tjmgregory / potly

Website with TrueLayer and Monzo integration to maintain pots to keep you ahead of your credit card spending 💳

Potly

TrueLayer + Monzo integration to ensure you don't overspend on your credit cards 💳

But mainly, a project to deep dive into web development and all the tools involved.

Planned features

• Select which transactions should and shouldn't be moved to a pot
• Connect a partner's Monzo, declare how much of each transaction was whose, and have both have money moved.

Roadmap

• Stylish site ✅
• Dark mode ✅
• Login ✅
• Connect to TrueLayer 🔄
• View all your transactions 🔄
• Connect to Monzo 🔄
• Apportion split transactions 🔄

Inspiriation

As a young person, I'm told repeateadly by elders that I should focus on my credit score, so that when (if ever!) I'm in the market to buy a house, the banks won't do me a dirty 🏦

A key component in building your score is ensuring that you do not miss a payment.

Now, clearly, to do this you must have the money to pay off your statement. Yet the purpose of a credit card is to pay with money that you don't yet have. hmmmm 🤔

So I'm thinking, if using my credit card impacted my debit card balance, it'd be tougher to overspend!

So spawns this tool - designed to maintain pots within your Monzo account(s) that you can withdraw from when the time comes to pay your bills 💸

Documentation

• Initial (outdated) RFCs of system design.
• Decision log
• Login flow

Tools

• Vercel https://vercel.com/
• Planetscale https://planetscale.com/
• NextJS https://nextjs.org/
• Node https://nodejs.org/en/
• TrueLayer Data API https://truelayer.com/data-api/
• Monzo API https://docs.monzo.com/
• Turborepo https://turborepo.org/

Setup

1. Clone the repo.
2. npm i -g yarn@1 vercel && yarn
3. vercel login && vercel link && vercel env pull
4. Install pscale cli
5. pscale login

Starting the app

1. pscale connect potly <yourbranch>
2. yarn dev

Updating the DB Schema

1. Create a planetscale branch off main pscale branch create potly <branchname>
2. Connect to the branch pscale connect potly <branchname>
3. Update the Prisma schema
4. Push your schema changes yarn prisma db push
5. Validate your changes work
6. Create a deploy request and add a link to it to your PR `pscale deploy-request create potly
7. Merge branch and merge deploy request manually at the same time