Moniq
Moniq is a personal finance app foundation built with Next.js App Router, TypeScript, Tailwind CSS, shadcn/ui, TanStack Query, and Supabase.
Included in this iteration
/dashboard/calendar/today/accounts (New card-based UI)/imports (CSV import draft inbox + confirm flow)
Imports
Moniq now supports a CSV-first import workflow instead of direct bank OAuth.
- upload a CSV/TSV/XLS/XLSX bank export into
/imports
- preview the detected columns and map the required fields
- save imported rows as draft transactions
- review drafts in the inbox
- classify each row as
expense, income, transfer, or debt payment
- confirm rows into the main finance ledger or delete bad drafts
See docs/imports.md for the full flow, data model, and UI rules.
Stack
- Next.js App Router
- TypeScript
- Tailwind CSS
- shadcn/ui
- TanStack Query
- Supabase Auth + Postgres
- date-fns
Local setup
npm install
npx supabase start # optional local Supabase stack
npm run dev
Create a .env.local with:
NEXT_PUBLIC_SUPABASE_URL=...
NEXT_PUBLIC_SUPABASE_ANON_KEY=...
For authenticated local verification, add a dedicated e2e user to .env.local:
[email protected]
MONIQ_E2E_PASSWORD=...
MONIQ_E2E_APP_URL=http://localhost:3008
MONIQ_E2E_PATH=/en/inbox
If email confirmations are enabled or that user already exists with another password, also add SUPABASE_SERVICE_ROLE_KEY=....
Then run:
npm run preview:live
npm run test:e2e:auth
npm run test:e2e:add-transaction
The e2e setup creates or updates that dedicated user when service role is available, otherwise it uses normal sign-up/sign-in. It resets only that user's finance/import data and verifies login through the real Supabase-backed form.
If you are linked to the hosted project, apply the current finance schema with:
npx supabase db push
Notes
- Auth is handled by Supabase SSR cookies.
- Wallets and savings allocations are persisted in Supabase and loaded through API route handlers plus TanStack Query.
- Transactions, categories, investments, and imports are persisted in Supabase.
- Investment search and morning quote refresh use server-side
FMP_API_KEY; Vercel cron calls the protected refresh route with CRON_SECRET.
- CSV imports use a separate draft inbox. Imported rows stay as drafts until the user confirms them, then they are written into the main finance ledger and can create merchant-based category rules.
- MCP-capable agents should use docs/mcp-agent-instructions.md before claiming Moniq cannot access transactions, future schedules, balances, or categories.
