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

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tjmgregory/potly

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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

Tools

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

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

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