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Portfelik

A personal finance management application built with React, TypeScript, and Firebase. Some of the backend code is moved already either to Firebase Cloud Functions or separate API layer written in Go.

Preview of the app

Transactions view - mobile Portfelik - logo draft Transactions view - desktop

Features

  • User authentication with Firebase Auth
  • Protected routes for authenticated users
  • Admin-only routes and features
  • Firestore database with security rules

Prerequisites

  • Node.js (v20 or higher)
  • npm
  • Firebase account

Setup

  1. Clone the repository
  2. Install dependencies:
    npm install
  3. Create a Firebase project at https://console.firebase.google.com/
  4. Enable Authentication with Email/Password provider
  5. Create a Firestore database
  6. Copy your Firebase configuration from the Firebase console
  7. Create a .env file in the root directory based on .env.example and fill in your Firebase configuration
  8. Deploy Firestore security rules:
    firebase deploy --only firestore:rules
  9. Create an admin user in the Firebase console:
    • Create a user with email and password in the Authentication section
    • In the Firestore database, create a document in the users collection with the following structure:
      {
        uid: "<user-uid-from-authentication>",
        email: "<user-email>",
        role: "admin",
        createdAt: <timestamp>,
        lastLoginAt: <timestamp>
      }
      

Development

Start the development server:

npm run dev
# or
yarn dev

Build

Build the project for production:

npm run build
# or
yarn build

Deployment

Deploy to Firebase Hosting:

firebase deploy --only hosting

About

A family finance management application.

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