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The original was posted on /r/selfhosted by /u/eibrahim on 2025-02-07 00:07:08+00:00.

I wanted a fully customizable dashboard to track all my finances without relying on third-party apps like Mint or Personal Capital. So, I built my own Personal Finance Dashboard using Next.js, Plaid, and Prisma—and it's completely self-hosted for privacy!

Features:

✅ Secure bank account integration via Plaid

✅ Daily email balance updates

✅ Historical tracking & data visualization (Chart.js)

✅ Full control over sensitive financial data

✅ Runs locally (SQLite + Prisma)

Tech Stack:

• Next.js (App Router) – API routes & SSR
• Prisma + SQLite – Local database with type safety
• Plaid API – Securely fetch banking data
• TailwindCSS – Rapid UI development
• Chart.js – Interactive financial graphs
• NodeMailer – Automated email notifications

Lessons Learned:

🛠 Plaid API is great, but requires careful error handling

🛠 Type safety (TypeScript + Prisma) saves time debugging

🛠 SQLite works surprisingly well for personal finance apps

🛠 Running locally simplifies security but limits scalability

This was a fun project to learn Next.js, financial APIs, and self-hosted architecture. If you're into fintech, automation, or self-hosted apps, I'd love your feedback!

🔗 GitHub Repo: github.com/dotnetfactory/personal-financial-dashboard

PS: This is just for my personal use and it works for my specific needs. I do love the daily email that send me a summary of account changes and changes to my networth.

PPS: I would NOT recommend hosting this online unless you modify the code to add encryption and better security. this is a wide open app that is meant to run locally. The readme has instructions. Let me know what you think.