🚀 NextWealthAI

AI-powered financial assistant to track, analyze & optimize your money.

---

✨ Overview

NextWealthAI is a full-stack Next.js application designed to manage your finances smartly.
It enables you to:

✅ Track multiple accounts & transactions
✅ Visualize spending trends with interactive charts
✅ Scan receipts with Google Gemini AI
✅ Manage budgets & set up recurring expenses
✅ Receive personalized insights & email notifications

---

📚 Table of Contents

• 🚀 Overview
• 🔥 Features
• 🛠️ Tech Stack
• 📁 Project Structure
• 🚀 Getting Started
• ☁️ Deployment
• 🤝 Contributing
• 📜 License

---

🔥 Features

🏦 Account & Transaction Management

• Create, edit & delete accounts (/app/(main)/account)
• Log, filter & sort transactions in TransactionTable.jsx
• Set a default account with the toggle in AccountCard.jsx

📊 Dashboard & Analytics

• Recent transaction overview in DashOverview.jsx
• Monthly expense pie chart powered by Recharts
• Budget progress bar charts in BudgetProgress.tsx

🤖 AI Tools

• Receipt Scanner: Upload receipts; scanReceipt extracts amount, date, merchant & category.
• Auto-Categorization: Maps AI-suggested categories to your IDs in TransactionForm.jsx

🔄 Recurring Transactions

• Schedule daily, weekly, monthly or yearly payments with transactionSchema
• Compute next recurrence via calculateNextRecurringDate

🔔 Notifications & Emails

• Email confirmations with Resend in emails/template.jsx
• In-app toasts using Sonner

🔒 Security & Rate Limiting

• Auth & user management via Clerk
• Simple in-memory rate limiter in [lib/inngest/arcjet.js] (max 10 transactions/day)

---

🛠️ Tech Stack

Layer	Tech Stack
Framework	Next.js 15 (App Router)
UI	Tailwind CSS, Radix-UI, Lucide Icons
Database	PostgreSQL, Prisma ORM schema.prisma
Auth	Clerk
AI	Google Generative AI (Gemini)
Email	React Email, Resend
Jobs	Inngest
Charts	Recharts
Utils	clsx, tailwind-merge

---

📁 Project Structure

.
├── app/
│   ├── (main)/
│   │   ├── account/
│   │   ├── dashboard/
│   │   ├── budget/
│   │   └── transaction/
│   └── layout.tsx
├── components/
├── emails/
├── lib/
├── prisma/
│   └── schema.prisma
├── public/
├── actions/
├── package.json
└── next.config.js

---

🚀 Getting Started

1️⃣ Clone & Install

git clone https://github.com/MayankGupta0119/GenAI-NextWealthAI.git
cd GenAI-NextWealthAI/wealth_ai
npm install

---

2️⃣ Setup Environment

Create a .env file and update:

DATABASE_URL="postgresql://..."
DIRECT_URL="postgresql://..."
NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=...
CLERK_SECRET_KEY=...
GEMINI_API_KEY=...
RESEND_API_KEY=...

---

3️⃣ Database

npx prisma migrate dev
npx prisma generate

---

4️⃣ Run Locally

npm run dev

---

☁️ Deployment (Vercel)

• Add your environment variables in the Vercel dashboard.

• Ensure your package.json contains:

"scripts": {
  "build": "prisma generate && next build",
  "postinstall": "prisma generate"
}

---

🤝 Contributing

1. Fork & clone this repo.
2. Create a feature branch:

git checkout -b feature/your-feature

3. Commit & push your code.
4. Open a Pull Request.

✅ Please follow existing code style & run npm run lint before submitting.

---