Google Sheets API enabled
• A Google Spreadsheet with your financial data

Development

1. Clone the repository:

   git clone https://github.com/your-username/personal-finance-explorer-rs.git
   cd personal-finance-explorer-rs

2. Install dependencies:

   pnpm install

3. Configure Environment Variables: Create a .env.local file in the root directory and add the following:

   NEXT_PUBLIC_GOOGLE_CLIENT_ID=your_client_id
   NEXT_PUBLIC_SPREADSHEET_ID=your_spreadsheet_id
   NEXT_PUBLIC_REDIRECT_URI=http://localhost:3000
   GOOGLE_CLIENT_SECRET=your_client_secret

   For detailed setup instructions, see the Deployment Guide.

4. Run the development server:

   set -a; source .env.local; set +a
   pnpm dev

   Open http://localhost:3000 to see the application.

📖 Documentation

• Architecture Overview - Deep dive into how the app works.
• Setup & Deployment - Comprehensive guide from Google OAuth to Vercel.

🚀 Quick Deployment

One-Click Vercel Deployment

Deploy your own instance of this app with just one click! Simply click the "Deploy with Vercel" button above, and follow these steps:

1. Sign in to your Vercel account (or create one if you don't have it)
2. Connect your GitHub account when prompted
3. Fill in the required environment variables:
   • NEXT_PUBLIC_GOOGLE_CLIENT_ID: Your Google OAuth Client ID
   • NEXT_PUBLIC_SPREADSHEET_ID: Your Google Spreadsheet ID
   • GOOGLE_CLIENT_SECRET: Your Google OAuth Client Secret
   • NEXT_PUBLIC_REDIRECT_URI: Your Vercel deployment URL (will be auto-filled)
4. Click "Deploy" and your app will be live in minutes!

For detailed setup instructions, see the Setup & Deployment Guide.

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.